Create your corporate profile
Choose how you want to invest digitally
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Digital Adviser
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Fund Direct
Digital Adviser
For corporates who prefer to receive professional advice and a portfolio solution customised to your risk profile.
Set your corporate investment objectives
Complete an online risk assessment so we understand your investment goals, risk tolerance level and investment horizon.
Review the portfolio that we’ve built for you
You will receive a customised portfolio based on your input. Fine-tune it further by adjusting your overall risk appetite or setting limits to your level of exposure for each asset class.1
Aggregate your investment goals with the portfolio planner
Input all your inflows such as current and future contributions, and outflows such as expense goals. Plan ahead for up to 30 years and prioritise your goals. The portfolio planner will then calculate the success probability2 for your plan.
Get started by contributing funds
Top up your Fund Direct account using bank payment modes such business internet transfer or telegraphic transfer.
We’ll invest while you run your business
We’ll review and rebalance your portfolio quarterly and whenever you make new contributions or withdrawals to stay relevant in different market cycles.
Fund Direct
For corporates who prefer an independent approach to investing.
View our list of unit trusts
Access a list of UOBAM unit trusts including those that UOBAM has launched with sub-managers to offer investors access to more investment choices.
Select unit trusts to invest in
Choose your base currency and allocate funds in your company’s preferred unit trusts.
Get started by contributing funds
Top up your Fund Direct account using bank payment modes such business internet transfer or telegraphic transfer.
Manage investments independently
Monitor your corporate investments with flexibility to buy or sell as and when you require.
You are now on track to reach your company’s investment goals.