George Tan and Mary Chan

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|FINANCIAL PLAN & MORTGAGE PLAN FOR |
|GEORGE TAN AND MARY CHAN |
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|PREPARED BY: |
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TABLE OF CONTENTS
FINANCIAL PLAN PREPARED FOR GEORGE TAN AND MARY CHAN 3
SUMMARY 3
CLIENT’S PROFILE 3
RISK PROFILE ANALYSIS 3
BRIEF BACKGROUND OF SELECTED INVESTMENT OPTIONS 4 Starhub Ltd 4 Standard Chartered Bank Singapore 4 Singapore 4
INVESTMENT OPTIONS 5 Option 1: Invest $5,000 in Starhub Ltd’s shares for 5 years. 5
Option 2: Invest $5,000 for 10 years in Aberdeen Select Portfolio - Aberdeen Pacific Equity Fund (SGD) by Standard Chartered Bank 6 Option 3: Purchase Ordinary Annuity Plan of $600 for 15 years from Standard Chartered Bank 6
OPTIONS ANALYSIS 6
OUR RECOMMENDATION 7
ADDITIONAL INFORMATION 8
MORTGAGE PLAN PREPARED FOR GEORGE TAN AND MARY CHAN 9 SUMMARY 9 Address of abovementioned property: 9
PROS OF BUYING AND RENTING A PROPERTY 9
CONS OF BUYING AND RENTING A PROPERTY 10
MONTHLY REPAYMENT ILLUSTRATIONS 10 10-YEAR MORTGAGE PLAN 11 15-YEAR MORTGAGE PLAN 11 20-YEAR MORTGAGE PLAN 11

25-YEAR MORTGAGE PLAN 11 30-YEAR MORTGAGE PLAN 12
MONTHLY REPAYMENT SCHEDULE 12
OUR RECOMMENDATION 13
ADDITIONAL INFORMATION 14
REFERENCE LISTING 15

FINANCIAL PLAN PREPARED FOR GEORGE TAN AND MARY CHAN

SUMMARY

This financial plan provides a summary of the investment objectives and considerations that were identified. It is based on the information that you have provided and we hope to achieve your financial goals with our proposed investment option.