myWealth Advisor – Standard Chartered Taiwan (en)

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FOR INDIVIDUAL

Priority Banking

FOR BUSINESS

Business Banking

What is myWealth Advisor?

A personalised investment planning tool that combines Chief Investment Office house views and expert insights to help you capture the right opportunities.

myWealth Advisor

myWealth Advisor

Simply personalised

Allows your Relationship Manager to provide up-to-date investment ideas based on your portfolio, asset and current investment holdings with us.
Regular portfolio review

Stay informed on the performance of your investments along with updates on the market outlook.
Tailored insights and actionable ideas

Get clear investment ideas with accompanying rationale based on our House views.
Insights driven by advanced analytics

Invest confidently with market views developed by Standard Chartered experts and data on wealth management solutions.

Introducing mywealth Advisor

Achieve your investment vision with our personalised investment planning tool

Important Notice/Disclaimers

Disclaimer

The information contained in this article/video is for general reference purposes only and it is not a basis for an investment reference or investment advice. This document/information in this article/video is not, and should not be construed as, an offer, invitation, or solicitation to buy or sell any of the products and services mentioned herein. Standard Chartered Bank (Taiwan) does not guarantee the exhaustive and correctness of all information provided. All information, opinions and any prices mentioned are subject to change without notice. Standard Chartered Bank (Taiwan), Standard Chartered PLC and other affiliated of Standard Chartered Group do not act as an adviser and assume no fiduciary responsibility or liability for any consequences. In any event, past performance is not indicative of future results. Investment involves risk. Investor should carefully consider your risk tolerance level or other crucial factors and seek independent opinions prior to making any investment. Investor should make the investment decision according to your own judgment and all investment decisions of an individual remain the specific responsibility of that individual. The copyright of this document belongs to Standard Chartered Bank (Taiwan), and no parties are authorized to copy or quote.

Using myWealth Advisor

- Notwithstanding any discussion with your Relationship Manager, before deciding to proceed with any investment transaction, you should make an independent assessment about the risks, merits and appropriateness of each investment transaction, and seek independent professional advice.
- We are not providing portfolio monitoring services and are not obliged to review, manage or monitor the performance of your investment holdings.
- There are possible disadvantages from subscribing, selling or switching and the Bank makes no warranty on your decision to buy, sell or switch at any material time.

myWealth Advisor Limitations

- The investment ideas generated through the myWealth Advisor service have taken into consideration your current risk profile, cash balances, investment funds, bonds, equities, structured investments and structured products holdings that you have held with the Bank.
- Your investment concentration, holdings in insurance, leverage or other loans with the Bank, and any other investment holdings, assets / liabilities outside the Bank are not considered in the myWealth Advisor service.
- Currently, myWealth Advisor only generates investment ideas on investment funds based on your current asset allocation and the model asset allocation under predefined rules.
- myWealth Advisor does not offer automatic portfolio rebalancing.
- The algorithms may include performance data and statistics that are derived based on historical data and methodologies formulated on various assumptions.
- Extreme events such as drastic market declines are not explicitly modelled.
- Prices and market values are for your information only and their accuracy is not guaranteed, and they may not be relied upon by any party as the basis for making any trading, hedging or investment decision. Prices including those of exchange traded securities are generally based upon the last traded price at close of market. Funds are valued based on the latest available net asset value. Where any price is provided, it represents an indicative market valuation only and as an estimated value may differ substantially from prices at which you may be able to sell a product and may not include redemption charges or other charges.