FSMOne Campaign Offers 0.5% Promotional Sales Charge For Selected Unit Trust Funds
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Online wealth management platform FSMOne is currently running a campaign that provides its customers with a promotional sales charge of 0.5% for selected unit trust funds. Ongoing until 30 December 2021, the deal is offered in conjunction with FSMOne’s reveal of its 2022 Key Investment Themes and Outlook research.

Specifically, the promotion will be provided for a total of 20 funds from a number of developed and emerging markets, including Malaysia, Europe, Japan, China, and India. Most of these markets are rated as fairly attractive investment markets in the recently published report, where FSMOne shared some predictions as to what it thinks may happen in the investment sphere in 2022.

Some key funds that you can look forward to investing via this promotion include the Principal Greater China Equity Fund (AUD Hedged, MYR, MYR Hedged, RMB Hedged, SGD Hedged, USD) and the Eastspring Investments Dinasti Equity Fund. The full list of funds that are on offer is as follows:

Note that if you’d like to tap into this promotion, you must ensure that all cash payments made to FSMOne – inclusive of cheque and online payments – must be completed by 3pm on 30 December 2021. Meanwhile, those who are investing via their Employees Provident Fund (EPF) i-Akaun have until 4pm on the same day to do so.

FSMOne also clarified that customers who have registered for a Regular Savings Plan (RSP) will see the usual sales charge adjusted to reflect the promotional fee where applicable. Additionally, the online platform stressed that this promotion does not apply to intra-switch transactions (switching between funds managed by the same fund house).

Finally, accountholders who are enrolled in the FSMOne Rewards Programme will be entitled to either this promotional sales charge or the FSMOne Rewards Programme discount – whichever is lower. You will not be able to tap into both.

(Source: FSMOne)

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