Our Fee Structure

Hassle-free account and investment sign-up which will only take up to 15 minutes to complete.

INVESTMENT STRATEGY

Goal
Thematic

MODE OF INVESTMENT

DIY
AUM: SGD 25,000
AUM Up to SGD 25,000 SGD 25,001 - 50,000 SGD 50,001 - 100,000 Above SGD 100,000
AUM Fee
(Per Annum)
0.80% 0.70% 0.60% 0.50%
Brokerage Fee on Entry and Exit Waived
Brokerage Fee on Rebalancing Waived
Custody Fee Waived
AUM Fee 0.80%
Brokerage Fee on Entry and Exit Waived
Brokerage Fee on Rebalancing Waived
Custody Fee Waived

Fee savings compared to investing in Unit Trusts

You Invest:
S$ 0 S$ 200,000
You save: S$ 1,950* P.A.
* Assuming 2.5% p.a. management expense fee ratio (that comprises all on-going fees) associated with investing in unit trusts. Comparison with goal investing.

Important Notes about Fees and Charges

  • AUM Fees are calculated based on daily market values of the portfolio and deducted monthly.
  • Exchange charges such as clearing fee, stamp duty, taxes, and other tariffs are deducted as and when incurred. We pass these costs to you as incurred.
  • Withdrawal of securities to another broker will incur a charge of 0.18% on the market value of the securities. This charge is waived for withdrawal to your Cash/Margin Trading Account with CGS-CIMB.
  • CGS-CIMB will refund AUM Fee and waive applicable Brokerage Fee (exit only) if you change your mind and decide to exit your portfolio within 7 days from investing.