The Business Times

CFA Society Singapore Advocacy Committee

Seek financial advice only from registered influencers. Verify their representative number and credentials to ensure they are authorised to provide investment recommendations.
INSIGHTS FROM CFA SOCIETY SINGAPORE

Clicks and credibility

To be competent in one’s role and meet one’s duties under the Competence Standard means having sufficient knowledge, skills, and abilities suitable for a professional to work in that specific role with success.
INSIGHTS FROM CFA SOCIETY SINGAPORE

Maintaining competence

The CFA Institute's disclosure of conflicts standard requires finance professionals to make full and fair disclosure of all matters that could reasonably be expected to impair their independence and objectivity or interfere with duties to their clients, prospective clients, and employer.
INSIGHTS FROM CFA SOCIETY SINGAPORE

Disclosure of conflicts of interest 

Market manipulation damages the interests of all investors by disrupting the smooth functioning of financial markets and lowering investor confidence.
INSIGHTS FROM CFA SOCIETY SINGAPORE

Spoofing to boost returns for clients

Portfolio managers must priortise the interests of their clients and employers over their personal financial interests.
INSIGHTS FROM CFA SOCIETY SINGAPORE

The ethics of personal transactions

CFA Institute requires fund managers and investment professionals to exercise diligence, independence and thoroughness in analysing and recommending investments, and taking investment actions.

Diligence and thoroughness in investment decisions

Communication allows clients to make well-informed decisions about their investments – including about whether to engage or retain an investment adviser.
INSIGHTS FROM CFA SOCIETY SINGAPORE

Communicating changes in billing and fees

father and son, walking, railway
INSIGHTS FROM CFA SOCIETY SINGAPORE

Handling a family member’s account

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