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CONSOLIDATION - BETTER VIEW AND CONTROL

Consolidated Dealing

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.

Consolidated Reporting

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.

E-Notice

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.

 
 

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