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AIA Wealth Management – Getting Started

Getting Started

Below are common Frequently-Asked-Questions (FAQs) that we have compiled for your reference.
  1. How do I invest?

    The best way to get started with your AIA Asset Evolution investment is to complete an AIA Financial Health Review with your AIA Financial Services Consultant.  Based on the results of the fact find, your AIA Financial Services Consultant will help you tailor an investment plan to best suit your financial goals, risk profile, and investment time horizon.  You will need to complete the application form and acknowledge receipt of relevant documents.  Your AIA Financial Services Consultant will provide these documents to you.  Your AIA Financial Services Consultant will submit the completed application form and supporting documents to AIA on your behalf.

  2. What information should I read before deciding to invest?

    You should review the AIA Asset Evolution product summary and benefit illustration prior to purchasing AIA Asset Evolution.  Your AIA Financial Services Consultant will provide these documents to you.  You should read the fund prospectus for each fund you are considering prior to making your fund selection.

  3. What help is available to me for choosing funds?

    Your AIA Financial Services Consultant can help you with your fund selection using fund information from Morningstar® such as asset class, star rating, historical performance data and risk category, and our easy-to-use fund screener.  You can also access Morningstar® fund information and the fund screener on our website.
    You may choose to receive portfolio planning advice in addition to fund selection.  Your AIA Financial Services Consultant can recommend an AIA strategic investment portfolio suitable for your risk profile -- Cautious, Balanced, or Adventurous1. Each portfolio provides an asset allocation guide across money market, bond and equity funds from around the world. AIA strategic investment portfolios provide a framework for building your portfolio without compromising your ability to customise.  You can still choose from the full range of over 150 top performing investment funds.

    1AIA's strategic investment portfolios are guidelines prepared without regard to any person’s specific objectives or financial situation.  AIA’s strategic investment portfolios are subject to change at AIA’s discretion.

  4. Where do I get information about the funds?

    Morningstar® fund information, fund fact sheets and fund prospectuses are available here and from your AIA Financial Services Consultant.

Getting Started Supscripts
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