Single contributions can be added at any time for both My : Savings Strategy and My : Investment Strategy accounts. The process can be initiated online by the account's financial advisor and then approved by the account owner.

Go to the “Accounts” tab on the left panel and select the relevant account.

Click the blue “Add” button (top right) and select “Single contribution.” A draft transaction will be created.

Account holder information is pre-filled and cannot be edited. If any changes are needed, please contact our team.

The adviser must validate and update all KYC details, including the source of funds for the new investment.

Enter the effective date and contribution amount. The existing payment method will appear by default, but it can be changed if needed.

Click the rebate icon (top right of the screen) to rebate 50% or 100% of the adviser’s commission. Product charges will be reduced accordingly.

Use the “Add Fund” button to choose up to five funds. Allocate percentages until the total equals 100%.

Click “Send to client” to submit the request. The client will receive a notification to digitally sign the transaction.

Once signed, the request will be reviewed and approved by our Compliance Team.