Autumn Life Pte Ltd

About Autumn 3

• What is Autumn?
• What is Autumn’s relationship with Standard Chartered Bank?
• Who are Autumn’s partners?

Security Measures and Data Protection 11

• How does Autumn connect to my accounts?
• How does Autumn / Salt Edge import and sync my financial information?
• Who has access to my banking credentials? Can Autumn/Salt Edge read my Banking login details?
• How does Salt Edge protect my financial information, including my Banking credentials?
• If Salt Edge receives my banking credentials, how does Autumn ensure my information is protected?

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General Enquiries 6

• Is Autumn licensed?
• Why do I need to register my mobile phone number?
• When registering, why can’t I choose a country other than Singapore as my place of residence?
• Is Autumn advising me to take up policies from AIG Asia Pacific Insurance Pte. Ltd. (“AIG”)?
• Is Autumn remunerated for referring me to AIG?

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Finance Features 4

• Can my CPF details be pulled directly from the CPF website via Singpass?
• Does Autumn also aggregate overseas savings, liabilities and assets?
• How often is the investment portfolio in Autumn updated?
• How can I add Cryptocurrency and Robo Advisor investments for my Investment Portfolio valuation?

Autumn Portfolio – Getting Started 9

• What is an Autumn Portfolio?
• What is a risk profile assessment?
• How do I start investing in an Autumn Portfolio?
• Why do you need to assess my financial knowledge and needs?
• What are the risks involved with investing in Autumn Portfolios?

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Autumn Portfolio - Cash Operations 7

• What is a Cash account?
• How can I deposit cash into my cash account to fund my investments in Autumn portfolio?
• Who holds the money? / How is the deposit being transferred from Autumn to Saxo?
• How long would it take for my deposit/withdrawal to be reflected in the cash account?
• I have deposited cash into the cash account, but it has yet to be reflected. What should I do?

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Autumn Portfolio - Managing Investments and Redemptions 9

• What are the minimum investment and redemption amounts?
• Can I invest in more than one Autumn portfolio?
• Why is there a risk profile mismatch when I want to invest in one of the Autumn portfolios?
• How do I sell and redeem my current holdings in one of the Autumn portfolios?
• Are there any fees or charges and how do I pay for them? (e.g. transaction fees, exit fees)

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Autumn Portfolio - General Information 6

• What is Autumn’s relationship with Saxo?
• I already have an account with Saxo. Can I combine my current investments in Saxo with the Autumn Portfolios?
• Why am I receiving emails from Saxo regarding files available on Saxo platform?
• What is Autumn’s relationship with Franklin Templeton (FT)?
• What should I do if I have a complaint?

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Retirement Planning and Goals 0

Savings & Loans 0

Properties 0

Investment 0

CPF 0

AIG Referral 0

Others 0