Downloads

Hope these guides will be greatly ben­e­fi­cial for your use!

NOTE THAT ALL THESE GUIDES ARE TAKEN FROM PUBLIC DOMAIN , can be obtained free of cost  from the internet.

1)   White Paper on Finan­cial Tips  for those near­ing retire­ment. PDF 397KB ENGLISH

(A 8 page white page report cre­ated spe­cially for those are near­ing retirement)

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2)     How to Pro­tect Your­self from Iden­tity Theft PDF 80KB ENGLISH

A com­pre­hen­sive strat­egy for safe­guard­ing your iden­tity, whether you’re at home, online or out and about.

3)   Save Shred or Recy­cle PDF 34 KB ENGLISH

Do you have that pile of bills, receipts, stat­ments or med­ical records pil­ing up? With this list, you can reor­gan­ise your papers and get your ” finan­cial house” neat and tidy

Use­ful Web­sites: http://www.fundsingapore.com (For all infor­ma­tion about all Sin­ga­pore funds)

MORE  COMING UP.….SUBSCRIBE TO OUR NEWSLETTER TO GET NOTICE OF NEW REPORTS.

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Indus­try Guides

(Please note that these guides were pro­duced by the var­i­ous life insur­ers and bank asso­ci­a­tions of Singapore)

Intro­duc­tion to Per­sonal Invest­ing ( Pro­duced by the Invest­ment Man­age­ment Asso­ci­a­tion of Sin­ga­pore) ENGLISH CHINESE

Many Sin­ga­pore­ans realise the impor­tance of sav­ings but often regard invest­ing as “risky” , “gam­bling” or “only for those who retire”.

This book­let seeks to address some of the con­cerns and ques­tions you may have about invest­ing. Very suit­able read for peo­ple of all ages. (A must read it before you invest)

YOUR  GUIDE TO HEALTH INSURANCE (ENGLISH) (CHINESE)

Avail­able in Eng­lish and Chi­nese. This guide pro­vide gen­eral infor­ma­tion on health insur­ance and the var­i­ous prod­ucts that may meet your needs. It gives you the infor­ma­tion you should have before you buy any health insur­ance prod­uct or dis­cuss your needs with a finan­cial adviser (FA) representative.

Your Guide to Life Insur­ance (Eng­lish) (Chi­nese)

Avail­able in Eng­lish and Chi­nese. This guide describes the var­i­ous types of life insur­ance prod­ucts and dis­tri­b­u­tion chan­nels and pro­vides gen­eral infor­ma­tion about life insur­ance. It gives you the basic infor­ma­tion you need so you can dis­cuss your insur­ance needs with a finan­cial adviser (FA) representative.

Your Guide to Invest­ment Linked Plans (Eng­lish)

This guide pro­vides gen­eral infor­ma­tion about what you should know before pur­chas­ing an investment-linked insur­ance plan – from key fea­tures and ben­e­fits and how they work to invest­ment returns and fees and charges.

Plan­ning for Your Family’s Future (Eng­lish)

This guide was first jointly launched by the IFPAS and the LIA dur­ing the Fam­ily Fes­ti­val 2004. Through the daily exploits of the Lim Fam­ily, the guide explains the key con­cepts of finan­cial plan­ning. It also pro­vides prac­ti­cal tips on how a fam­ily can draw up a finan­cial plan, develop a fam­ily bud­get, ensure suf­fi­cient cov­er­age for their med­ical and insur­ance needs, and con­sider plans to build up a retire­ment nest egg.

Guid­ance Tips for Seniors on Per­sonal Invest­ing (Eng­lish) (Chi­nese)

Avail­able in Eng­lish and Chi­nese. Per­sonal invest­ing can be com­plex, espe­cially for senior per­sons. This guide high­lights key areas that a senior per­son should con­sider before invest­ing, and pro­vides a few tips on how com­mon mis­takes and unwise deci­sions can be avoided.

Your Guide on Par­tic­i­pat­ing Poli­cies (Eng­lish) (Chi­nese)

Avail­able in Eng­lish and Chi­nese. This guide sheds light on how a par­tic­i­pat­ing life insur­ance pol­icy works. It pro­vides infor­ma­tion you should know before you pur­chase any par­tic­i­pat­ing pol­icy or a ‘with prof­its’ policy.

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