Alliance Bank Portfolio Financing allows you to capitalise on your existing investments (eg. unit trust, shares, bonds, and other key liquid assets) to maximise your purchasing power.
Pledge your existing investments to us as collateral. We will grant a new credit line (Portfolio Financing) up to 3X of your pledged collateral value at attractive financing rates.
You can use the new credit line to make new investments.
By doing so, you can maximise your purchasing power while retaining your current investments and grow your overall investment portfolio.
Alliance Bank Portfolio Financing allows you to capitalise on your existing investments (eg. unit trust, shares, bonds, and other key liquid assets) to maximise your purchasing power.
Pledge your existing investments to us as collateral. We will grant a new credit line (Portfolio Financing) up to 3X of your pledged collateral value at attractive financing rates.
You can use the new credit line to make new investments.
By doing so, you can maximise your purchasing power while retaining your current investments and grow your overall investment portfolio.
*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.
*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.
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.
