Syfe Wealth (Robo-Advisor) Invite Your Friends Programme
The trusted platform to grow your wealth
Sign up with Syfe Wealth (Robo-Advisor) via the referral code: SRP6G4YN8 and receive up to 6 months of management fee waiver for your investments in the Core, REIT+ and Select portfolios.
Tiers for management fee waivers:
- 3 months (for first deposit: $1,000 - $9,999)
- 4 months (for first deposit: $10,000 - $19,999)
- 5 months (for first deposit: $20,000 - $49,999)
- 6 months (for first deposit: $50,000 and above)
Terms and conditions:
- First deposit is calculated using the sum of all the transfers from the first day.
- Reward given is tied to the first portfolio type at which the account has first funded
Syfe Wealth (Robo-Advisor) and Syfe Trade (Brokerage) are two separate products on the Syfe platform.
New customers can enjoy referral benefits on both if they sign up for both within 30 days.
Table of Contents
What is Syfe?
Syfe is a digital investment platform that is building the next generation of financial solutions for individuals across Asia.
Launched in July 2019, Syfe’s mission is to transform the way people manage their money and make high quality financial services affordable and accessible to all. Syfe is the all-in-one platform where everyday investors can access simple, smart and affordable investing, to grow wealth their way.
Syfe celebrated its 3rd anniversary in July 2022 and in three years past, it has managed to expand to Hong Kong and Australia, as well as onboarded 100,000+ clients just in Singapore.
MAS License
Syfe is licensed by the Monetary Authority of Singapore (“MAS”) under a Capital Markets Services (“CMS”) License (CMS License No: CMS100837) for retail fund management.
Syfe Products
Syfe Wealth
Syfe Wealth offers personalised and custom portfolios, enabling users to fulfil their long-term financial goals. The platform has no minimum investment amounts and maintains a low annual fee, starting at 0.35% per annum of the total amount invested.
Are my investment funds secure if I invest through Syfe?
Monies and assets are held in a custodian account through Saxo Capital Markets (“Saxo”), a MAS-regulated global broker. This means that my money and assets remain safe even if Syfe or Saxo stop operating.
Does Syfe use any leverage?
Syfe does not use any leverage or margin lending.
My onboarding experience
Signing up was relatively painless and can be completed in 5 minutes using SingPass MyInfo.
I started with a survey to determine the ideal investment profile for myself. After that, I deposited funds conveniently via PayNow and by the next day, my portfolio was created.
I started with $1000 and look forward for my “Nest egg” portfolio to grow.
Syfe Trade
Trade like a big time investor, without investing big time.
Syfe Trade is Singapore’s first neobroker in Singapore. Users can now grow their money by buying and selling US stocks and ETFs. Investors can easily buy into the world’s biggest companies starting with as little as one dollar, have access to free trades, a simplified user experience, and access to real time market data and analysis.
Useful reads
What are the real fees you pay when buying funds or unit trusts?
An article by Syfe which advocates buying ETFs over unit trust or mutual funds and comparing their fees against banks, robo-advisors and self-serve platforms popular in Singapore.
It is quite lengthy but you can scroll down to the comparison tables if you are in a rush.
Auntiehuat
Web Administrator
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