General Content

Where You Hold Your Plans

Over time, many of us accumulate different investment plans and products that hold and administer our monies (such as ISAS, pension plans, investment bonds and so on). The innovation of technology has evolved the way your monies can be held, namely through things called Platforms. There are pros and cons for platforms.

While there are many tangible benefits for using a platform, it is not always in every client’s interest to hold all or any of their monies on a platform. We will review your existing provisions and make recommendations as to whether you should consider holding your assets on a platform.

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