Dear all,
We are pleased to announce the official launch of our new product today.
Purpose Saver is a contemporary 5 years’ savings plan, with options for 3 or 4 years, designed to help your clients meet their short-term savings goals.
To help clients succeed financially, we must be able to help them meet both their short and long term needs. It was with this in mind that we launched Purpose Saver, which aims to help clients identify their savings needs as well as provide the motivation, discipline and solutions necessary to make them a reality. Our product positioning video captures the mission behind developing this product with your customer needs in mind.
Our product offers the following features and benefits:
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Transparent – a transparent, clear and simple charging structure. Clients can see exactly what they are paying for. |
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Choice – we offer a 5 year savings plan with options for 3 or 4 years as well. After the goal is achieved, clients can choose to continue to save, enjoy full or partial withdrawal or progress from a saver to investor by transitioning to a lump sum investment plan. |
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Flexibility – Clients are able to choose how much they would like to save and make increases or decreases to their savings amount after the first six months of saving. |
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Expertise – We offer the ability to choose from a wide range of investment-linked funds which are linked to underlying funds from professional fund houses. We are also able to support your clients in matters related to legacy planning and trust, with our experienced in-house technical experts. |
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Rewarding – We have designed our plan to help individuals identify their goal and put a disciplined plan in place to achieve these. With Purpose Saver, we also reward clients for sticking to their plan with a savings bonus awarded at the end. |
Financial planning is often associated with the long-term. However, life is full of numerous short-term aspirations – this could be anything from needing to set aside enough money to pay for their children’s education, plans to travel the world, starting a business and many more – which are too often neglected. Our mission to help making saving for these goals possible.
Please do visit our website today to learn more about our product offering or contact us if you have any further questions.
Email: Singapore.sales@fpiom.com
Tel: 6320 1088
Website: www.fpinternational.sg
Kind Regards,
Andrew Waddell
Managing Director
Friends Provident International (Singapore Branch)
