Ha Luong
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Activity overview
Latest activity by Ha Luong-
Ha Luong created an article,
Does StashAway have any Professional Indemnity Insurance (PII) coverage?
Yes; StashAway maintains Professional Indemnity Insurance (PII) coverage that complies with the requirements for Retail Licensed Fund Management Companies (Retail LFMC) as mandated by MAS.
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Ha Luong created an article,
How often should I monitor my portfolios?
You are free to monitor your portfolios whenever you wish, and we recommend that you do this at least as frequently as you deposit funds. Your Net Asset Value (NAV) is updated every business day. B...
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Ha Luong created an article,
How often is my portfolio rebalanced and re-optimised?
Rebalancing: When a particular asset reaps significant gains relative to other assets in the portfolio, its market value weight increases above the target allocation. Without rebalancing, the port...
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Ha Luong created an article,
I have multiple portfolios. How should I use my reference code?
Your unique reference code is for linking all of your deposits (to any and all goals) to your StashAway account. Including your reference code in all deposits (one-time or monthly) will expedite th...
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Ha Luong created an article,
I have multiple tax residencies. How do I get taxed?
Capital gains are taxed according to tax regulations of the country of your tax residency. A statement issued by StashAway at the end of the year can be used for your tax filing. We recommend that ...
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Ha Luong created an article,
Why do you need to collect my personal information?
Your personal information is collected primarily for the purposes of verifying your identity, customizing your investments (through understanding your investment knowledge, experience and needs) an...
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Ha Luong created an article,
I've set up my transfers, now what?
The funds will be reflected in your StashAway account within 1 to 2 business days. Kindly note that non-local bank transfers may take longer due to extra verification measures. Once we have receive...
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Ha Luong created an article,
I'm a US Tax Resident; can I open an account?
Due to the increasing operational complexity of managing investments for US tax residents, we don’t accept US tax residents as of January 2022.
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Ha Luong created an article,
How does my money get allocated if I have multiple portfolios?
We will automatically allocate the funds to the one-time deposits (if any) first, followed by the monthly deposits based on the monthly deposit amounts you indicate to us in each of your portfolios...
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Ha Luong created an article,
Can I have multiple goals?
Yes, you can! There is no limit to the number of goals and portfolios you can have in your StashAway account. However, for StashAway Simple portfolio, you can only have 1 funded with your personal...