PORTFOLIO FINANCING

Leverage existing assets for additional capital for your investments

Highlights & Benefits

Seize opportunities and potential returns by securing additional capital for your investments. Leverage your current assets at competitive interest rates.  


Extensive list of collateral to choose from

 

Pick from multiple types of collateral with high margins of advance to help you secure additional capital for your investments.


Competitive interest rates
 

Our competitive interest rates allow you to capitalise on investment opportunities to further grow your wealth.

 

 


Ease of access

 

With flexible withdrawals, you can be assured of easy access to your funds and be ready when the next investment opportunity arises.


Leveraging opportunities


Access additional funds by leveraging on your existing investments, allowing you to boost your portfolio returns.


Extensive list of collateral to choose from

 

Pick from multiple types of collateral with high margins of advance to help you secure additional capital for your investments.


Competitive interest rates
 

Our competitive interest rates allow you to capitalise on investment opportunities to further grow your wealth.

 

 


Ease of access

 

With flexible withdrawals, you can be assured of easy access to your funds and be ready when the next investment opportunity arises.


Leveraging opportunities


Access additional funds by leveraging on your existing investments, allowing you to boost your portfolio returns.

List of Collateral

Eligible Collateral Type

Asset Margin of Advance

Fixed Deposit

Up to 100%

Unit Trust

Up to 70%

Equities/Stocks

Up to 70%

Insurance Policies

Up to 90% of Day 1 Cash Surrender Value

Bonds

Up to 70%

Eligibility



Individuals aged 21 to 70 years old

Ready to access more capital?

Fees & Charges

Description

Charges

Custody Account Maintenance Fee
(For ELN, Bonds & Equities)

Month End AUM  Amount Charge on AUM
First $20 million 0.30 basis points
Next $20 million to $1 billion 0.20 basis points
Remaining AUM exceeding $1 billion 0.15 basis points

(subject to minimum S$20 per quarter, to be charged end Mar, Jun, Sep & Dec)

Transfer of Securities

Inward / Outward

S$50 per counter

Off Market Transfer (Including Third Party)

For Bonds: S$50 per counter

For Equities: 2 basis points of transfer value per transfer per side (subject to minimum S$100)

Corporate Action

i. Dividend / Income Payment

1% on net dividends, Min S$10 - Max S$200

ii. Right Issue

S$50 per counter

iii. Bonus Issue

N.A.

iv. Proxy Form

S$50 per counter

v. Corporate Action

S$50 per counter

vi. Trade Settlement

S$50 per transaction

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RHB MOBILE

Effortless banking
made for you.

Designed with innovative features, the new RHB Mobile SG App offers unparalleled convenience with seamless functions.

Download the new RHB Mobile SG App and Register now

Terms & Conditions

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