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QUALITY PRODUCT TO MATCH YOUR CLIENTS’ INVESTMENT GOALS
A good general savings plan should be simple and accessible, while also offering potential for serious growth. So we developed our Regular Savings Plan for Malaysia as the straightforward but flexible plan that we believe provides a gold standard in the offshore market.
Next, we make it an even easier sell by building in a generous bonus structure, beginning with a big boost right at the start.
Here are some of the main benefits that could make Regular Savings Plan Malaysia attractive to your clients when they consider their savings needs.
IT'S SIMPLE TO GET STARTED...
Highly affordable, with low entry payments
Your clients can start saving with as little as USD 350 a month (they can always increase this later).
Choose from four plan currencies
Your clients have a choice of four different currencies when paying into their plan – so they can choose whichever suits them best.
Credit cards welcome – with no surcharge
Clients often prefer to pay by credit card, but understandably don’t want to pay extra credit card fees. With our savings plan, that’s no problem – we welcome card payment, and we don’t add a penny in costs.
WITH BONUS POTENTIAL FROM DAY 1...
Payment allocation
Each payment will be allocated at 100% or more. For larger amounts we increase the allocation to 101% or 102%.
The unit booster
We add a starter bonus of up to 600% of the monthly payment right at the start. And this isn’t just a one-off: your clients can gain further bonuses in the future, if they increase the amount they save sufficiently. With our savings plan, there’s always more to look forward to.
Long-term loyalty pays
Our savings plan pays a loyalty bonus based on fund value at the end of the payment term. (Not a bonus based on the amount paid, unlike some providers.) This leaves more scope for potential extra gains - the better the plan performs, the bigger the bonus.
AND ADAPTABILITY THROUGHOUT...
Excellent fund choice
Your clients can select from more than 350 funds from world-leading fund managers, on fully discounted terms – and these are direct investment funds, not mirror funds.
Free and simple switching
We don’t charge to change funds, so your clients can switch between sectors and themes as frequently as they like. And they won’t pay any initial charges from the fund manager, either. This can even be done online.
Flexible and accessible
If your client’s circumstances change, even if only after a short while, their plan can change with them – our payment holiday means they can take a break from saving. They can also take withdrawals should they need to, and they can pay in lump sums when they want to.
Easy monitoring means extra reassurance for your clients
If they wish, your clients can view the progress of their plan online, simply and at no cost, just by activating their Online Service Centre account.