1. The Program

The Anchor Status grants a permanent 0.05% advisory fee reduction on your AutoWealth CPF investments.

2. Eligibility & Program Period

a. Eligibility: This program is open only to existing AutoWealth clients who receive a direct invitation.

b. Program Period: To participate, you must fulfill the qualifying criteria between now and 31 March 2026 (the "Program Period"). The Program Period may be extended at the discretion of AutoWealth.

3. Qualifying for Anchor Status

To be conferred with "Anchor Status", you must complete one of the following two paths during the Program Period:

Path A - The Principal's Path

Make a one-time, lump-sum investment of at least S$20,000 into your CPF portfolio. This can be a single transfer or cumulative transfers that reach the S$20,000 threshold before the end of the Program Period.

Path B - The Strategist's Path

Set up a recurring monthly investment plan of at least S$500 into your CPF portfolio and successfully complete a minimum of 12 consecutive monthly contributions. The first contribution must be made during the Program Period.

4. Anchor Status Benefits

Upon successful completion of Path A or Path B, you will be entitled to the following benefit, subject to the conditions herein:

a. Fee Reduction: A 0.05% advisory fee reduction for all your CPF investments. This benefit is considered permanent, provided the conditions in clause 4.b are met.

Fee reduction applies strictly on 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.

b. Condition for Active Status: The "Anchor Status" and the associated fee reduction are conditional upon maintaining at least one live, funded investment portfolio with AutoWealth. If all investment portfolios under the Anchor Client’s name are fully withdrawn (resulting in a zero balance of invested assets) for a continuous period of 12 months, AutoWealth may revoke the "Anchor Status".

5. General Conditions

a. 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.

b. The "Anchor Status" and its benefits are non-transferable.

c. AutoWealth reserves the right to amend these terms or terminate this program for new participants at any time. Any "Anchor Status" already conferred shall be considered permanent, subject only to the dormancy clause (4.b).

d. In the event of any dispute, the decision of AutoWealth is final. Participation in this program constitutes acceptance of these terms.