Investment and Savings

Pro-rated advisory fees (if any) will be deducted should you redeem all your investments and close your account.

Investment and Savings

The different fees imposed by the CPF Agent Bank are as shown below:

CPF Agent Bank1Transaction Fees (Buy/Sell)2Quarterly Service ChargeFor failed trade due to insufficient funds

Please note that fees are GST applicable, and subject to change by the respective Agent Banks.
1The fees are charged on a client level basis. For example, if you have 2 CPF buy orders on the same T-day, the agent bank transaction fee will be $2 + GST (Assuming UOB).
2This is charged on a client level basis. For example, if you have 3 CPF portfolios, the quarterly service charge will be $2+GST.

Investment and Savings

The MoneyOwl Advisory fees are deducted from the units in your portfolio on a quarterly basis. If there are insufficient units to deduct, the fees will be deducted from your cash account balance. For MoneyOwl, projected returns are net of Total Fees.

MoneyOwl to Wind Down Financial Advisory Business by End-2023

MoneyOwl announced on August 31, 2023, that it is winding down its financial advisory business and that all commercial activities will cease by December 31, 2023.

For more information, please visit our microsite here.