Accredited Investor

An Accredited Investor is an individual:

1. Whose net personal assets exceed in value SGD 2 million (or it's equivalent in a foreign currency) with value of his/her primary residence capped at SGD 1 million, or

2. Whose financial assets (net of any related liabilities) exceed in value SGD 1 million (or it's equivalent in a foreign currency), or

3. Whose income in the preceding 12 months is not less than SGD 300,000 (or it's equivalent in a foreign currency)

Transaction Fees & other charges

Kristal.AI enables you to hold your investments in the following manner:

Kristal.AI Investment Account:

A segregated Client-Money account maintained in Saxo Capital markets. Kristal segregates the assets for each client, including reporting, in its system.
Supports ETF and REIT investments only
Kristal.AI Investment account is Commissions-free for assets up to USD 50,000 or equivalent.
- Brokerage fees: SGD 0
- Exchange fees: SGD 0
- Custody fees: SGD 0
More than USD 50,000, charges are 0.3% of the portfolio value over USD 50,000.
Currency conversion at 0.05%

Transaction Fees & other charges

Kristal.AI enables you to hold your investments in the following manner:

Kristal.AI Investment Account:

A segregated Client-Money account maintained in Saxo Capital markets. Kristal segregates the assets for each client, including reporting, in its system.
Supports ETF and REIT investments only
Kristal.AI Investment Account is Commissions-free for assets up to USD 50,000 or equivalent.
- Brokerage fees: SGD 0
- Exchange fees: SGD 0
- Custody fees: SGD 0
More than USD 50,000, charges are 0.3% of the portfolio value over USD 50,000.
Currency conversion at 0.05%

Managed account with Saxo Capital Markets:

Assets are managed in clients own brokerage account with Saxo (Kristal can facilitate opening of this account).
Support Multi-asset investments
Recommended for investments above USD 50,000.
Saxo Charges
- Brokerage fees(Buy/Sell):
- Exchange fees: As charged by Exchange (Varies by Exchange)
- Custody fees: 0.12% of Assets under management (p.a.)
- Currency conversion fees: 0.05% of amount converted
- Note: Kristal.AI does NOT take any retrocessions from Saxo.
Kristal Charges
- Management fees: 0.5% p.a. (fees payable quarterly)

DISCLAIMER

This is offered only to Accredited and Institutional Investors as defined under the Securities and Futures Act, Chapter 289 of Singapore (“Act”), which broadly comprises of regulated financial institutions, large corporates, high net worth individuals and sophisticated investors.

By clicking “Proceed”, you confirm that you are an Accredited/Institutional Investor as defined under the Act and you agree to the Terms of Use for this website.

EXIT PROCEED

Author: Sujit Sood

A finance professional, hobby guitarist, experimental chef, marathon enthusiast, and a novelist, I believe in living life to the fullest. My passion for finance and a good understanding of the global financial markets helps me answer most questions in a simple and effective manner. An ardent believer of the written word, I articulate my thoughts and opinions through my writing.