Client Process

Client Process & Commitment

At Method Asia, we connect clients with MAS-regulated financial solutions in Singapore.
We prioritise trust, transparency, and client-first service.

We do not influence or pressure clients into making larger purchases or additional transactions for our own gain.
Our goal is to ensure clients:

Receive professional, unbiased guidance.
Understand every product fully before committing.
Select solutions that are both suitable and beneficial.
Build long-term, trust-based relationships with our team.
Receive clear and convenient assistance whenever needed.
Are supported step-by-step in the event of claims, ensuring confidence in agreed solutions.
Benefit from transparency and open communication at every stage.
Gain from ongoing reviews, adapting solutions as their needs evolve.

Contact us via the website form or through affiliated contacts.
This stage is purely introductory — no regulated financial advice is provided.
Any initial guidance is general, aligned with your preferences, and fully confidential.
No payments are requested or made at this stage.
Method Asia never collects money directly.
Any request for payment at this stage is not genuine and should be treated as a scam.

You will be directly introduced to our contracted firms — all MAS-licensed professionals in their respective fields.
A Know Your Client (KYC) process assesses your financial goals, needs, and risk profile.
Suitable solutions, products, or services are matched to your requirements. Licensed professionals then provide tailored advice, including a suitability assessment aligned with your preferences and risk appetite.
Complete product information is provided, ensuring you fully understand what you are considering before committing.
All advice is confidential and client-focused.
Method Asia may continue to provide support alongside you, if desired.
You may request licenses, credentials, or firm registration details at any time.

Through Method Asia’s introductions, licensed firms provide professional guidance and servicing support for you and your policies.
Licensed firms establish direct connections with product creators, suppliers, or owners.
Method Asia and our affiliated partners continue to provide ongoing support, working hand-in-hand with licensed firms and appointed servicing agents.
This process does not necessarily increase product costs — in some cases, you may benefit from competitive or even lower pricing compared with approaching providers directly.
All agreements and payments are made directly with licensed firms or product providers — never with Method Asia.