Our core competency is to provide financial advice. Anything else that is non-core will be outsourced to third parties competent in those fields. Therefore, your investments are not held by us. You do not write any cheque to us unless it is for services rendered by us. Investment assets are parked with third party custodians. This is the industry’s common practice similar to having stocks parked with CDP although you purchased these from stock brokerage firms.

We use three differ investment platforms depending on customer’s needs. These are IFAST Financial Pte Ltd, Aviva Navigator and Friends Provident Global Portfolio.