Ethics

 

NETWORTH rather than NETWEALTH.

SFO is committed to being a trusted, readily accessible and timely resource provider in a variety of ways that our members can have easy access to knowledge and reference to support for their wealth management practice.

In SFOasia, we believed in operating with highest ethical standards and integrity with the application of the Code of Ethics to all members and affiliates for any purpose related to SFOasia. The Code of Ethics promotes honest and ethical conduct as it relates to the management and advisory of a family office generally and specifically to wealth management and the provision of financial services.

As a Member of SFO, you are expected to:

  1. Engage in and promote ethical and reputable manner, including the ethical handling of actual or apparent conflicts of interest between personal and professional relationships.
  2. Carry out your responsibilities honestly, in good faith and with integrity, due care and diligence, exercising at all times the best independent judgment.
  3. Use discretion and keep all proprietary business and dealings with the SFOasia to be completely confidential. Aim to protect the privacy of members and their business dealings
  4. Comply with, and assist your family office clients in complying with, the letter and spirit of all applicable laws, rules and regulations established by relevant governments, agencies and regulatory organizations.

Those parties that represent a reputation or headline risk to the organization will be put on probation, suspended or have their membership and access revoked.

Society of Family Offices  |  20 Maxwell Road #09-17, Maxwell House, S(069113)  |  Tel: +65 6838 0852  |  E-mail: This email address is being protected from spambots. You need JavaScript enabled to view it.