iAdvisor® Intelligent Portfolios

Choice

Investors can choose the portfolios to invest in

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Expert Management

Portfolios are constructured by the manager based on a transparent rules-based framework and regulary reviewed and rebalanced

Efficient Investing

At the click of a button, investors invest in the underlying securities that make up a portfolio

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Informed

Investors know what securities they have invested in and can monitor the risk and performance of the portfolio

Convenient

Access anytime, anywhere and on any device

Affordable

Low minimum investment thresholds and reduced fees

Real-time Performance, at your fingertips

Gives investors 24/7 access to everything they need to know about their investment portfolios such as risk indicators, performance metrics and P&L

Your investments, Your Choices

iAdvisor® allows investors to choose the portfolios to invest in – currently there are 28 pre-defined portfolios on iAdvisor® covering investment themes ranging from banking to Fourth Industrial Revolution themes like cyber-security, robotics, and driverless cars

  • Each iAdvisor® portfolio is designed to track an investment strategy or idea – for example, if an investor is looking for dividend yield in Singapore, the investor can invest in the “SMART Real Estate Singapore” portfolio
  • iAdvisor® allows real-time trade execution – at the click of a button, investors can for example, invest in the “SMART Real Estate Singapore” basket of 13 SGX-listed REITs and property stocks that currently provide an annual dividend yield of 5%
  • Investors invest directly in the underlying stocks of each iAdvisor® portfolio – they know exactly what securities they have invested in
  • iAdvisor® portfolios are fully customizable, regularly reviewed and re-balanced
  • Investors can access iAdvisor® anytime, anywhere and on any device
  • iAdvisor® makes investing affordable by applying low minimum investment thresholds

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ACCREDITED INVESTOR DECLARATION

Jachin Capital Pte Ltd (“JCPL”) is a holder of a Capital Markets Services (“CMS”) Licence and an Exempt Financial Adviser. We provide fund management services and financial advice to Accredited Investors. We are regulated by the Monetary Authority of Singapore (“MAS”).

Accredited Investors

Accredited investors are assumed to be better informed, better able to assess the merits and risks of investment products and services and have access to resources that protect their own interests. As such, there is less regulatory protection given to accredited investors. Should you meet the qualifications for an accredited investor as defined in the section below and wish to proceed to be treated as such, please make the following declaration.

Declaration of Investor Status

Investment strategies and model portfolios (the “Portfolios”) managed by JCPL may only be offered to “accredited investors” or “institutional investors” within the meaning of the Securities and Futures Act, Chapter 289 of Singapore (the “SFA”).

 

By using this web-site you represent and warrant that you qualify as an “accredited investor” or “institutional investor” under one of the following categories of “accredited investor” or “institutional investor” set out below.

 

Accredited Investor

  • whose net personal assets exceed in value S$2 million (or its equivalent in a foreign currency) or such other amount as the MAS may prescribe in place of the first amount.For the purpose of this category, in determining the value of net personal assets, the value of the individual’s primary residence: (i) is to be calculated by deducting any outstanding amounts in respect of any credit facility that is secured by the residence from the estimated fair market value of the residence; and (ii) is taken to be the lower of the following: (x) the value calculated under paragraph (i); or (y) S$1 million;
  • whose financial assets (net of any related liabilities) exceed in value S$1 million (or its equivalent in a foreign currency) or such other amount as MAS may prescribe in place of the first amount, where “financial asset” means –(i) a deposit as defined in Section 4B of the Banking Act (Cap. 19) of Singapore;

    (ii) an investment product as defined in section 2(1) of the Financial Advisers Act (Cap. 110) of Singapore;

    any other asset as may be prescribed by regulations made under Section 341 of the Securities and Futures Act (Cap. 289) of Singapore; or

  • whose income in the preceding 12 months is not less than S$300,000 (or its equivalent in a foreign currency) or such other amount as the MAS may prescribe in place of the first amount.