Are you adequately insured? Why would anyone wants to spend more for the same insurance coverage?
If you’ve never engaged with an Independent Financial Advisory firm, the term ‘audit’ might seem unfamiliar. Is it simply a summary of your coverage? Not quite.
An Insurance Portfolio Audit comprises four key parts:
Risk Management Analysis (Learn more here)
Assessment of existing insurance policies (To ensure you’re maximizing your benefits)
Relevance of existing insurance policies
Portfolio Recommendation & Proposal
By delving into these components, an audit provides a comprehensive view of your insurance portfolio, ensuring it aligns with your needs and goals.
This could potentially save you money as you spend less for the same coverage.
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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