Financial planning is an Art but not a Science. To be able to cater for ones different needs, I need to have an understanding of client first before I can give recommendation on the suitable solutions one can adopt. The first step of understanding also serve as a point for both to have a understanding of each other to build a initial relationship. To have a proper understanding, I will need to review and collect the necessary information to assist me to have a clear understanding of the client’s financial standing to be able to provide a more suitable recommendation. My recommendations will comprises the area of wealth protection, accumulation and preservation. Once the recommendation are implemented, I will constant meet with client to review and update their financial standing as and when different needs arrives to maintain a long term relationship.
By submitting this form, I confirm that
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.
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