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Financial advisory
RES5Financial Advisory Services✓Under CPFIS-OA: (a) Up to 35% of investible savings may be invested in shares, property funds and corporate bonds. (b) Up to 10% of investible savings may be invested in gold. (c) The limits are computed on the raw OA balance. (d) Selected higher-risk unit trusts, ETFs and investment-linked insurance products also count within the 35% limit. Which of the following are CORRECT?
RES 1B guide Table 6.2.1: the 35% limit covers shares, property funds, corporate bonds and selected ILPs, unit trusts and ETFs; the 10% limit covers gold ETFs and other gold products. Both are percentages of investible savings, i.e. the amount above the S$20,000 OA set-aside, not the raw balance.
Investible savings, not the raw balance; and 'selected' funds sit inside the 35%.
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