BUILDING AN
INVESTMENT PORTFOLIO

The best decisions are informed decisions

Your advantage as a CIMB Preferred member lies in your exclusive access to financial advice, a Relationship Manager who understands your investment portfolio, and the diverse investment products that you can choose from to fit your unique goals and risk preference.

Know which investments are best suited to you

Your Relationship Manager can help you determine if you are an aggressive, balanced or conservative investor and recommend products that are ideal for you.

Know where your money is now

Your Relationship Manager can help you diversify your investments and assets by periodically reviewing your portfolio and offering you advice based on dynamic asset allocation methodologies.

Know the world around you

Receive regular market updates and get access to the views of industry experts to help you keep up with the ever-changing financial landscape. Find out more about our financial advisory capabilities here.


Solutions for your needs

Recommended solutions Core benefits
Dual Currency Investment

Invest in major currencies of your choice.
  • Extensive range of currency pairs to invest in
  • Potentially higher returns than local currency Fixed Deposits
  • Tenures from as short as one week
  • Zero sales charge and management fees
Equity Linked Notes

Enhance your yield on your investment and invest in shares at a discount
  • An opportunity to invest in Ordinary shares at discounted prices
  • Potentially higher returns than Fixed Deposits
  • Short tenures from one to three months
  • Zero sales charge and management fees
Bonds

Debt instruments that make periodic interest payments throughout their lifetime and principal repaid at maturity
  • Steady stream of income
  • Portfolio diversification and balancing
Structured Deposits

A combination of a deposit and an investment product where returns are usually dependent on the performance of underlying financial instruments
  • 100% capital guarantee if held to maturity
  • Potentially higher returns than Fixed Deposits
  • Zero front-end fees and charges
Unit Trusts

A pool of funds which will be invested in securities managed by professional fund managers
  • Portfolio diversification
  • Access to global markets
  • Affordable and flexible investment options
  • Daily redemption based on daily market valuation

Speak to us about how we can help you

For assistance, please contact your Relationship Manager, call our CIMB Preferred At-Your-Service, visit us at a branch nearest to you, or write to us to schedule an appointment.

Explore more financial solutions in our Daily Banking and Financing Solutions and Regional Banking Solutions.

The information on this website is intended for general circulation and should not be interpreted as an offer to sell, solicit an offer to purchase or subscribe for any investment or insurance plan. It does not take into account the specific investment objectives, financial situation or particular needs of any person. You may wish to seek advice from a financial adviser before making a commitment to purchase the product. In the event that you choose not to seek advice from a financial adviser, you should consider whether the product in question is suitable for you.
Terms and conditions apply to all products and services.


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