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Financial Adviser Act (FAA) Internal Audit Services in Singapore

Focused reviews of advisory practices, client suitability and fair dealing.

Our Focus

For licensed and exempt financial advisers in Singapore, our Financial Adviser Act internal audit reviews governance, regulatory compliance, and key controls against applicable Monetary Authority of Singapore (MAS) requirements. Coverage includes advisory processes, customer suitability, conflicts of interest, AML/CFT, third-party arrangements, and, where relevant, independent sales audit and balanced scorecard reviews.

Key Responsibilities of a Financial Adviser

01Client Advisory & Suitability

Providing advice that is appropriate to the client's circumstances, needs, objectives and risk considerations.

02Product & Recommendation Management

Ensuring products and recommendations are appropriately considered, documented and supported by relevant information.

03AML/CFT & Regulatory Compliance

Maintaining appropriate measures to manage financial crime risks and meet applicable regulatory requirements.

04Fair Dealing & Conflicts of Interest

Managing conflicts and maintaining fair dealing practices in interactions with clients and other stakeholders.

05Representative & Third-Party Oversight

Maintaining appropriate oversight of representatives, introducers and other relevant third-party relationships, where applicable.

Internal audit provides management and the Board with an objective view of the effectiveness of the organisation's processes, controls and risk management arrangements.

A Practical Approach to Internal Audit

Let's explore how our internal audit services can support your organisation.

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