Our Commitment to Fair Dealing

Fair dealing is central to MoneyOwl’s corporate culture and ethos. The Company builds long-term relationships with our clients by conducting our business honestly and ethically.

Our policies, systems and work processes are structured with the objective that our market and
business activities achieve fair dealing outcomes for you, the client.

  • We assess our products and services to ensure that they are suitable for you.
  • We ensure that our licensed representatives are competent by undergoing regular training
    and providing you with quality recommendations and services.
  • We provide clear, relevant and timely information that accurately represents the products and services offered and delivered, for you to make informed decisions.

Complaints and feedback are taken seriously and resolved independently in a prompt and effective manner. The compliance department and senior management will investigate and recommend a course of action to the feedback or complaint that is received against his staff.

Our process include:

  • Acknowledgement of your complaint/feedback within 2 business days.
  • Interview with you to understand more.
  • Notify you within 14 business days from the date of receipt of complaint or feedback.

Clients are provided with a clear avenue to provide feedback. If you have any feedback, please do not hesitate to contact us here.

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Breaking down life’s financial curiosities

First-of-its kind insurance plan rating & commentary

Comprehensive guidance and principles

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Take OwlPersonality Quiz to discover your money personality

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See MoneyOwl in the news with media highlights and press releases

Join our public talks and webinars to learn financial literacy from expert advisers

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Our Board provides strategic guidance and uphold MoneyOwl’s mission
Get to know the team behind MoneyOwl, building better financial guidance for every life stage