This depends on your employer’s internal policies. Many institutions have personal account dealing (PAD) rules to prevent conflicts of interest. While discretionary investment accounts are typically exempt because investment decisions are made by the manager and not the employee, you should check with your organisation if you are unsure of their requirements.

If you are subject to PAD rules, Syfe can provide a confirmation letter to your organisation confirming the discretionary-managed nature of our services. Please email us at support.sg@syfe.com to request this.

Important:

• All Cash Management and Managed Portfolios except Syfe Select Custom are discretionary.
• Brokerage is non-discretionary, as investment decisions are made by the user.