Build Your Wealth
This investment plan provides you with the optimal balance of tax efficiency, flexibility, and accessibility that you desire.
Diversify Your Portfolio
With a wide range of investment options and product features, it provides investors with a genuine solution for their investment needs.
Our investment bond is designed to offer competitive fees and a diverse range of investment options to suit the individual needs of our clients.
Whether you’re a seasoned investor or just starting out, the EQC Wealthbuilder investment bond is a trusted choice that has stood the test of time.
This plan offers exceptional flexibility and accessibility to investors.
It can also be used various investment strategies such as tax management, wealth accumulation, early retirement, and estate planning.
EQC's WealthBuilder features low investment minimums, enabling you to establish various bonds tailored to different investment strategies.
You can opt to open an account using either a one-off lump sum or a regular savings plan.
The latter is advantageous since you don't have to wait until you have a significant lump sum to begin saving for life events such as a family holiday, special occasion, or your children's education.
This investment option presents investors with a comprehensive array of investment alternatives that cater to diverse needs.
How it works
Fast, secure, reliable.
1.
Consultation and Assessment
In-person or online meeting to understand the user's investment goals, time horizon, and risk tolerance, and recommend suitable investment options.
2.
Investment selection and funding
After completing the risk profile assessment, the investor should proceed to fund the investment plan, assisted by EQC's financial advisor.
3.
Account Management
After the investment process, the investor will be given access to manage their account online. This includes reviewing investment performance, updating personal information, and making additional investments.