MWI Consultants – OUR PRODUCTS

Primary Investment Product

MWI Consultants – To assure our clients that we deliver to them the best service possible, we offer a complete selection of advantageous financial products. Our Account Managers stand always ready to recommend which products are of most benefit to you and your portfolio.

International Equities

Investing so heavily in just one country could mean your portfolio could be adversely affected in case that particular market falls. By investing globally, you can distribute your risks and exploit such regions and industry sectors that have strong markets.

Gilts & Bonds

Gilts and bonds provide an advantageous way to acquire a more predictable and consistent return on your investment. Aside from being easy to buy and to sell, many of them also come with capital­gains tax exemption.

Funds

Funds are a bundled type of investment that allows you to invest indirectly in corporate shares or other investments, such as bonds or shares. Oftentimes, they can also be contained within a tax­efficient ISA cover.

Exchange Traded Funds (ETFs)

Exchange traded funds (ETFs) are a security that monitors a commodity, an index, or a collection of assets, but trades like stocks on an exchange. Likewise, they are more­or­less secure, cost­effective way of investing in the gold­bullion sector.

Exchange Traded Commodities (ETCs)

ETCs are handily traded investments offering easy access to hard­to­access commodity markets. They fit into a vast selection of risk profiles as well.

Structured Products

Structured products include synthetic investment instruments, created to satisfy particular needs not provided by standardized financial instruments. They provide opportunities to invest in otherwise hard­to­access assets or take a risk­conformed exposure to traditional assets.

Foreign Exchange

There are many different classes of foreign exchange investments options ranging from pot exchanges to forward exchange contracts, including option dated forward exchange agreements.

Covered Warrants

Issued by financial agencies, covered warrants include flexible tools offering leveraged exposure to a broad selection of underlyings, such as baskets, equities, indices, currencies and commodities.

Contracts for Difference (CFDs)

CFDs is a leveraged ‘derivative’ product which offers the potential to trade on live­market price movements without physically holding the underlying instrument.

Financial Spread Trading (FST)

Financial Spread Trading lets you speculate on the rise­and­fall of international financial markets and delivers a tax­efficient option to other trading alternatives, such as share dealing.

Turbos

Turbos monitor an underlying asset, often a European currency or index and gives investors a way to acquire full exposure to an asset’s price. They also include a “knock­out barrier” and, therefore, offer limited downside risk.

New Issues

New issues opens options to access investments before they are traded on the market and come in two major forms: New Retail Bonds or Initial Public Offerings (IPOs).

Cash

Aside from bank and building society accounts, cash investment also involves bank deposit certificates and cash funds offered by fund managers

MWI Consultants in Singapore, Asset Management Singapore, portfolio management: PRIVACY POLICY

This Privacy Policy governs the manner in which MWI Consultants collect, uses, maintains and discloses information collected from users (each, a “User”) of the www.mwiconsultants.com (http://www.mwiconsultants.com) website.

We may collect personal identification information from Users in a variety of ways, including, but not limited to, when Users visit our site, fill out a form, and in connection with other activities, services, features or resources we make available on our Site.Users may be asked for, as appropriate, name, email address, mailing address, phone number. Users may, however, visit our Site anonymously. We will collect personal identification information from Users only if they voluntarily submit such information to us. Users can always refuse to supply personally identification information, except that it may prevent them from engaging in certain Site related activities

NON-PERSONAL IDENTIFICATION INFORMATION

We may collect non­personal identification information about Users whenever they interact with our Site. Non­personal identification information may include the browser name, the type of computer and technical information about Users means of connection to our Site, such as the operating system and the Internet service providers utilized and other similar information.

WEB BROWSER COOKIES

Our Site may use “cookies” to enhance User experience. User’s web browser places cookies on their hard drive for record­keeping purposes and sometimes to track information about them. User may choose to set their web browser to refuse cookies, or to alert you when cookies are being sent. If they do so, note that some parts of the Site may not function properly.

HOW WE USE COLLECTED INFORMATION

MWI Consultants may collect and use Users personal information for the following purposes

- To run and operate our Site

We may need your information display content on the Site correctly.

- To improve customer service

Information you provide helps us respond to your customer service requests and support needs more efficiently.

- To personalize user experience

We may use information in the aggregate to understand how our Users as a group use the services and resources provided on our Site.

- To improve our Site

We may use feedback you provide to improve our products and services.

- To send periodic emails

We may use the email address to send User information and updates pertaining to their order. It may also be used to respond to their INQUIRIES , questions, and/or other requests.

HOW WE PROTECT YOUR INFORMATION

We adopt appropriate data collection, storage and processing practices and security measures to protect against unauthorized access, alteration, disclosure or destruction of your personal information, username, password, transaction information and data stored on our Site.

SHARING YOUR PERSONAL INFORMATION

We do not sell, trade, or rent Users personal identification information to others. We may share generic aggregated demographic information not linked to any personal identification information regarding visitors and users with our BUSINESS partners, trusted affiliates and advertisers for the purposes outlined above.

CHANGES TO THIS PRIVACY POLICY

MWI Consultants has the discretion to update this privacy policy at any time. When we do, we will post a notification on the main page of our Site. We encourage Users to frequently check this page for any changes to stay informed about how we are helping to protect the personal information we collect. You acknowledge and agree that it is your responsibility to review this privacy policy periodically and become aware of modifications.

CONTACTING US

If you have any questions about this Privacy Policy, the practices of this site, or your dealings with this site, please contact us (contact_us.php).

MWI Consultants in Singapore, Asset Management, Portfolio Management: Our Approach

Safeguarding Your Financial Future

Pondering upon ways to build up your wealth involves one of the main concerns you will face today. We offer you a strong protection for your financial future by delivering counseling and planning services we deem best suited to help you attain your financial objectives.

FINDING A RISK PROFILE THAT SUITS YOU

Our major thrust in serving clients is to match their risk expectations as a vital factor in a financial strategy. Hence, we only deliver investments that suit a particular risk­profile you will be comfortable with and at the same time obtain the level of profitability that satisfies your long­term needs. Considering that your financial needs or and situation may change in time, as they always do to some degree, we aim to collaborate with clients and work with them hand­in­hand to manage their portfolios and suggest necessary changes when required. Moreover, we will submit up­to­date status reports and assessments that offer a clear and comprehensive perspective of your financial progress.

CREATING THE RIGHT STRATEGY FOR 

Our commitment is to create a financial plan for you utilizing a welldesigned investment strategy which requires allotting assets over a central portfolio with other related Investments. The procedure blends an investment approach supported by international economic research and extensive analysis into every particular type of securities available for you.

With the investment industry continually changing in time, we assure our clients of the best information and prospects by utilizing the most up­todate market technology available. Together with our track­record and know­how, we are in a better position than the rest of our competitors to map out a bright and obstacle­free road toward your financial success.

INVESTMENT WITH THE PERSONAL TOUCH

We do not consider any client just another portfolio account but a person with needs and dreams. Your personal choices and goals will serve as the foundation for a truly customized strategy we will work together to create and which will represent your entire character.

Likewise, we firmly believe that the more you have access to valuable information, the more confident you are to make sound financial decisions. As a result, we are in a better position likewise to devise and fine­tune a portfolio that is best suited to your objectives as well as being consistent with your values.