If you are an employee at an SFC licensed entity, you can still invest with us provided that we obtain your employer’s consent. You can obtain a generic template here.
Typically, the restrictions on employee investments are related to insider dealings or conflicts of interest concerns. Therefore, it is not uncommon for companies to require employees to disclose or obtain approval for trades in certain securities.
StashAway invests solely in Exchange-traded Funds (ETFs) and manages discretionary investment portfolios through automated trade executions. Click here to see our ETFs selection and here to read more about our ETFs selection criteria.
It is quite common that ETFs and discretionary investment portfolios be excluded from such trading restrictions, on the basis that the employee does not have control over the underlying basket of securities for each ETF.
Additionally, we will be happy to provide a signed discretionary letter for customers working in financial institutions to fulfil their compliance requirements. Please contact our client engagement team via email (firstname.lastname@example.org), WhatsApp (9862 2676) or Call us (5803 7274).