Achieve your goals with auto-debit investments through 360 – Manage Financial Plan
- Set your financial goals
- Get a simulation with automatic calculations based on your dream goals
- Find recommended product according to your goals and risk profile
- There are various choices of investment products, choose your own according to your preferences
How to create and manage your financial plans
1
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Choose “Manage Financial Plan”
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2
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Select a financial goal such as “Prepare a Pension Fund”
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3
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Fill in your information and click “View Simulation”
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4
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View your Simulation Result then choose “Allocate Funds”. If the simulation result is not as desired, select “Change Target”
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5
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Choose your transaction date for your fixed deposit and your monthly transaction date for your investment. Click “Choose” to select your mutual fund product
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6
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Click the yellow “+” button on the mutual product of your choosing or click the (i) icon to see further product details
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7
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Review your investment allocation then click “Continue”
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8
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Fill in your personal details for the opening of your Regular Savings, then click “Continue”
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9
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Choose an account to be your source of fund
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10
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Read and checkmark all the boxes to agree to all terms & conditions
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11
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Verify all details then click “Confirm & Request TAC”
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12
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Input your Secure2u passcode / TAC
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13
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Your goal have been successfully created
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14
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Return to “Manage Financial Plan” menu to see your goals
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