You can register for an online Investment Advisor. Please refer to the instruction.
At any given time, you can select one Investment Advisor and multiple (or one) Investment Analysts.
HOTLINE : 1900 6446
You are just a novice investor on the market and looking for profitable stocks? You are a veteran investor looking for a companion to discuss effective investment approaches and help find the best time to increase/decrease exposure?
Registering to use FPTS's Investment Advisory Service - EzAdvisorSelect, you can pick our best advisors to support you with trading (Trading-assisted advisors or Investment advisors):
* Trading-assisted advisors: FPTS advisors will support and guide you on trading methods and market information among other things when you need. You can register for a trading support advisor without having to register for the Investment Advisory Service.
You will pay the trading fee according to the trading-supported fee schedule. Click here to see the detailed fee schedule
* Investment advisors: FPTS advisors will support you in investing in securities and managing and allocating your asset classes:
- Advising on building and managing investment portfolios
- Establishing and following investment strategies
- Providing timely information about stocks in the portfolio
- Sending you the latest macro reports, industry reports, and company reports
- Putting forth recommendations on increasing/decreasing exposure and managing assets effectively
Our well-trained, experienced advisors who and strictly adhere to professional ethics will provide you with valuable investment suggestions to promptly capture opportunities to expand your assets.
* VIP investment advisors: FPTS’s experts focus on planning investment strategies and providing stock investment advice placed in the overall landscape of customers’ personal assets:
- Collecting and building the customer profile
- Establishing and adhering to the investment mandate
- Providing personalized advisories
- Recommending suitable portfolios based on the investment mandate
- Managing and optimizing the portfolios
The experts are certified with FPTS advisory in-house training, are carefully selected, and undergo a rigorous 4-stage in-house training process, lasting 12 months, covering in-depth knowledge of analysis, valuation, behavioral finance, and portfolio management.
To learn more about VIP investment advisors, please refer to the Consulting Capability Profile of the Investment Advisory Department (ABT) here.
To search and register for an advisor, please click here to see detailed instructions.
You can register for an online Investment Advisor. Please refer to the instruction.
At any given time, you can select one Investment Advisor and multiple (or one) Investment Analysts.