Poni Insurtech, the international brand of Huize Holding, has announced that Poni Financial Advisory has expanded its authorised financial advisory activities in Singapore to include advising on collective investment schemes, following approval from the Monetary Authority of Singapore (MAS) at the end of July 2026.
The firm is also listed as an Exempt Insurance Broker and is authorised to arrange life policies other than for reinsurance.
The expanded scope enables Poni Financial Advisory to support eligible clients through a more integrated advisory relationship, considering investment objectives alongside insurance, protection and longer-term wealth-planning needs.
It also broadens Poni’s ability to work with clients whose financial priorities may span wealth accumulation, family protection, retirement and intergenerational planning.
“Clients rarely think of their financial lives in separate product categories. Protection, investing and legacy planning are interconnected, especially for families whose assets and beneficiaries span multiple markets,” said Poni Insurtech Singapore Managing Director Cassandra Wee.
“Adding collective investment schemes to our advisory scope allows us to take a more complete view of each client’s objectives and build advice around the whole financial picture, while preserving the human judgement and accountability that complex decisions require.”
The service expansion forms part of Poni's development from insurance-focussed advisory towards a broader, technology-enabled financial advisory model.
Poni Financial Advisory will roll out the expanded service progressively. The availability and suitability of specific collective investment schemes will depend on each client’s circumstances, eligibility and the applicable regulatory requirements.