Monetary Association of Singapore(MAS) had implemented two more certification namely M8A – Collective Investment Scheme II and M9A -Life Insurance& Investment-linked Policies II. MAS requires existing Financial Advisors to pass our
Coverage – Issue 3, 2011
An article published in “Coverage”, the official magazine for Insurance and Financial Practitioners Association of Singapore (ifpas). …
Customer Knowledge Assessment
Monetary Authority of Singapore requires every consumer to complete a customer knowledge assessment (CKA) in order to assess whether the…
Sales vs Advisory II
A referral from my client called me yesterday. She went to a bank (that sails) to make some deposit and…
Sales vs Advisory
I got a call from a client whom I had been servicing for the past 4 years after my ex-colleague…
My IFA@Sg 