Optimise The Value Of Your Investment Portfolio.

Introduction

Leverage Your Investment Portfolio

Maximise your investment capacity without having to liquidate your existing investments (eg. share, unit trust, bond, structured investment and other assets).

Get a new credit line (Portfolio Financing) with attractive financing rates for up to 3x the pledged collateral value of your existing investments.

You can use the new credit line to make new investments.

Build your investment portfolio comprising both wealth products and latent property as collateral.

How It Works?

How Portfolio Financing (PF) Works?

*The rate of return shown are for illustration purposes only.
**In this illustration, assume PF interest is 5% p.a. on the financing of RM3 mil (Standardised Base Rate ("SBR") + 2% p.a.)
Note that if investment return is less than the PF interest charge, PF interest will be borne by the customer.
For more information, kindly refer to Product Disclosure Sheet (PDS). If you prefer to trade with our panel brokers / investment banks, kindly refer to Product Disclosure Sheet (PDS) - External Portfolio Financing.

Disclaimer

Please note the above information is for illustration purposes only and should not be construed as legal, tax or investment advice. The above information is not tailored to the financial or investment objectives of any one individual and should not be construed as a recommendation or guarantee of any specific outcome or profit, nor should investors assume that their investment performance will equal or exceed the illustrated figures. The above information is not, and shall not constitute an offer to sell, a solicitation of an offer to buy or an offer to purchase any securities, nor should it be deemed to be an offer, or a solicitation of an offer, to purchase or sell any investment product or service. Any past performance, projection, forecast or simulation of results is not necessarily indicative of the future or likely performance of any investment and it may vary according to market fluctuations. Alliance Bank Malaysia Berhad ("the Bank") does not guarantee the result of your portfolio management. The interest rate is indicative, subject to change and all application is subject to the Bank’s approval.