Autumn Life Pte Ltd

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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