Friday, March 09, 2007

Consolidate my Investment Linked policies

I have many investment linked policies with NTUC Income, taken at different times and invested in different funds.

I have just given instruction for these policies to be consolidated into a few policies, one for each fund. This allows me to keep track of the investments better. It also avoid paying the annual policy fee on the small investments.

My investments through SRS have to be kept separately. My CPFIS investments are now merged with my cash investments, as I have passed the CPF withdrawal age.

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