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CONNECT is open to Accredited Investors who are at least 18 years old.
When it comes to investing, our focus is on you. CONNECT offers you a smarter way to invest. We combine personalised advice, the latest technology and market-leading research so you can take control of your investments and maximise your returns. CONNECT portfolios are designed to achieve optimal returns at every level of risk. We do this by combining our in-house investment expertise with best-in-class providers – so you can invest in an intuitive, smart and convenient way. Our goal-based approach to investing keeps things simple and straight forward.
For each goal you create with CONNECT, you’re in complete control of the risk you’re willing to take to achieve that goal. You may want to take on more risk to buy your dream home and less risk to save for your children’s education or your retirement. Different risk profiles for different goals. As your Investment adviser, we want to help you protect your investments from volatile markets and capture the upside when it occurs that is why our portfolios are actively managed and regularly re-balanced – always keeping you within your chosen risk profile.
Once you have created your investment goal and signed up for a CONNECT account, you will gain access to your dashboard where you can learn more about the recommended holdings in your portfolio, view performance statistics, start investing in your goal or create new investment goals. The dashboard is also where you will monitor the progress of your goals with our Walk of Life feature.
In your Dashboard you can:
Monitor the performance of your investments
Transfer funds to invest in your goals
CONNECT is open to
who are at least 18 years old.
When you invest your money with CONNECT, your assets are held in custody, in your name, at BNY Mellon’s Pershing LLC. Pershing LLC (member FINRA, NYSE, SIPC), is a wholly owned subsidiary of The Bank of New York Mellon Corporation. Client’s assets and funds custodied with BNY Mellon’s Pershing LLC are protected by the SIPC (Securities Investors Protection Corp.); this insures accounts up to US$ 500,000 (US$ 250,000 limit on cash).
Click the link to watch our video Your Money is Safe with CONNECT
At CONNECT we are committed to transparency and efficiency. That means we will never charge any hidden fees. Our advisory fee ranges between 0.20% and 1.25% per annum depending on the portfolio and is already taken into account when calculating your projected returns. This is the only fee you will ever be charged by CONNECT. Simple.
Sign up today and you may be eligible for a six-month fee reduction!
Deposit and invest with CONNECT and maintain a minimum balance of US$ 50,000 for a minimum of one year to enjoy a six-month fee reduction. Terms and conditions apply.