Personal Wealth Management
Dublin, London, Geneva, Jersey, Isle of Man, Cyprus, BVI, TokyoA Subsidiary of IFG Group PLC
In Japan, IFG Asia Limited is registered as an Investment Advisor with the Kantoh Finance Bureau No. 1299 and maintains a strict code of practice within Japanese law
IFG
IFG Asia adheres to regulation in
1. We aim to provide prospective clients with relevant information regarding the various financial products and/or services offered through IFG Asia Limited and to provide easily understandable explanations regarding these products and/or services both verbally and in writing. The prospective client is also encouraged to conduct his or her own due diligence and background checks on IFG Asia and the products and services available through the company.
2. We will give advice on products and services that we determine to be suitable for prospective clients, based on a comprehensive client questionnaire to quantify their financial situation and future objectives. Consideration is also given to existing portfolios before any investment advice is given and thorough research is conducted to pinpoint the most appropriate solution for their needs from the resources available through IFG Asia.
3. We aim to clarify with prospective clients their understanding of any risks and fees that may be associated with the financial planning services offered by IFG Asia. The risks and fees are clearly set out in a personalized Investment Advisory report and re-confirmed at meetings with our prospective clients before any investment decision is made. Based on this information, prospective clients should then make their own conclusions on the proposed services.
4. In addition to the initial consultations with our clients, IFG Asia’s Investment Advisors commit to contacting and meeting their clients on a mutually agreed regular basis. In the interim, market information and updates are sent by email and our clients have on-line access to valuations of their investments should they wish to take advantage of such a facility.
5. IFG Asia’s Investment Advisors are properly trained on joining the company and receive ongoing training. They seek to provide clients with timely and accurate information throughout the Client/Advisor relationship. IFG Asia places great emphasis on ongoing service and are committed to ensuring a mutually beneficial business relationship.
6. We aim to maintain internal control systems to ensure compliance with relevant legal and regulatory laws. In addition, any investment advice given is monitored and checked to ensure that it is appropriate to the client’s needs. Random internal compliance checks are also conducted to ensure that IFG Asia’s Investment Advisors are maintaining the highest level of professional advice.
Privacy & Security
To preserve the confidentiality of all information you provide to us, we have adopted the following privacy principles:
1. We only collect information that we believe to be relevant and required to understand your financial needs and to conduct our business.
2. We use your information to provide you with better customer services and products.
3. We may pass your information to other IFG Asia Group companies or agents, as permitted by law.
4. We will not disclose your information to any external organisation unless we have your consent or are required by law or have previously informed you.
5. We may be required from time to time to disclose your information to Governmental or judicial bodies or agencies or our regulators, but we will only do so under proper authority.
6. We aim to keep your information up-to-date.
7. We maintain strict security systems designed to prevent unauthorised access to your information by anyone, including our staff.
8. All Group companies, all our staff and all third parties with permitted access to your information are specifically required to observe our confidentiality obligations.
By maintaining our commitment to these principles, we at IFG Asia will ensure that we respect the inherent trust that you place in us.
Data Security
Security is our top priority. IFG Asia will strive at all times to ensure that your personal data will be protected against unauthorised or accidental access, processing or erasure. We maintain this commitment to data security by implementing appropriate physical, electronic and managerial measures to safeguard and secure your personal data.
Our web servers are protected behind firewalls and our systems are monitored to prevent any unauthorised access.
All practical steps will be taken to ensure that personal data will not be kept longer than necessary and that IFG Asia will comply with all statutory and regulatory requirements concerning the retention of personal information.
Security Assurance
Do not share your IFG Asia User ID and/or Password or allow access or use of it by others. If you think your User ID and/or Password has been disclosed to a third party, is lost or stolen and unauthorised transactions may have been conducted, please inform us immediately. IFG Asia endeavor to put in place high standards of security to protect your interests and as such, no personal data is held within the valuation system.
Your visit to this site may be recorded for analysis on the number of visitors to the site and general usage patterns. Some of this information will be gathered through the use of 'cookies'. Cookies are small bits of information that are automatically stored on a person's web browser in their computer that can be retrieved by this site. Should you wish to disable these cookies you may do so by changing the setting on your browser. However, you may be unable to enter certain parts of our website.
Occasionally we may collect personal information from visitors to this site. Such information is only collected from individuals who voluntarily provide us with their personal information. We may use this information to advise them of products, services and other marketing materials which we think may be of interest to them. We may also invite visitors to this site to participate in market research and surveys and other similar activities.
If we do ask you to provide personal information, we will always specify the purpose for which such personal information is collected and ensure that it is only used for the purpose specified at the time of collection
