Recent updates

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A word from the Committee by Gary Cheo, AIWM Education

I am honoured to introduce myself as a new committee member overseeing education at the Association of Independent Wealth Management (AIWM).

October 7, 2024·

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AIWM

Preferential Offers by Ingenia Consultants Pte. Ltd. for Ordinary Members

Ingenia’s compliance specialist becomes your coach to ensure and facilitate your company’s compliance.

October 7, 2024·

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AIWM

Get to know about Sun Life

Sun Life is a leading international financial services organization providing asset management, wealth, insurance and health solutions to individual and institutional clients. As of June 30, 2024, Sun Life has US$1.46 trillion assets under management.

October 7, 2024·

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News

Compliance Insight – October 2024

In the month of September 2024, the Monetary Authority of Singapore (“MAS”) had issued various updates and forms, of note, Change of Particulars for Fund Management Companies, FAQs on Licencing of Fund Management Companies issued on 16 September 2024, the last being 29 August 2024. Also to note, 2 new forms for managers dealing in OTC Derivatives, Form 1A the Notification on Becoming a Significant Derivatives Holder and lastly, Form 1B the Notification on Ceasing on Becoming a Significant Derivatives Holder.

October 7, 2024·

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AIWM

Photos from 26 September: AIWM 12th Annual General Meeting

It was an evening where formal meets funny. The members reviewed and approved the annual report for FY2023/24, bade farewell to the last committee and welcomed the new office bearers for the 2024 – 2026 term and had a belly good laugh with stand-up comedian, Rishi Budrani, who interacted and joked with the audience at The Atelier, The Capitol Kempinski Singapore.