dollarDEX - wealth management

Property outlook
Frankie Lee is Head of Property Equities, Asia at Henderson Global Investors.He will share his views on 'Asia Property Outlook 2010: Commercial vs. Residential Property' in our seminar on 9 March.

Aberdeen AM to speak
Chris Wong of Aberdeen Asset Management will speak on "A Bumpy Road to Recovery" in our seminar on March 9th. Register here for the free event, which includes gifts and special promotions.

Invest for free promotion
Recommend a friend, relative or colleague to open an account at dollarDEX and you both could qualify for a free trade, up to any amount.

Opportunity to invest in Schroder AS Commodity Fund
Schroder Alternative Solutions Commodity Fund will be closed to all subscriptions and switches in with effect from 27 February 2010.

Review your portfolio
Get a licensed adviser to give you customized advice, through an online report. It helps you understand your risks and whether you can meet your retirement goals. First time report is free, so try i...

Enquiry form to better reach us
Use our enquiry form to ensure your question reaches us, and instantly receive a tracking number. We aim to respond within one business day....

Early cutoff time on 24 and 31 December
Most fund managers will be closing early on 24 Dec 2009 and 31 Dec 2009. As such, please note that for all trades on these days the cutoff time will be 11.00 am unless otherwise noted. dollarDEX offic...

Easier payment for Citibank account holders
If you have a bank account at Citibank, transfers are easier now when you want to pay for unit trusts bought at dollarDEX.

Why use dollarDEX?

With dollarDEX you get trusted, comprehensive and affordable service.

You can invest online in over 400 funds at fees as low as 1%, buy insurance online, and even arrange home loans.

Private Client - Active allocation

Private Clients may opt for our active allocation service if they prefer personalised advice on a more frequent basis, in order to react quickly to market changes. This will suit clients who want more than a buy and hold strategy. Minimum portfolio size of S$250,000.

Here are a few reasons you might want to choose active allocation:

Active advice. Your adviser builds a more pro-active adviser-client relationship, where the adviser does not wait for you to contact him - he cares enough to get to know you, to understand what and how you want it, and when. He provides monthly, quarterly and interim reporting on your portfolio. Your advisor helps you to adjust asset allocations in the portfolio when it becomes important, every month, every week, even day by day if required.
Cost efficiency and transparency. Switching from one fund to another is free: and there may be low or no initial charge for buying. In return you pay a simple quarterly "wrap fee" of 0.2-0.35% depending on portfolio type and size, calculated on your assets under this service.
Sophisticated tools. Your adviser works with specific and highly successful economic and market indicators, which is further supported by reliable research, involving a number of different approaches. These tools have worked well in a range of market conditions.

Active allocation management is optional. If you are interested to talk with an adviser who can deliver active allocation for you, contact us at info@dollardex.com (please include a phone number for us to call you).

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Page last updated 30 Sep 2006

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Private Client advice We see our clients as long term partners, not just a quick sale. Our advice is personalised and on a regular basis we remind you to undergo a portfolio review, to ensure your investments stay on track and your risks are properly managed.

Celebrating 10 years in business

Prospective investors are advised to read a fund prospectus carefully before applying for any shares/units in unit trusts. The value of the units and the income from them may fall as well as rise. Unit trusts are subject to investment risks, including the possible loss of the principal amount invested. Investors investing in funds denominated in non-local currencies should be aware of the risk of exchange rate fluctuations that may cause a loss of principal. Past performance is not indicative of future performance. dollarDEX is affiliated with Aviva but dollarDEX does not receive any preferential rates for Aviva products as a result of this relationship. Unit trusts are not bank deposits nor are they guaranteed or insured by dollarDEX. Some unit trusts may not be offered to citizens of certain countries such as United States.

Articles on this site, whether written by dollarDEX or others, should not be construed as an offer or solicitation for the subscription, purchase or sale of any fund. No action should be taken without first viewing a fund's prospectus. Any advice herein is made on a general basis and does not take into account the specific investment objectives of the specific person or group of persons.

Any information relating to insurance products in this website or email is only an overview of some of the benefits and features of the products, and not a contract of insurance. The detailed terms and conditions of any insurance plans are provided in the relevant policy contract.

All prices and values shown on dollarDEX.com are indicative and are usually based on prices of 2-4 dealing days earlier. Clients should not rely on these prices for decision making. Fund prices provided by third-parties. dollarDEX does not guarantee any prices or valuations shown, and accepts no responsibility for their accuracy.