facebookIf i have reached the cap of OCBC 360 account, and have a side CIMB FastSaver account. Looking to utilise the amount in CIMB better, what are some available options? - Seedly
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Anonymous

Asked on 30 Dec 2020

If i have reached the cap of OCBC 360 account, and have a side CIMB FastSaver account. Looking to utilise the amount in CIMB better, what are some available options?

DIY investment should be out of the option... If I'm looking into OCBC roboinvest VS getting an investment plan from Prudential, what are some of the things I should look out for?

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PolicyWoke

PolicyWoke

Level 6. Master

Answered on 30 Dec 2020

Hi Anonymous,

Do speak with both OCBC and your Prudential financial advisor on the respective products'/solutions' suitability.

Also, for any investment-linked policy, before signing up, make sure you read and understand the following statement which can be found in the proposal:

Buying a life insurance policy is a long-term commitment. An early termination of the policy usually involves high costs and the surrender value payable (if any) may be less than the total premiums paid.

Disclaimer: PolicyWoke is a 2nd-hand endowment policies broker

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