PMS / AIF
Understand the broad differences, eligibility considerations and risks associated with Portfolio Management Services and Alternative Investment Funds.
Select an Area of Interest
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PMS
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Enquire NowWho Typically Explores Such Products
PMS and AIF products are generally explored by eligible investors who can evaluate higher minimum investments, complexity, risk and product-specific terms.
- Eligible investors seeking professionally managed portfolios
- Investors considering alternative investment structures
- Customers able to assess concentration and liquidity risks
- People prepared to review detailed provider documents
PMS vs AIF
PMS
A portfolio management arrangement governed by applicable terms.
AIF
A pooled alternative investment vehicle within its category framework.
Eligibility
Minimums and acceptance depend on regulation and provider.
Risk
Strategies may carry market, liquidity and concentration risks.
Enquiry Process
An enquiry begins an information discussion; it is not an offer, recommendation or performance promise.
Select PMS or AIF
Choose the product type you want to understand.
Share Investment Range
Provide an approximate range for context.
Discuss Objective
Explain diversification or wealth objectives.
Review Eligibility
Confirm applicable investor and product eligibility.
Study Product Terms
Review strategy, fees, risks, liquidity and documentation.
Proceed if Appropriate
Complete the provider process only after due consideration.
Important Information
Frequently Asked Questions
What is PMS?
PMS is a portfolio management arrangement offered under applicable regulatory and provider terms.
What is an AIF?
An AIF is a pooled alternative investment vehicle operating within an applicable category and framework.
Is there a minimum investment?
Minimums and eligibility depend on current regulations and the specific product.
Is performance guaranteed?
No. Returns are market-linked or strategy-dependent and may result in losses.
Discuss PMS / AIF
Share your area of interest and approximate investment range.