Can the lump sum investment consist of different funds?
Yes, the lump sum investment can comprise different funds and the discount will be given based on the total lump sum investment in a single purchase order. However, the discount will only apply to selected funds with FSM sales charge of 2%. Table 2 Fund Name Investment amount Payment method Aberdeen Pacific Equity S$20,000 Cheque Lion Capital Taiwan S$20,000 CPF-OA HSBC Indian Growth S$20,000 SRS Total Investment Amount: S$60,000 For example, if you purchase S$20,000 each of 3 different funds, the discount is given based on total investment amount of S$60,000. Therefore, if you are an existing Silver status investment account holder, you will be given 0.25% discount off FSM 2% sales charge. Similarly, if you are an existing Gold status investment account holder, you will get 0.5% off FSM 2%. (Please refer to Table 2).
