AT A GLANCE As the wealth management industry in Singapore is growing, the demand for financial planning services is generating increasing competition. During this period of rapid growth, Legacy FA Pte. Ltd. needed a solution to comply with evolving regulations without negatively impacting the customer experience. Business overview Legacy FA is a comprehensive Licensed Financial Adviser in Singapore that delivers financial planning in both the retail and business segments. The business provides investments, education and retirement planning, income protection, mortgage broking, debt management and insurance services to its retail clients. In the business finance arena, Legacy FA can help prepare succession planning, employee benefits schemes and insurance. It is a regulated entit

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