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We are passionate, intelligent and forward-looking team of financial advisers with an eye on the markets and the future.
OUR COMMITMENT
Code of Professional Conduct
This Code of Conduct is to put our core values into practice. It is the standard we set for the way business should be conducted and the responsibilities of everyone in Synergy Financial Advisers (SYNERGY). This is our commitment to the people whom we care.
SYNERGY GOALS
Strong Vision and Mission
We work to live the vision of SYNERGY; to be the most admired Financial Advisory firm in Asia. And to fulfil the mission of SYNERGY; working together to achieve financial freedom by harnessing technology and innovation.
QUALITY POLICY
Code of Professional Conduct
We are committed to dealing fairly with our clients and providing sound and quality financial advice and services.
Fairness
Our Directors and Senior Management are committed to advocating a fair dealing culture within SYNERGY.
Curated Products
The products and services recommended by SYNERGY are selected, reviewed and endorsed by SYNERGY to be suitable for your particular needs, financial objectives and situation.
Professionalism
Our professional client advisers undergo continual training to be competent in providing sound advice and quality recommendations to you.
Informed Decisions
Clear, relevant and timely information and updates are presented for you to make informed financial decisions.
Client-centric Support
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.
Feedback
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.
PDPA
Personal Data Protection Policy (PDPA)
Our Personal Data Protection Policy set out how we will collect, use, disclose and retain your personal data with Synergy Financial Advisers Ltd.
Our Commitment to PDPA
We want to ensure that our existing practices and policies are compliant in relation to the collection, use, disclosure, retention and security of your personal data.
Data Collection and Consent Process
We may collect personal data from you when you apply for our financial advisory services, update your particulars, or attend our events. Please read the policy carefully before providing any consent to us.
Commitment to Data Confidentiality
We are committed to treat all personal data with due care and full confidentiality and in accordance with the relevant data protection laws of Singapore.
Continuous Compliance with PDPA 2012
We continually ensure compliance with the Personal Data Protection Act 2012. The Do Not Call (DNC) Registry provision started on January 2, 2014, and personal data protection provision on July 2, 2014.
If you have any queries as to this Personal Data Notice and Consent Policy or how SYNERGY processes, collects, uses and discloses your personal data, or to make any changes to your personal data or consent of use, please contact the Data Protection Officer, Evon Lim via email at [email protected].