AutoWealth CPF Upgrade: 0% Fees (Limited Access)

EXCLUSIVE EXISTING CLIENT PERK

THE STRATEGY YOU TRUST. NOW FOR CPF

The same proven portfolios that grew your cash, now optimized for your retirement. 0% CPF Fees for 18 months.

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CPF

AUTHORISED
DIGITAL ADVISOR

Authorised to offer advisory services to CPF Investment Scheme investors.

500

TRUSTED BY
FORTUNE 500

Selected to power retirement plans for global multinationals.

NATIONAL
BACKING

Founded at NUS. Backed by SGInnovate.

DON'T JUST RETIRE.
LIVE BETTER.

THE FOUNDATION

2.5%

Risk-Free OA Base

→

THE UPGRADE

6-14%*

10-year annualized returns

Safety is vital, but growth is freedom. Keep your first $20k secure in CPF OA (The Foundation) while we work your excess CPF to capture global market returns.

*Based on 10-year annualized returns of AutoWealth CPF portfolios (Risk 2 to 5). Investments always involve risks and the possibility of losses. Any reference to past performance is not necessarily indicative of and is no guarantee to the future or likely performance of your investments.

THE INTELLIGENT UPGRADE.

OPTIMIZED. LIQUID. SECURE.

FLEXIBLE

NO LOCK-INS

Start with just S$3,000—perfect for running a pilot portfolio to compare performance. Need the funds back? Withdraw to your OA anytime for housing or personal needs.

SECURE

PHILLIP SECURITIES

Your assets are safeguarded by one of Singapore's longest-standing brokerage houses. We direct the investments; they hold the vault.

WAIVED

0% CPF FEES (18 MTHS)

(Exclusive to existing AutoWealth clients)

Fees eat into your compound returns. We take S$0 & rebate 100% trailer fees. This ensures every dollar of return stays invested to generate even more growth for you.

Thereafter, fees revert to our standard 0.28% p.a. with 100% trailer fee rebate— significantly lower than the market average

Terms & Conditions apply.

1. The Offer (Double Benefit)

Eligible clients will receive two distinct benefits for their CPF Portfolio:

0% Advisory Fee: The AutoWealth Advisory Fee is fully waived for 18 months.
100% Trailer Fee Rebate: Any trailer fees (commissions) received from fund managers are 100% rebated back to you. This applies both during the waiver period and in perpetuity thereafter.

2. Reversion to Standard Pricing

Upon the expiration of the 18-month waiver, the advisory fee will automatically revert to our standard rate of 0.28% p.a. (Phillip Securities transaction, custody & all other related costs are absorbed by AutoWealth).

Note: The 100% Trailer Fee Rebate remains active permanently, ensuring lowest-possible net costs.

3. Eligibility & Setup Deadline

This promotion is exclusive to existing AutoWealth clients who receive a direct invitation. To secure the waiver privilege, you must complete the opening of your Phillip Securities CPF Custody Account by 31 March 2026.

Definition: Setup is considered complete only upon receipt of the "Account Active" email notification from AutoWealth.

4. Validity & Activation Trigger

Once the account is opened and the waiver is secured, you may activate the promotion at any time by funding your CPF portfolio (Minimum Initial Investment: S$3,000) before 31 December 2030.

Start Date: The 18-month waiver period commences strictly on the Date of Trade Execution (the day your initial buy orders are executed in the market).

5. How to Keep Your Waiver

This waiver is a privilege for active clients. To keep it, you simply need to have at least one funded investment with us (CPF, Cash, OR SRS).

If you invested your CPF with us: You are all set! Your CPF portfolio counts as your active investment. You do not need to open a separate Cash or SRS portfolio to use this waiver.
If you don't invest in anything: If you claim the waiver but have zero funded portfolios (no CPF, no Cash, and no SRS) for more than 6 months, the waiver will be cancelled.

6. Fees & Exclusions

The waiver applies strictly to the AutoWealth Advisory Fee. It does not cover:

Fund-Level Fees: Expense ratios charged directly by the fund managers (e.g., Lion Global Investors) which are deducted from the Net Asset Value (NAV) of the funds.
Agent Bank Fees: Fees of S$2.00 to S$2.50 per deposit & withdrawal charged by the Agent Bank. Quarterly service charge of S$2.00 to S$2.50 by the Agent Bank regardless if there are any transactions in the quarter.

7. Investment Risks

Risk Disclosure: Investments always involve risks and the possibility of losses. Any reference to past performance is not necessarily indicative of and is no guarantee to the future or likely performance of your investments.

General: This waiver is non-transferable. AutoWealth reserves the right to amend these terms or terminate this program for new participants at any time. In the event of any dispute, the decision of AutoWealth is final. Participation constitutes acceptance of these terms.