Ordinary Membership Application Form - Association of Independent Wealth Managers Singapore

SECTION A: APPLICANT PARTICULARS

Company Name (in full)*

Business Registration/UEN No.*

Registered Address*

Postal Code*

Tel.*

Billing Details (if different from the above):

Billing Details (if different from the above)

Name of Business Entity:*

Billing Address:*

Reason:*

Company Description*

Company Website*

How did you first hear about the AIWM?*

Company Referral By

Hidden

Directory listing

Hide my company from the directory listing

SECTION B: ACCOUNT OWNER PARTICULARS

This will be the administrator of the account. He/she is responsible for and authorised to edit the company and staff information on the AIWM website and provide access to the Member Area. He/She will be the contact point between AIWM and the company for all membership related matters.

Salutation*

First Name*

Last Name*

Job Title*

Contact No.*

Email*

SECTION C: PARTICULARS OF YOUR MANAGEMENT TEAM

Please provide the particulars of your management team, i.e. HODs and/or C-suite levels.
These key individuals’ details will be displayed on the membership directory on the website. You may choose not to display their information on the website.

Add Contact1

Add Company Executive

Contact1 Settings

This contact is a C-Level

Hide contact details in the online Membership Directory

First Name*

Last Name*

Job Title*

Email*

Add Contact2

Add More

Contact2 Settings

This contact is a C-Level

Hide contact details in the online Membership Directory

First Name*

Last Name*

Job Title*

Email*

Add Contact3

Add More

Contact3 Settings

This contact is a C-Level

Hide contact details in the online Membership Directory

First Name*

Last Name*

Job Title*

Email*

Add Contact4

Add More

Contact4 Settings

This contact is a C-Level

Hide contact details in the online Membership Directory

First Name*

Last Name*

Job Title*

Email*

Add Contact5

Add More

Contact5 Settings

This contact is a C-Level

Hide contact details in the online Membership Directory

First Name*

Last Name*

Job Title*

Email*

Add Contact6

Add More

Contact6 Settings

This contact is a C-Level

Hide contact details in the online Membership Directory

First Name*

Last Name*

Job Title*

Email*

SECTION D: SCREENING

Name of Auditor*

Membership in Professional Bodies

(e.g. IMAS)

PII Coverage (Insurance Company & Insured Amount): *

Insurance Company*

Insurance Company *

Insured Amount (SGD)*

Insured Amount (SGD) *

No. of Employees*

No. of Licensed Representatives*

Types of Licence(s) issued by MAS (under the current Fund Management Company regime)*

Accredited / Institutional Licensed Fund Management Company

Retail Licensed Fund Management Company Licence No.*

Is your company a stand-alone company in Singapore?*

Yes

No, please mention the other jurisdiction where your company is active

Name of other jurisdiction*

Has your company been inspected by MAS and/or its designated representatives in the past 4 years?*

Yes, please specify the date of latest audit and name of the auditor engaged

(MM/YY) of last audit and Name of Auditor*

Is at least 50% of your total revenue generated from EAM/IAM activity?*

Yes

Note: Only EAMs and Family Offices with more than 50% of their total revenue generated from EAM/IAM activity are eligible to become an Ordinary member of AIWM.

No. of years the company has been conducting EAM/IAM activities:*

Note: Those with less than one year will be put under probation as Probation Ordinary member.

SECTION E: INSTRUCTIONS

Please upload the following documents to support your application:
(Note: For non-English documents, please provide the original document together with a English translation as 1 file.)

Latest Business Filing with ACRA (within the last 3 months)*