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KLASS BANK

Give each investment decision a clear purpose

Prepare a mandate around objectives, time horizon and the ability to bear loss. A planning enquiry does not place an investment order.

Compare your options ↓
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01 / EXPLORE

Find the arrangement that fits

Select an option to build your preparation list and a focused request to KLASS BANK.

Income objectives

Funding periodic spending

Discuss an investment approach intended to support recurring income needs. Consider the variability of distributions and the capital that may be exposed to loss.

What to compare and prepare

Review income requirements, liquidity, diversification and costs.

  • Income target
  • investment horizon
  • broad holdings
  • withdrawal needs and risk tolerance

Long-term growth objectives

A longer investment horizon

Explore an approach focused on long-term capital growth while keeping near-term spending needs separate. Returns and capital values can fluctuate.

What to compare and prepare

Consider concentration, volatility, fees and the ability to remain invested.

  • Objectives
  • time horizon
  • existing exposure
  • capacity to bear loss

Portfolio review

Reviewing existing investments

Bring existing holdings and objectives into a structured review. Identify concentration, liquidity or mandate changes before deciding whether to adjust an arrangement.

What to compare and prepare

Assess the portfolio as a whole, including costs and restrictions on selling.

  • Broad allocation
  • current objectives
  • constraints
  • changes since the last review
Compare all options side by side
Compare the purpose and terms to review
OptionPrimary needTerms to review
Income objectivesFunding periodic spendingReview income requirements, liquidity, diversification and costs.
Long-term growth objectivesA longer investment horizonConsider concentration, volatility, fees and the ability to remain invested.
Portfolio reviewReviewing existing investmentsAssess the portfolio as a whole, including costs and restrictions on selling.

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