If we are meeting for the first time, please know that I am interested in getting to know YOU, not just your bank statement.
You don’t have to worry about bringing any financial information to the meeting. This is an opportunity for you to tell me about yourself – what you value most in life, your money history, and your aspirations for the future.
I want to hear your story and understand your expectations, so that we can define what would make a great long-term financial planning relationship.
If you have any questions, please feel free to bring them up. I will also be asking you questions about your financial life to get a clearer picture of you and your goals.
During the meeting, I will also provide you with a preview of what it would be like to work with me.
I understand that there is a lot to talk about during the first meeting, but it is important to establish a clear understanding of your financial goals and expectations.
Please remember that you do not have to share any financial information until you feel comfortable and ready to move forward.
By submitting this form, I confirm that
提交此表格,即表示
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
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