Product & Services

Easy Wealth Builder

 
Easy Wealth Builder (Share Saving Plan) is a combination of saving tool and long-term investment. It is an investment program which allows clients to start investing from 5,000 baht. This investment instrument uses the dollar-cost averaging method for investing. Under this program, investor can invest in SET50 listed stocks, ThaiDEX SET50 Exchange Traded Funds (TDEX ETFs) and MTrack Energy Exchange Traded Funds (ENGY ETFs).

 

Why trade this product with CGS-CIMB?

01
Wide selection of investment instruments

Clients can select their preferred stock from our CGS-CIMB Securities site including SET50 listed stocks, TDEX ETFs, ENGY ETFs.

02
Transparency and hassle free

The execution price will be at-the-open (ATO) price. To facilitate effective investments, clients’ investment capital is directly linked to their bank accounts.

03
Easy Monitoring

With CGS-CIMB Securities, clients have the ability to monitor and update investment portfolios as well as perform trades via our online trading system. Clients can receive real-time stock information, trading performance tracking and monthly statements through our trading platform.

04
Extensive Insights

CGS-CIMB Securities provides EWB investment research with an update every 3 months. These reports allow clients to always stay in-the-know on the market movements and insights into what it might mean for their investments.

How to apply for Share Saving Plan

  • Open the “Easy Wealth Builder” account (max. 3 accounts per 1 person)
  • Select your preferred stocks from SET50, TDEX or ENGY(maximum 10 stocks) List SET50
  • Minimum investment amount is 5,000 Baht per month (min. 1000 Baht/stock)
    The investment must be in multiples of thousand Baht.
  • Choose your monthly investment date Three date choices are available: 5, 15, 25th of every month (In case of a holiday, we will execute the transaction on the next business day)
  • The execution price will be ATO price. The company will deduct the amount of money on T-1 (one day before investment date) and will be done via ATS (Bank Automatic Transaction System). In case the money can not be deducted, the investment trasaction will not be done for that period.
  • If you would like to make changes to your stock list, investment amount or date, please put in a request with your account officer 5 days in advance.

* In case you would like to sell your stock(s), you can put in your sell orders on any working day.

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Supported platform

Online Platform

Clients can view their portfolio and its real time prices via online platforms both Streaming or Efintrade. 

 

 

Offline Channel

For clients who prefer the offline approach, please contact your Investment Consultants for the stock detail and portfolio information.

FAQs

        - In case of a public holiday, our system will complete the transaction on the next business day.

- If you would like to make changes to your stock list, investment amount or date please put in a request with your Investment Consultant 5 days in advance.

 

- Clients can apply for automatic bank payments from the following banks:

          CIMB Thai

          Bank of Ayudhya

          Bangkok Bank

          Kasikorn Bank

          Siam Commercial Bank

          Thanachart Bank

          Krung Thai Bank

          Land and Houses Bank 

          United Overseas Bank (Thai)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Open an account now

Simply contact CGS-CIMB Securities to request for an account opening pack.
 

Key Risks

The key risks associated with Stocks and Shares include the following. It is important to note that the list of risks is not exhaustive.
Shares Saving Plan (Easy Wealth Builder) is available for Thai investor only
 

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