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    About Us   Products   Value Proposition    
 
 
VALUE PROPOSITION FOR ADVISERS
Overview
Portfolio Consolidation
Recurrent Income Model
Business Tools
Fund of Funds Creation Service
Research Support
Investment Planning Support
Events & Activities
Dedicated Support
 
RECURRENT INCOME MODEL

Wealth advisers using the iGP wrap account are able to have perpetual recurrent income in the form of an annual wrap fee from managing their clients' investment portfolio.

Benefits of Recurring Income

  • Stable & Increasing Recurrent Income
    Recurring income from wrap and trailer fee provides a more stable source of income, in contrast to 'One-off commission', which is generated from each transaction (e.g. one time upfront fee).

  • Win-Win Situation for Clients & You
    The amount of wrap fee chargeable is directly correlated to the performance of the portfolio. Thus, it successfully aligns both the client's and the adviser's interests to grow the portfolio.

    As the wrap account offers free switching, clients will be more willing to let you manage their portfolio through regular rebalancing.

  • Build Your Assets Under Advice To A Reasonable Size
    Recurring Income model helps you build your business step by step. The value of the business will grow with the strength of the relationships with your clients and the size of your clients' assets under advice.

    The higher the recurring income, the higher the value of your business. As the value of your business grows to a reasonable size, you will be able to sell or transfer your business value to other wealth advisers when you retire.

 
 

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.: iFAST Global Prestige is a division of iFAST Financial Pte Ltd. iFAST Financial Pte Ltd is a licensed dealer, custodian, financial adviser, CPFIS registered investment administrator, and provides portfolio management services in Singapore. :.
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