速報APP / 財經 / UTC Unit Trust Tools

UTC Unit Trust Tools

價格:免費

更新日期:2019-06-06

檔案大小:6.4M

目前版本:1.3

版本需求:Android 4.4 以上版本

官方網站:https://samsim1818.blogspot.com

Email:samsim1818@yahoo.com

聯絡地址:隱私權政策

UTC Unit Trust Tools(圖1)-速報App

Information and Calculation Tools for the Unit Trust industry.

Calculations for individuals to do own financial planning. Unit Trust Consultants (UTC) can use the tools to do financial planning and service their Unit Trust investors.

The tools include functions:

UTC Unit Trust Tools(圖2)-速報App

a) Estimate EPF for next few withdrawals.

b) Calculate EPF Withdrawal amount for Unit Trust investments.

c) EPF Basic Savings table for different age.

UTC Unit Trust Tools(圖3)-速報App

d) EPF Withdrawal sample calculation.

e) EPF Annual Dividend Rates

f) EPF Savings Future Value

UTC Unit Trust Tools(圖4)-速報App

g) Personal Income Tax rate

h) Calculate TVM.

i) Calculate Future Value for Lump Sum and Monthly investments.

UTC Unit Trust Tools(圖5)-速報App

j) Calculate Monthly investment amounts required to achieve a target amount within certain years.

k) Calculate total units and Average Cost per unit for new and additional investments.

l) Calculate Total and Annualized returns based on different yearly returns.

UTC Unit Trust Tools(圖6)-速報App

m) Calculate Simple and Annualized Returns of an investment.

n) Calculate yearly Retirement investment amount required based on current expenses, inflation and investment returns.

o) Calculate yearly Education investment amount required based on current fees, inflation and investment returns.

UTC Unit Trust Tools(圖7)-速報App

p) Calculate Asset Allocation Percentage and Rebalance amount.

q) Calculate current age and days to retirement.

r) QR Code reader.

UTC Unit Trust Tools(圖8)-速報App