Account Management Review Template for Singapore

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Account Management Review Template

I need an Account Management Review Template for a Singapore-based wealth management firm handling high-net-worth clients, with emphasis on portfolio performance metrics and risk assessment sections, ensuring compliance with latest MAS guidelines for Q2 2025 implementation.

What is a Account Management Review?

The Account Management Review Template serves as a standardized tool for conducting thorough account reviews in the Singapore market. It is designed to meet the stringent requirements of MAS regulations while providing a comprehensive framework for account managers to assess client relationships, evaluate performance, and ensure compliance. The template should be used for periodic reviews (typically quarterly or annually) and includes sections for performance analysis, risk assessment, compliance checking, and action planning. It is particularly relevant for financial institutions operating under Singapore's regulatory framework and incorporates necessary elements for PDPA compliance and AML considerations.

What sections should be included in a Account Management Review?

1. Client Information: Basic account and client details including classification, contact information, and account identifiers

2. Account Performance Review: Comprehensive analysis of account performance against KPIs and benchmarks, including historical trends

3. Risk Assessment: Current risk profile evaluation and analysis of changes from previous assessment period

4. Compliance Status: Review of compliance with regulatory requirements, internal policies, and any outstanding issues

5. Action Items: Required actions, recommendations, and timeline for implementation for the next review period

What sections are optional to include in a Account Management Review?

1. Portfolio Rebalancing Analysis: Detailed analysis of portfolio allocation changes and recommendations for rebalancing

2. Fee Analysis: Comprehensive breakdown of fees, charges, and cost structure analysis

3. Client Communication Log: Summary of key client interactions, meetings, and correspondence during the review period

What schedules should be included in a Account Management Review?

1. Performance Charts: Visual representation of account performance metrics and key indicators

2. Transaction History: Detailed list of all transactions executed during the review period

3. Risk Profile Questionnaire: Updated client risk assessment responses and profile determination

4. Regulatory Disclosures: Required disclosures and declarations as per MAS guidelines and regulations

Authors

Alex Denne

Head of Growth (Open Source Law) @ ��Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Financial Services
Professional Services
Insurance
Asset Management

Relevant Teams

Account Management
Compliance
Risk Management
Operations
Client Services
Legal

Relevant Roles

Account Manager
Relationship Manager
Compliance Officer
Portfolio Manager
Risk Manager
Senior Account Executive
Client Service Manager

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Let's create your Account Management Review

What is a Account Management Review?

What sections should be included in a Account Management Review?

What sections are optional to include in a Account Management Review?

What schedules should be included in a Account Management Review?

Authors

Alex Denne

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