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【新加坡资产配置】海外客户进行新加坡保险投资：简便、多样、高效

新加坡作为一个国际金融中心，其保险市场以高度的专业性、创新性和多样性而闻名。对于海外客户而言，通过新加坡的保险投资进行资产配置，能够接触到多样化的金融工具，服务流程也简便高效。

  1. 简便的服务流程：新加坡的部分保险公司现在提供远程申请服务，使得海外客户无需亲自飞往新加坡就能轻松申请保险。这一流程通常包括在线咨询、电子文件提交、远程身份验证和电子签名，大大简化了申请过程。
  2. 多样化的产品选择：新加坡的保险市场提供包括寿险、健康险、投资连结险等多种保险产品。这些产品不仅覆盖了从基本的生命保护到复杂的投资需求，还能根据个人的风险偏好、投资目标和时间线进行定制。
  3. 全球投资视野：新加坡寿险产品常常与全球投资机会相结合，提供投资于全球股票、债券和其他资产类别的机会。这种多元化的投资组合有助于分散风险，同时抓住全球增长的机遇。
  4. 税务优势：新加坡的税务体系对于国际投资者来说相当友好，特别是在投资收益和遗产规划方面。这对于那些寻求有效税务管理的海外投资者来说是一个重要的吸引点。
  5. 政策稳定性：新加坡政府提供的政策支持和金融市场的稳定性，为保险投资提供了良好的基础。这种稳定性是进行长期财务规划时不可或缺的要素。
  6. 专业咨询与支持：新加坡独立理财顾问以中立专业的视角，从多家保险公司和金融服务商中优中选优，为海外客户提供定制化的咨询服务，帮助他们了解市场动态、产品特点和投资策略。

总之，“海外客户的新加坡保险投资指南：简便、多样、高效”不仅是一个宣传口号，它准确地捕捉了新加坡保险市场为国际投资者提供的独特价值和机遇。无论是寻求保障性产品还是追求投资回报的客户，都能在新加坡找到符合其需求的解决方案。

Important: The information and opinions in this article are for general information purposes only. They should not be relied on as professional financial advice. Readers should seek independent financial advice that is customised to their specific financial objectives, situations & needs. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore.

Published By:

彭歌佳 Gothia Peng Gejia

您好，我是Gothia彭歌佳，是新加坡最大独立理财顾问公司Financial Alliance鑫盟理财的资深理财经理，拥有超过十年的行业经验。

专业背景

我持有新加坡保险学院的个人财务规划学位，以及新加坡银行与金融学院的高级认证。这些学术背景为我提供了坚实的理论基础，使我能够更好地为客户提供财务建议。

工作经验

 我曾在新加坡的头部人寿保险公司服务了9年多，帮助了上百个新移民家庭实现财务安全感，在保险后续服务和理赔方面，拥有非常丰富的经验。

我的使命

我的使命是为客户提供专业、中立、全面的财务建议。我始终将客户的需求和利益放在首位，并秉承着长期主义和真诚负责的原则。对我来说，每位客户都如同朋友一般重要，我期待陪伴他们走过人生不同阶段，优化他们的财务状况，并提供真正符合他们需求的解决方案。

我的承诺

我致力于为每位客户提供量身定制的解决方案，并定期回顾计划，以确保财务目标得以实现。如果您正在寻找一位可信赖的理财伙伴，我期待着与您携手合作，共同规划您的财务未来。

如果您有任何疑问或需要进一步了解我的服务，请随时联系我。感谢您访问我的个人网站，期待与您交流！

Wechat：Gothia

 

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根据《个人数据保护法》，鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料（例如姓名，证件号码，联系电话，邮寄地址，电邮地址和照片）。 该政策可在本公司网站上查寻，网址为 https://fa.com.sg/data-protection-policy/.

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  • 我已阅读并理解鑫盟理财私人有限公司的个人数据保护政策，并同意鑫盟理财私人有限公司根据个人数据保护政策所阐述的用途使用我的个人资料。
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  • 鑫盟理财私人有限公司的代表或员工并未直接与我联系或提出要约或招揽购买我原居住国境内所不提供的任何金融产品.
  • Financial Alliance Pte Ltd ( “FAPL”) is licensed by the Monetary Authority of Singapore (“MAS”) and allowed to conduct financial advisory activities in accordance with the Financial Advisers Act (Cap. 110) (“FAA”) and the Securities & Futures Act (Cap. 289) (“SFA”) within the jurisdiction of the Republic of Singapore and in accordance with the licenses granted by MAS
  • 鑫盟理财私人有限公司( “鑫盟理财”)持有由新加坡金融管理局(“MAS”)所颁发的牌照，并许可在新加坡共和国境内依据财务顾问法（第110章）和证券与期货交易法（第289章）进行财务咨询等相关业务
  • Any services provided by FAPL to persons not ordinarily resident in Singapore are provided solely on an offshore basis from Singapore, resulting from direct enquiry on the part of the foreign residents.
  • 鑫盟理财为非新加坡居民所提供的任何服务仅限于直接向鑫盟理财发出咨询请求的国外居民。
  • As an integral part of the provision of such services, FAPL may from time to time make available to such residents, documents and information making reference to capital markets products (for example, in connection with the provision of fund management or investment advisory services outside of the foreign jurisdiction).
  • 作为提供此类服务的一部分，鑫盟理财会不时向此类咨询者提供有关产品的参考文件和信息（例如，关于海外司法管辖区以外的资金管理或投资咨询服务等信息）。
  • Such documents and information are provided by Financial Alliance Pte Ltd (“FAPL”) is for general information only and is not intended for anyone other than the recipient.
  • 此类由鑫盟理财所提供的文件和信息仅供收件人做一般信息参考。
  • It does not take into account the specific investment objectives, financial situation or particular needs of any particular person.
  • 此类文件和信息不会把-个人投资目标，财务状况或其特定需求等考虑在内。
  • It does not constitute the making available of, or an offer or solicitation by FAPL to buy or sell or subscribe for any such capital markets product or to enter into a transaction or to participate in any particular trading or investment strategy nor an advice or a recommendation with respect to such financial products.
  • 鑫盟理财向该人士提供此类文件和信息将不构成要约或招揽购买或出售或认购任何此类资本市场产品，或达成交易或参与任何特定的投资策略，也不构成有关此类金融产品的建议或推荐。
  • These documents may not be published, circulated, reproduced or distributed in whole or in part to any other person without FAPL’s prior written consent.
  • 未经鑫盟理财的事先书面同意，不得将这些文件全文或部分发布，传播，复制或分发给其他人。
  • This document is not intended for distribution to, publication or use by any person in any jurisdiction, where such distribution, publication or use would be contrary to applicable law or would subject FAPL and its related corporations, connected persons, associated persons and/or affiliates to any registration, licensing or other requirements within such jurisdiction.
  • 鑫盟理财无意在分发，出版或使用此类文件可能违反当地法律，或本公司及关联公司或关联人士需要注册，获得许可或符合规定的司法权区向当地人士分发、出版此类文件或供其使用。
  • You shall ensure that you have and will continue to be fully compliant with all applicable laws in your home country when entering into discussion or contracts with FAPL.
  • 在与鑫盟理财进行讨论或签订合约时，您应确保您已完全遵守并将继续遵守您所在原居住国的所有适用法律及条规。

In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.

根据《个人数据保护法》，鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料（例如姓名，证件号码，联系电话，邮寄地址，电邮地址和照片）。 该政策可在本公司网站上查寻，网址为 https://fa.com.sg/data-protection-policy/.

By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.

提交此表格，即表示您已阅读并理解鑫盟理财私人有限公司的个人数据政策