OUR SERVICES
Understanding you and your needs
SYNERGY provides a comprehensive array of solutions, including life, general, investment, and high-net-worth offerings. Consult with our advisers to ensure that we understand your needs and tailor the most suitable solution for you.
At SYNERGY, we believe that financial growth should be as unique and ambitious as you are. By qualifying as an Accredited Investor (AI), you open the door to a world of exclusive investment opportunities, enhanced flexibility, and personalised financial strategies tailored to your sophisticated needs.
These are some of the ways in which you can benefit if you qualify as an accredited investor:
Access a wider range of investment products
Enjoy access to a broad range of investments not available to retail investors
Customised Wealth Solutions
Benefit from tailored portfolio strategies, direct access to expert advisory teams, and personalised investment solutions designed to meet your unique financial goals
To benefit from being an Accredited Investor, simply satisfy one of the following criteria:
Minimum income of S$300,000 in the last 12 months (or its equivalent in a foreign currency)
Net personal assets exceeding S$2 million, of which the net value of your primary place of residence can only contribute up to S$1 million
Net financial assets exceeding S$1 million (or its equivalent in a foreign currency)
Please take note that investors who agree to be treated as AIs forgo the benefit of certain regulatory safeguards*. For example, issuers of securities are exempted from issuing a full prospectus registered with the Monetary Authority of Singapore in respect of offers that are made only to AIs, and intermediaries are exempted from several business conduct requirements when dealing with AIs. For details on the relevant regulatory requirements which we will be exempted from when serving you as an AI, please refer to this page.
*This applies only if you opt in as an Accredited Investor (AI) with SYNERGY. If you do not opt in with SYNERGY but choose to do so with our business partners, you will be treated as a retail client and protected by MAS's regulatory safeguards when dealing with SYNERGY.
