บวนการในการให้บริการ wealth advice แบบครบวงจร 5 กระบวนการ ดังนี้ (1) การส ารวจและรู้จักตัวตนของลูกค้า (explore & understand) การตรวจสุขภาพทางการเงิน เพ่ือให้ได้มาซ่ึงข้อมูลที่เพียงพอเก่ียวกับระดับ ความ
areas including managing and controlling fixed and variable costs, monitoring company’s liquidity, managing any policy relating to employees and revising the short-term plan to ensure the least impact to
, underwriters, arrangers, placement agents and others may use to understand the characteristics of any given Green Bond. The GBP emphasise the required transparency, accuracy and integrity of the information that
of the SLBP but also ensure proper monitoring, disclosure and verification as per section 4 of the SLBP. In particular, issuers of SLBs should publish, and keep readily available and easily accessible
regulatory objectives include: to maintain and promote the fairness, efficiency, competitiveness, transparency and orderliness of the securities and futures industry; to help the public understand the
structure through which the objectives of the company are set, and the means of attaining those objectives and monitoring performance are determined”. (จาก G20/OECD Principles of Corporate Governance, 2015
shall be in custody of a third party, the intermediary shall provide efficient system for receiving and delivery the client ’s assets between the intermediary and such third party, and for monitoring the
custody of a third party, the intermediary shall provide efficient system for receiving and delivery the client’s assets between the intermediary and such third party, and for monitoring the consequence
custody of a third party, the intermediary shall provide efficient system for receiving and delivery the client’s assets between the intermediary and such third party, and for monitoring the consequence
’ Life Platform of Choice”, we have upgraded our capability in data compilation and analytics, allowing us to understand and anticipate each individual customer’s needs under the “Segment of One” while