Introduction | Regular Savings Plan Malaysia

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RL360 Regular Savings Plan Malaysia

A flexible regular savings plan combining choice with quality global funds to help investors build wealth for the future.

Introduction

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Our savings plan is a quality product for clients who wish to save for the future regularly but flexibly - perhaps to supplement their savings outside of pensions or other tax-advantaged vehicles. It provides the potential to build up cash for substantial future expenditures, such as paying school or university fees or supplementing income in retirement for investors in Malaysia, which include nationals and expats.

 

Saving money may seem insignificant right now to some clients, but accumulating wealth for the future is always a good idea. Whether the aim is to save for a more secure future or a specific purpose, our savings plan can help establish a disciplined savings routine to help achieve your clients financial goals, whatever they may be. 

 

What’s more, it's far from being an unknown quantity. Based on one of our previous high-selling plans that advisers loved so much, it offers a whole range of benefits to make it even more of a flagship product. 

 

All in all, it's a savings plan that can be offered to your clients with confidence.

 

 

Features of our Regular Savings Plan include the ability for your clients to:

 

  • Save as little as USD 350 per month
  • Choose from 1 of 4 plan currencies - US Dollars (USD), Euros (EUR), Pounds Sterling (GBP) and Australian Dollars (AUD)
  • Select from various payment methods (inc. credit cards)
  • Invest 100% of each regular payment saved. For those savings plans that qualify, we will increase the investment allocation rate up to 102% of every payment saved
  • Qualify for a starter bonus of up to 600% of the first months payment
  • Boost plan values at the end of the payment term with a loyalty bonus
  • Choose from over 350 funds
  • Switch funds online with no charges
  • Increase how much they save or add a lump sum at any time
  • Monitor the progress of their plan online 24/7
  • Make withdrawals before the end of the payment term subject to product rules
  • Remain invested after the end of the payment term until they need some or all of their money
  • Potential to benefit from unit cost averaging and compound interest over the savings term.

 

Our Regular Savings Plan Malaysia is designed for investors looking to save over the medium to long term.