CONSOLIDATION - BETTER VIEW AND CONTROL
iGP consolidates all buy and sell instructions
submitted by your wealth adviser on your behalf and processes the
transactions with the respective fund house.
Only one transaction form is required for unit
trust transactions and ETFs involving different fund houses. Instead of making
separate cheques for each of the fund managers, you are only required
to make one consolidated cheque payment each time, no matter how many
funds you purchase.
For bonds, only one transaction form is required for multiple bond transactions as well,
even if the bonds are issued by different bond issuers.
Similarly, you would only be required to make one consolidated cheque payment at the time of your purchase.
Clients who purchase funds directly from fund
houses or banks will receive separate statements and reports from each
fund house or bank which they invest with. Thus, they are not able to
have a consolidated view of their portfolio.
At iGP, we compile all investment information
into one consolidated statement. The statement will reflect the
holdings of all investment products and the completed and pending
transactions for the month.
Going paperless can make a difference to our
environment. iGP offers clients the option to receive a fund house's
annual reports and notices via email. Through e-notice, information
can be disseminated to clients at a much faster speed. Monthly
statements will be available online.