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Monitoring Assets and Loans is Easier

Manage Financial Plan

Expense Tracker

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
Choose “Manage Financial Plan”
step 1
2
Select a financial goal such as “Prepare a Pension Fund”
step 2
3
Fill in your information and click “View Simulation”
step 3
4
View your Simulation Result then choose “Allocate Funds”. If the simulation result is not as desired, select “Change Target”
step 4
5

Choose your transaction date for your fixed deposit and your monthly transaction date for your investment. Click “Choose” to select your mutual fund product

 

step 5
6

Click the yellow “+” button on the mutual product of your choosing or click the (i) icon to see further product details

 

step 6
7
Review your investment allocation then click “Continue”
step 7
8
Fill in your personal details for the opening of your Regular Savings, then click “Continue”
step 8
9
Choose an account to be your source of fund
step 9
10
Read and checkmark all the boxes to agree to all terms & conditions
step 10
11

Verify all details then click “Confirm & Request TAC”

 

step 11
12
Input your Secure2u passcode / TAC
step 12
13
Your goal have been successfully created
step 13
14
Return to “Manage Financial Plan” menu to see your goals
step 14
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