Alpha Consultant Track Record:

• Business and Insurance Consultancy
• Notable projects include:
  • Provided Independent Review of Enterprise Risk Management Framework and Own Risk & Solvency Assessment (ORSA) with a licensed digital insurance company in Hong Kong
  • Provided consulting services on the research on personal and commercial cyber insurance for the Indonesia market with a cyber insurance specialist backed by Lloyd’s
  • Provided outsourced compliance, including setting up of AML framework and CDD process, conducting the periodic review, establishing post-sales audit process, carrying out transaction monitoring and compliance training with 2 Independent Financial Advisory (IFA) Companies in Singapore
  • Advised a new digital insurance broker on their license application in Singapore and liaising with the regulator on sandbox fast track application and technology compliance matters
  • Performed internal audit, control & assurance review for a fund management company in Singapore
  • Consulted on business transformation and overseas expansion for an insurance broker in Singapore
  • Conducted financial due diligence to a local general insurance company as part of the merger & acquisition project in Indonesia
  • Advised on the license application of 2 IFAs in Singapore, including advising on communications and interactions with the regulator
  • Conducted risk & control review and setting up of ERM framework for a large charitable organization in Singapore
  • Provided strategic advisory on business acquisitions in various industries, including insurance, consumer retail, and fund management
  • Provided services on Balanced Scorecard and business planning with an IFA company in Singapore
  • Conducted risk management review with a Micro-Financing Institution & local bank, Cambodia

• Lecturer and Professional Training services:
  • Lecturer on Operationalise Risk Management for Decision Making with Singapore Management University (SMU)
  • Lecturer on 4-days ERM Workshop and 4-days ORSA Planning for Insurance Workshop with US Risk Management Society (RIMS)
  • Lecturer on Refresher Mathematics and Refresher Statistics with Essec Business School
  • Lecturer for the Advanced Diploma ADG106 in Risk management 5-days lecture under Insurance Management Associate Program (iMAP) with Singapore College of Insurance (SCI)
  • Lecturer for ASEAN School for Young Insurance Managers (AYIM) Programme with SCI
  • Lecturer on Motor Telematics and ERM Culture Workshop with Taiwan Insurance Institute
  • Lecturer on Balanced Scorecard Framework and application in insurance sector Workshop with Malaysia Insurance Institute
  • Provided training services on Family Office and Family Fund including Variable Capital Company (VCC) structure set up in Singapore
  • Provided training services on Common Reporting Standards (CRS) for Insurers to several large insurance agencies in Singapore
  • Conducted Actuarial Pricing and Reserving training to the insurance professionals in Myanmar
  • Conducted ERM and Cyber Risk Management training to the Vietnam insurance industry
  • Conducted ERM application training and risk culture workshop to Senior Management of a large takaful insurance group in Brunei
  • Conducted AML/CFT training for public accountants, fund managers, corporate service providers, and insurance professionals in Singapore
  • Conducted insurance rules and regulations training for Singapore Insurance Brokers Association and Financial Advisors
  • Conducted Risk-Based Capital (RBC) training for a Hong Kong-based international reinsurance company
  • Provided other training services with Singapore College of Insurance (SCI) on various topics:
    • Enterprise Risk Management (ERM) Series: ERM for Life Insurance; ERM for General Insurance; ORSA for Insurer’s workshop (2-days)
    • Risk-Based Capital (RBC) Series: Overview of RBC2 Framework in Singapore; RBC Fundamental (Life & Non-Life); RBC Advance (Life & Non-Life); Capital Management in Insurance sector
    • Insurtech series: Blockchain and Use in Insurance; Trend and Development of Motor Telematics; Internet of Things (IoT) and Use in Insurance
    • Personal Data series: PDPA and its impact on insurance
    • Cyber Series: Cyber Threats & Management; Cyber Hygiene & Data Loss Protection
    • Environmental, Social and Governance (ESG) Series: Environmental Risk Management for Life Insurance 2-days Workshop; Environmental Risk Management for General Insurance 2-days Workshop; ESG for Insurers 3-days Workshop