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Anonymous
I can’t do trading due to company policy. Is there any better way for me to invest in this market? What are the ways which advisor are able to assist? What about the charges?
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Pang Zhe Liang
28 Mar 2020
Fee-Based Financial Advisory Manager at Financial Alliance Pte Ltd (IFA Firm)
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We will need to know the contractual obligations associated with your company before we can determine the best route for your wealth accumulation journey.
Professionally, I have been working with similar group of clients who faced similar restrictions as well. However, there are valid financial instruments that they can use to this end. Above all, it depends on the terms and conditions set by the company.
I share quality content on estate planning and financial planning here.