Associate Member application form

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Associate Membership application required documents

- Most recent business filing (ACRA filling)
- Organization Chart or Company Brochure

Account manager details

This person will be the only registered individual granted access to managing company details on the website’s directory as well as the contact point between AIWM and the company for all membership related affairs.

First Name*

Last Name*

Job Title*

Location*

Professional Email Address*

Mobile Phone*

No. of Years in the Industry*

C-suite of the Company

These are the key individuals that will be displayed in the online membership directory.

First Name*

Last Name*

Job Title*

Location*

Email Address*

Phone Number

Contact1 Settings

This contact is a C-Level

Hide Contact Details From The AIWM Member Directory

Add Contact2

Add Another Company Executive

First Name*

Last Name*

Job Title*

Location*

Email Address*

Phone Number

Contact2 Settings

This contact is a C-Level

Hide Contact Details From The AIWM Member Directory

Add Contact3

Add Another Company Executive

First Name*

Last Name*

Job Title*

Location*

Email Address*

Phone Number

Contact3 Settings

This contact is a C-Level

Hide Contact Details From The AIWM Member Directory

Add Contact4

Add Another Company Executive

First Name*

Last Name*

Job Title*

Location*

Email Address*

Phone Number

Contact4 Settings

This contact is a C-Level

Hide Contact Details From The AIWM Member Directory

Add Contact5

Add Another Company Executive

First Name*

Last Name*

Job Title*

Location*

Email Address*

Phone Number

Contact5 Settings

This contact is a C-Level

Hide Contact Details From The AIWM Member Directory

Add Contact6

Add Another Company Executive

First Name*

Last Name*

Job Title*

Location*

Email Address*

Phone Number

Contact6 Settings

This contact is a C-Level

Hide Contact Details From The AIWM Member Directory

Background Information

Nature of Business*

(e.g Accountancy, Financial Services, Banking, Brokers, Legal, IT Services Provider etc.)

Licenses Issued by MAS and/or Other Regulatory Bodies (if any)

Introduced By

No. of Staff*

No. of Licensed Representatives*

Target Clientele Group*

( i.e, Retail LFMC/ A/I LFMC/RFMC)

Supporting Documents

Please upload the the following documents in PDF format.

Most recent business filing (ACRA filling)*

Accepted file types: pdf, Max. file size: 10 MB.

Organizational Chart, Company profile/brochure*

Accepted file types: pdf, Max. file size: 10 MB.

Newspaper clipping about the company and key executives (if any)

Accepted file types: pdf, Max. file size: 10 MB.

Any article/write-ups about the company and key executives (if any)

Accepted file types: pdf, Max. file size: 10 MB.

Any background documents that may assist the Committee to expedite the Due Diligence on the applicant (if any)

Accepted file types: pdf, Max. file size: 10 MB.

Declaration & Signature

We apply to be admitted as an Associate Member of AIWM. We agree the information submitted is accurate and that no material information has been withheld from AIWM.

We agree to fully indemnify, defend and save harmless AIWM from and against any and all losses, damages, liabilities, claims, demands, causes of action, lawsuits and expenses (including all incurred legal fees & expenses) that AIWM may incur, or that may be threatened against AIWM, arising out of or in connection with (a) any direct breach or violation of this Application by us, or (b) our gross negligence or willful misconduct.

We agree that we will promptly notify AIWM of any change in the information provided in the AIWM Membership Application Form.

We hereby declare and confirm that:

We have read and understood the terms and conditions of this Membership Application, AIWM Constitution, Code of Ethics and Best Practice Reference Manual and AIWM Membership Protocol and agree to be bound by the same application;
upon acceptance as a member, we will abide by AIWM’s Constitution currently in force;
we declare that all information discloses herein are true and correct;
we understand and we are aware this application may be rejected, and neither AIWM nor any of its officer is obliged to provide or disclose any information concerning, or the basis of, or the reason for its rejection.

I Agree*

I have read the aforementioned declaration and agree with it

Name of Authorized Personnel*

Please note that all information submitted will be review and will only be available to AIWM Singapore.

AIWM is the industry body for External Asset Managers and Family Offices in Singapore

AIWM equips IWM practitioners with business support, training development, and networking to operate competently and thrive in today’s fast-changing wealth management landscape.

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Associate Member application form

Account manager details

Company Information

C-suite of the Company

Background Information

Supporting Documents

Declaration & Signature

AIWM is the industry body for External Asset Managers and Family Offices in Singapore