IPP Financial Advisers Holdings Ltd. (IPPFA) provides investment services to clients. Founded in Singapore in 1983, it now operates across Hong Kong and Singapore, advising retail and institutional clients in areas such as retirement planning, employee benefit planning, and life and health insurance.
As financial advisors, IPPFA must comply with all Anti-Money Laundering/Know Your Customer (AML/KYC) regulations. Keeping risk out of its portfolio is also critical to its own business objectives.
Bridger Insight XG and WorldCompliance database have been essential to IPPFA’s success. They enable the firm to:
Want to know more? Request the IPPFA case study.