Connect remotely with your Relationship Manager to learn more about Wealth Management solutions
via the SC Mobile APP
Access our market insights, – Anytime – Anywhere via Market outlooks available on SC WebsiteRead More
Our Relationship Managers and Wealth Specialists are always on hand to provide you with in-depth guidance on your wealth management and protection needs. Now, you can have virtual meetings with them at your ease.Read More
Understanding your investment profile is an important step in making an investment decision. Complete and update your Customer Investment Profile (CIP) instantly. If you have an existing SC mobile app, please click here to complete your CIP.Read More
Visit our website regularly to remain updated on them : – New products – Limited time offers – Client campaigns
Get instant General insurance coverage via the SC mobile app.
What you can do?
What you will need?
|Speak with your Relationship Manager or Wealth Specialist virtually to discuss your financial planning, investment and protection needs.||Access to BlueJeans for video conference (your Relationship Manager/ Wealth Specialist will send you a meeting invitation) Your investment and protection needs will evolve over time. Review your investment and life insurance plans from time to time to align them with your life goals and developing market trends.|
|Complete your Customer Investment Profile via SC online or SC mobile app.|
|Complete your Insurance Financial Need Analysis (IFNA) (required for Life Insurance products).|
|Get instant General insurance coverage via the SC mobile app.|
What you can do?
What you will need?
|Schedule meetings with Relationship Manager/ Wealth Advisor for periodic discussion of your portfolio.||Access to BlueJeans for video conference (your Relationship Manager/ Wealth Specialist will send you a meeting invitation) Your investment and protection needs will evolve over time. Review your investment and life insurance plans from time to time to align them with your life goals and developing market trends.|
|A complete Financial Planning and/or Portfolio Review and/or protection review for Life insurance with your Relationship Manager and Wealth Specialist to cater to your evolving financial needs and the changing market trends.|
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It has not been prepared for any particular person or class of persons and it has been prepared without regards to the specific investment objectives, financial situation or particular needs of any person. You should seek advice from a financial adviser on the suitability of the product for you, taking into account these factors before making a commitment to purchase the product. In the event that you choose not to seek advice from a licensed or an exempt financial adviser, you should carefully consider whether this product is suitable for you.
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