Investment Designer :: Regular Savings Menu

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Investment Designer :: Regular Savings Menu


Is there a particular reason why you wish to save on a regular basis?	Retirement Children General Savings

Do you have specific period of time you wish to save for e.g. 10 years (Please specify)

Do you have a specific target amount you wish to accumulate (please specify)

Do you have an amount in mind which you would be comfortable to save each month (please specify)

Would you like Synergi help you calculate how much you may need to save for any particular objective you may have e.g. retirement, university fees etc	yes no

What is your attitude to risk?	No risk Moderate risk Balanced risk High Risk

How important is having access to your funds before maturity?	Not required In emergency only Very important

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