We are committed to dealing fairly with our clients and providing sound and quality financial advice and services.

Our Directors and Senior Management are committed to deliver fair dealing outcomes to you:

  • Our Directors and Senior Management are committed to advocating a fair dealing culture within Synergy;
  • The products and service recommended by Synergy are selected, reviewed and endorsed by Synergy to be suitable for your particular needs, financial objectives and situation;
  • Our professional client advisers undergo continual training to be competent in providing sound advice and quality recommendations to you;
  • Clear, relevant and timely information and updates are presented for you to make informed financial decisions;
  • Every client will be assessed for knowledge of competency in the investment arena. Should the client require more assistance, we will provide the tools to help the client gain competency. In the interim, should the client wish to transact investment products, we will build in additional safeguards to ensure that the investments meet their needs; and
  • We have a robust and independent process in listening to, and resolving, your concerns and feedback in a prompt manner.

Having fair and professional practices is our focus. We welcome your feedback to service enhancements. Please click here to forward your feedback or call +65 6654 1888.