Investment and Savings
The Joint Investment Account will remain as it is. Should you wish for your child to take over the portfolio when he is above 18 years old, he would need to set up his own personal investment portfolio. You will have to redeem the joint investment portfolio. The proceeds will have to be invested into your child’s personal investment portfolio.
Can't find what you are looking for?
Leave a message with your question and we’ll get back to you!
Essential tips to navigate major life stages
Investment Solutions for your goals
Insurance Solutions for your life stage
Breaking down life’s financial curiosities
First-of-its kind insurance plan rating & commentary
Breaking down life’s financial curiosities
First-of-its kind insurance plan rating & commentary
Comprehensive guidance and principles
Understand your needs. Identify your coverage gaps
Write your will online and leave a financial legacy for your loved ones
Take OwlPersonality Quiz to discover your money personality
Get guided to the right insurance with help from our referral partners
See MoneyOwl in the news with media highlights and press releases