SGFinDex allows you to securely connect all your financial information and have a consolidated view of your financials at one glance, so that you have greater clarity on your finances and be able to plan more confidently for your future and your family as well as your retirement.

• AIA, Great Eastern, HSBC Life, Income, Manulife, Prudential, Singlife
• Citibank, DBS/POSB, HSBC, Maybank, Standard Chartered Bank, OCBC and UOB
• SGX
• CPF, HDB and IRAS

You will require a valid Singpass account and login to My AIA SG app.

Singpass is required for the use of SGFinDex. Eligible users without a Singpass account may register for Singpass at https://www.singpass.gov.sg

Please refer here: Get started and connected to all your financial information with My AIA SG App

Your consent period lasts for 365 days (inclusive of the first day) after the first consent was made.

For example, if you had made a consent for AIA to release data to SGFinDex on 1 January 2023, and subsequently made another consent for another financial institution to release data to SGFinDex on 1 February 2023, all of your consent will expire on 31 December 2023.

Should you wish to retrieve your financial data on 1 January 2024, you will be unable to retrieve your data and you will need to grant your consent again.

Yes, you may withdraw consent to share information by following the steps below. After which, the withdrawal will be effected immediately.

• Click on “SGFinDex Data”
• Click on “Manage Financial Institutions”
• Authentication yourself using Singpass
• Click on “Disconnect”

Your financial information will only be shared after you provide your consent for AIA Singapore to release your information to SGFinDex and for the participating financial institutions to retrieve the information via SGFinDex.

• Product type
• Policy details
• Coverage details including sum assured, hospitalisation limit coverage start and end date and benefits
• Premium details including total premium term and total premium paid and premium due date
• Investment payout amount and payout frequency
• Fund cash value and guaranteed value at maturity

SGFinDex is restricted to releasing your selected MyInfo, insurance and banking data only.
As of now, MyInfo data consist of:

• CPF Accounts (OA/MA/SA/RA) – For Singaporeans and PRs only
• Income (Notice of Assessment) – For individuals with income assessment only
• HDB (Outstanding Loan/Loan Instalment Amount) – For individuals with HDB loans only

Bank data will consist of:

• Current and savings accounts
• Fixed deposits
• Credit cards
• Loans
• Unit trusts
• Supplementary Retirement Scheme holdings (SRS)
• CPF Investment Scheme holdings (CPFIS) - CPF Accounts (OA/MA/SA/RA) – For Singaporeans and PRs only

SGX data will consist of:

• Equities
• Unit trusts
• Bonds
• Structured products
• Any other direct holdings with CDP (excluding SRS and CPFIS)

There are stringent security measures in place to safeguard your personal data that passes through SGFinDex. Your data is encrypted when it is retrieved through SGFinDex and only the financial planning application/website(s) that you have authorised to receive your data is able to decrypt the data. The authentication and authorisation process is underpinned by Singpass.