CONSOLIDATION - BETTER VIEW AND CONTROL
iGP consolidates all buy and sell instructions transmitted by your wealth adviser
on your behalf and processes the transactions with the respective fund house.
Only one transaction form is required for mutual fund transactions involving different
fund houses. Instead of making separate cheques for each of the fund managers, you are only required to
make one consolidated cheque payment each time, no matter how many funds you purchase.
Clients, who purchase funds directly from fund house or banks, will receive separate statements
and reports from each fund house or bank which they invest with. Thus, they are not able to have a consolidated view of their portfolio.
At iGP, we compile all investment information into one consolidated statement. The statement will reflect the holdings of
all investment products and the completed and pending transactions for the month.
Going paperless can make a difference to our environment. iGP offers clients the option to receive a fund house's
annual reports and notices via email. Through e-notice, information can be disseminated to clients at a much faster speed.
Monthly statements will be available online.