OUR OFFERINGS: KRISTAL FREEDOM ACCOUNT...Services • Investment Goal aligned AI & Advisory...
Transcript of OUR OFFERINGS: KRISTAL FREEDOM ACCOUNT...Services • Investment Goal aligned AI & Advisory...
OUR OFFERINGS: KRISTAL FREEDOM ACCOUNT
Client Category • Retail
• non-Retail / Private Wealth / Accredited Investor (as per SGP definitions)
Client Jurisdiction • Residency: ALL except India & USA • Nationality: ALL except USA • Tax: ALL except USA
Onboarding Entity • KRISTAL Advisors SG Pte Ltd
Broker & Custodian • Saxo Capital Markets Pte Ltd. Singapore and their global custodians
Trustee Bank • DBS Bank Singapore
Markets • Global, Markets with restricted currencies not available (e.g. INR)
Product • ETFs
• ETF KRISTALs
Services • Investment Goal aligned AI & Advisory self-serve Algorithm to construct, monitor and rebalance portfolio
• iOS / Android App
Minimum Investment • No minimum required (USD 5,000 recommended)
Fees & Charges • A/C value <= USD 50,000:
NIL (if 25 or less buy/sell of Kristals per calendar year; Every SIP initiation / pause / stop is considered as 1 trade), ELSE
0.30%p.a. of A/C value, charged QUARTERLY, computed MONTHLY on calendar month-end A/C value
• On Incremental A/C value > USD 50,000:
0.30%p.a. of A/C value, charged QUARTERLY, computed MONTHLY on calendar month-end A/C value
• NO additional brokerage or commissions
• Money transfer and FX conversion charges applicable per Money Movement Fee Schedule