Our Commitment to Fair Dealing

MoneyOwl is currently in transition to ownership by Temasek Trust. Once completed, MoneyOwl will serve communities of everyday Singaporeans through a repurposed model, through the provision of financial education, solutions and advice. More details will be announced later.

The transition of MoneyOwl’s fund management business and insurance advisory businesses to iFAST Financial Pte Ltd (“iFAST”) is complete. As part of this business transfer, we have transferred to iFAST the personal data of investment and insurance clients, in line with the provisions of the Personal Data Protection Act 2012 (“PDPA”), as well as MoneyOwl’s Privacy Notice. 
Meanwhile, MoneyOwl continues to provide online educational content, a free digital Will-Writing service and conduct Corporate Financial Wellness programmes on a case-by-case basis.

For more information on the impact of our proposed acquisition and business transfer on our various services, please see link to microsite. Your acknowledgement and acceptance of the content of this paragraph are part of the Terms of Use, Terms and Conditions and Privacy Policy.

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.