Stephen Mok

Stephen Mok

Stephen Mok is the representative of IPP Financial Advisers Pte Ltd and is licensed to conduct the following regulated activities:

Advising others, either directly or through publications or writing, whether in electronic, print or other form, concerning life policies, other than advising on corporate finance within the meaning of the Securities and Futures Act 2001 and arranging of any contract of insurance in respect of life policies.
Advising others, either directly or through publications or writings, whether in electronic, print or other form, concerning collective investment schemes, other than advising on corporate finance within the meaning of the Securities and Futures Act 2001 and marketing of any collective investment schemes.

Qualifications held
• Diploma in Production Engineering
• Licensing Examinations Passed
• CMFAS Module 5, Rules and Regulations for Financial Advisory Services
• CMFAS Module 8, Collective Investment Schemes
• Certificate in Life Insurance
• Certificate in Life Insurance (Investment Linked Policies)
• Certificate in Health Insurance
• Certificate in General Insurance

About IPP Financial Advisers Pte Ltd
IPP Financial Advisers Pte Ltd is licensed as a Financial Adviser to conduct the following regulated activities:
1. Advising others, either directly or through publications or writings, whether in electronic, print or other form, concerning the following investment products, other than advising on corporate finance within the meaning of the Securities and Futures Act 2001
• Life Policies
• Collective investment schemes including Securities

2. Arranging of any contract of insurance in respect of life policies.

3. Marketing of any Collective Investment Schemes.

As a licensed financial adviser IPP Financial Advisers Pte Ltd is permitted to act as an exempt General Insurance Broker.

We provide a comprehensive financial planning service. We act as brokers, which means our client is the consumer of financial services and products. Although we are remunerated by the providers of products and services, we are not their agents or representatives and our first concern is to act in the interest of our clients, the consumers of these products and services.

Financial Institutions and Product Providers
The following are the institutions and product suppliers IPP Financial Advisers Pte Ltd recommends and with whom it has arrangements to place business:

Life Insurers
1. Asia Life Assurance Society Ltd
2. AXA Life Insurance Singapore Pte Ltd
3. AVIVA Ltd
4. HSBC Insurance (Singapore) Pte Ltd
5. Manulife (Singapore) Pte Ltd
6. NTUC Income Insurance Co-Operative Ltd
7. UOB Life Assurance Ltd

Fund Managers (Unit Trusts)
1. ABN AMRO Asset Management (Singapore)
2. AIB Govett (Asia) Ltd
3. AIG Global Investment Corporation (S) Pte Ltd
4. APS Asset Management Pte Ltd
5. Aberdeen Asset Management Asia Ltd
6. Alliance Capital Management (S) Ltd
7. Allianz Dresdner Asset Management (S) Ltd
8. Commerzbank Asset Management
9. DBS Asset Management
10. Deutsche Asset Management (Asia)
11. Fidelity Investments (S) Ltd
12. First State Investments (Singapore)
13. HSBC Asset Management Singapore
14. Henderson Global Investors (S) Ltd
15. ING Investment Management
16. Legg Mason Asset Management (Asia) Pte Ltd
17. Morley Fund Management (AVIVA Investment Funds)
18. OCBC Asset Management
19. Philip Capital Management
20. Prudential Asset Management (S) Ltd
21. SG Asset Management (S) Ltd
22. Schroder Investment Management (S) Ltd
23. Templeton Asset Management
24. UBS Global Asset Management (S) Ltd
25. UOB Asset Management
26. Xavex SICAV, Singapore Branch

General and Group Insurers
1. ACE Insurance Ltd
2. American International Group, Inc.
3. Asia Insurance
4. AVIVA Ltd
5. AXA Insurance Singapore Pte Ltd
6. Allianz Insurance Company of Singapore Pte Ltd
7. American International Assurance (Group)
8. China Insurance
9. Federal Insurance Company
10. Great Eastern Life Assurance (Group)
11. HSBC Insurance (S) Pte Ltd
12. Liberty Insurance Pte Ltd
13. Mitsui Sumitomo Insurance (S) Pte Ltd
14. Mayban General Assurance Berhad
15. NTUC Income Insurance Co-Operative Ltd
16. Nanyang Insurance
17. QBE Insurance (Int’l) Ltd
18. Royal & Sun Alliance Insurance
19. Sompo Japan Insurance Co (Asia) Pte Ltd
20. Tenet Insurance Co Ltd
21. The Tokio Marine & Fire Insurance Co (S) Pl
22. United Overseas Insurance
23. Zurich Insurance (S) Pte Ltd

Banks
1. DBS Bank
2. HSBC
3. OCBC Bank
4. Standard Chartered Bank
5. UOB Bank

Separate the Best from the Rest.
To find out more, please contact Stephen Mok at 90011082 (mobile) or e-mail him at stephenmok@ippfa.com .