Investment and Savings

You will not be able to convert from an existing Personal Investment Account to a Joint Investment Account. You will need to set up a separate Joint Investment Account. Alternatively, you can redeem all investment holdings in your Personal Investment Account and invest the proceeds into your Joint Investment Account.

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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.