FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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SelfSelect

Our SelfSelect range offers a comprehensive choice of investment funds, across a range of asset types and geographic sectors, from a wide range of different fund management groups.

Through our SelfSelect range you can:

  • construct bespoke, diversified portfolios for your clients from a wide range of funds
  • invest in packaged solutions such as the Compass Portfolio
  • hold packaged solutions alongside individual funds in order to create the most appropriate blend of investments for your client.

The SelfSelect range can be an ideal option for your customers who wish to access a wide range of country and sector specific funds to build their portfolio but do not wish to research the entire universe of assets.

Access our 'how to approach investing' section for some support material that will help you understand the various elements of the investment process and demonstrate the basis of your advice to your clients.

Financial Adviser Verification

The content of this site is for advisers only. It is not for the use of Hong Kong advisers. You can change the regional content by selecting a region from the drop down box in the top right-hand corner.