An article published in “Coverage”, the official magazine for Insurance and Financial Practitioners Association of Singapore (ifpas). … More
Category: IFA Services
Customer Knowledge Assessment
Monetary Authority of Singapore requires every consumer to complete a customer knowledge assessment (CKA) in order to assess whether the … More
Sales vs Advisory II
A referral from my client called me yesterday. She went to a bank (that sails) to make some deposit and … More
Sales vs Advisory
I got a call from a client whom I had been servicing for the past 4 years after my ex-colleague … More
Re: Change of servicing agent (Part II)
You might had learnt of some unpleasant incident that occured sometimes back in my post on 13/08/2011. Let me first … More
