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Fair Dealing Policy - iHarvest Wealth Management

Fair Dealing Policy

At iHarvest Wealth Management (“iHarvest”), we are always focused in providing sound and quality financial advice and services in a fair and professional manner. We pride ourselves in engaging qualified professionals and teaming up with only the best in the industry to provide you with quality advisory services. 

iHarvest is committed to advocate and endeavour to deliver the fair dealing outcomes to you below:

  • Our Directors and Senior Management are committed to championing a fair dealing culture within iHarvest;
  • The products and service recommended by iHarvest are selected, reviewed and endorsed to be suitable for your particular needs, financial objectives and situation;

  • We continuously organise comprehensive and structured training programmes to ensure that our Wealth Managers stay competent, providing you with fine service and sound advice;

  • Clear, relevant and timely information and updates are presented for you to make informed financial decisions;

  • We have an established Complaint Handling Process to ensure that all customer complaints are dealt with independently and in a prompt and effective manner.

     

Having fair and professional practices are our focus. We welcome your feedback as we believe it will enable us to enhance our practices to the benefit of our clients. Please forward your feedback or complaints to hello@iharvestwm.com or call +65 6416 4888.


Disclaimer

The above statements are iHarvest focused on providing fair dealing to all clients. It should not be construed as an admission of any liability or damages, as well as legal responsibility on the part of iHarvest.


Resolution process

We are committed to building lasting relationships with our clients by providing excellent service and being responsive to client needs and concerns. It is our priority to ensure impartial and efficient resolution of any client complaints.

Our complaint resolution team is always ready to help and can be contacted at hello@iharvestwm.com.

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