Industry Practices

Date Published: 03.06.2025

GOOD PRACTICES - ENGAGEMENT ACTIVITIES TO ENHANCE UNDERSTANDING OF CUSTOMER NEEDS

Date Published: 31.01.2025

Basic Financial Planning Guide

To help Singaporeans identify and plug gaps in their finances, the Monetary Authority of Singapore and MoneySense, together with the CPF Board, Association of Banks in Singapore, Association of Financial Advisers (Singapore) and Life Insurance Association, Singapore, have developed a Basic Financial Planning Guide. It contains rules of thumb to support individuals taking proactive steps to address their savings, insurance, and investment needs at different life stages. ]   Industry Good Practices: The Basic Financial Planning Guide: https://www. mas. gov. sg/publications/monographs-or-information-paper/2025/industry-good-practices---the-basic-financial-planning-guide Basic Financial Planning Guide: www. go. gov. sg/financialplanningguide   Media Release: https://www. mas. gov. sg/news/media-releases/2023/mas-and-financial-industry-launch-basic-financial-planning-guide FAQs for Financial Institutions and their representatives: https://www. mas. gov. sg/regulation/guidance/basic-financial-planning-guide  

Date Published: 07.06.2024

LIA Guidelines on Policy Illustrations, Cover Page and Bundled Product Disclosure

This replaces the previous version of guidelines issued on 29 June 2018

Date Published: 06.05.2024

GOOD RECRUITMENT PRACTICES IN THE HIRING OF FA REPRESENTATIVES

Date Published: 07.07.2021

Incontestability Clause