Discussion (4)
Learn how to style your text
Tan Li Xing
14 May 2020
Financial Consultant at Prudential Assurance Company (Singapore)
Reply
Save
Colin Lim
11 May 2020
Financial Services Consultant at Colin Lim
Hi,
Most companies are now doing digital platform meaning you can login to view your portfolio.
However if the agent didnt update u on the investment or didnt get in touch with u for long periods...maybe u need call them or request to change of advisor.
You can reach out to me if your ILP doesnt belong to Pru, GE or AIA
#planwithcolin
Reply
Save
Pang Zhe Liang
11 May 2020
Fee-Based Financial Advisory Manager at Financial Alliance Pte Ltd (IFA Firm)
No, this is not normal in my standard. Professionally, I meet my clients at least once every six mon...
Read 2 other comments with a Seedly account
You will also enjoy exclusive benefits and get access to members only features.
Sign up or login with an email here
Write your thoughts
Related Articles
Related Posts
Related Posts
Hi YJ,
It depends... usually most agents would get back by the next day, but also due to the nature of investments, sometimes it might take a bit more time in order to give you the best advice that will meet your needs. I think you could wait for a couple of days, else you could contact you agent again, as our relationship with our agent is 2 ways as well if we do feel that the agent is a good 'fit' with us