Dear clients, due to overwhelming response for the promotion, we will be closing the promotion by 2359 hrs, 11 June 2021. For new sign-ups before 00:00 hrs, 12 June 2021 who correspondingly meet the criteria of funding their account by 31 July 2021, you will be awarded the rewards based on your funding amount. Thank you for your participation.

In just a blink of an eye, midyear will be upon us — so now is a great time to reflect on the New Year’s resolutions and goals we set at the start of the year! Did you know that more than 80% of New Year’s resolutions fail by midyear? If you are part of this majority, fret not, as we are here to help you make headway on your financial goals.

At Endowus, we strive to make investing easier for everybody by providing better access to institutional share-class funds at lower fees to help achieve higher returns. Our portfolios have proven track records of strong returns over the past 10 years**. Simply tell us your goals, risk tolerance, and investment horizon, and we will recommend a suitable portfolio for you. Find out how to get started here.

To help get things rolling, from now till 31 July 2021, get a $100 worth of rewards* on your first $10,000 invested in any of our General Investing or Cash Smart portfolios. What’s more, you can also  get an additional $50 worth of rewards* for every additional $5,000 invested (up to a total $500 worth of rewards* for the first $50,000 invested).

Eligibility:

  • This promotion is only valid for New Clients. “New Clients'' are defined as participants who make a first investment with Endowus between 00:00 on 7 June 2021 and 23:59 on 31 July 2021.
  • Only investments made in either Endowus General Investing (Core, not ESG) or Cash Smart (Core, Enhanced, or Ultra) will be eligible for the promotion.
  • Only investments made with Cash or SRS will be eligible for the promotion. CPF investments will not be considered as qualifying investments.

Full terms and conditions are available here.

*Rewards will be issued in units of LionGlobal All Seasons Fund (Growth)

**Investment involves risk. As such, the capital value of investments and the income from them may go down as well as up and may become valueless. You should carefully consider whether any investment views and products/services are appropriate in view of your investment experience, objectives, financial resources and relevant circumstances or seek financial advice via Endowus’ platform. Past performance is not a reliable indicator of future performance and any projections indicated in this advertisement are not guaranteed and should not be relied upon as an indication of future results. Past performance information may also be out of date. This advertisement has not been reviewed by the Monetary Authority of Singapore.

FAQ

When does this promotion end?

This promotion starts 00:00 on 7 June 2021 and ends 23:59 on 31 July 2021. Endowus reserves the right to hold, void, cancel, suspend, or amend the promotion at any time without prior notification to participants.

Are existing clients eligible for this promotion?

No, this promotion is for new clients only. “New Clients'' are defined as participants who make a first investment with Endowus between 1 June 2021 and 15 August 2021. For avoidance of doubt, if you have an existing Endowus account but have not made your first investment, you are eligible for this promotion. Existing clients who have already invested with Endowus will not be eligible.

Will investments in Fund Smart (Customised Portfolios) be eligible for this promotion?

No, only investments into Endowus General Investing (Core, not ESG) or Cash Smart (Core, Enhanced, or Ultra) will be considered for this promotion. Based on your financial objectives, needs and risk tolerance, you can set up another goal and invest into other products, but those investments will not be eligible for this promotion.

If I have multiple investment goals, how will the qualifying investment be calculated?

All investment goals within the eligible portfolios (General Investing or Cash Smart) will be eligible for this promotion. Total qualifying investment will be based on the sum of all eligible goals.

Will my recurring investment be included for the promotion?

If the recurring investment fulfils the eligibility criteria and investment is transacted within the promotional period, it will be included in the promotion.

Can I receive the $100-$500 promotion in a different fund than LionGlobal All Seasons Fund (Growth)?

No, the promotional amount will only be added to LionGlobal All Seasons Fund (Growth). However, you are free to redeem the units in the LionGlobal All Seasons Fund (Growth) and use the proceeds as you wish after the 90 days minimum holding period. It should be noted that this is a promotional award and should not be construed as a recommendation of the LionGlobal All Seasons Fund (Growth) for your specific needs and objectives.

Is the LionGlobal All Seasons Fund (Growth) $100-$500 promotion credited as a Cash, CPF or SRS investment?

It is a Cash investment, regardless of whether your qualifying investment was funded using Cash or SRS monies.

Do I need to pay access fees for the LionGlobal All Seasons Fund (Growth) fund?

Yes, the standard access fees for Cash investments apply.

Can I sell or withdraw all or part of the $100-$500 promotion?

Yes, but only after the 90 days minimum holding period. The 90 days minimum holding period starts from the day the promotional LionGlobal All Seasons Fund (Growth) units are credited into your Endowus account.

Can I still receive a referral incentive in addition to this promotion?

Yes, this promotion will be applied on top of any other new account incentives. And as a client you will still be able to receive any additional incentives for the referrals you make.

Where can I learn more about LionGlobal All Seasons Fund (Growth)?

Click here to learn more about LionGlobal All Seasons Fund (Growth)