Frequently Asked Questions
Accredited Investor
How do I opt-in to be an accredited investor?
Please complete the Accredited Investors Declaration here. Alternatively, you may email us a softcopy form together with the supporting documents:
Accredited Investor Application:
Supporting documents for
Net Financial Assets:
- Latest bank account statement
- Latest statement of investment holdings from CDP or brokerage firm(s) or insurers, including holdings with Phillip Securities
Net Personal Assets:
- A copy of the title deed of primary residence. (Singapore or overseas)
- Latest bank account statement or CPF statement
Except for the title deed, each statement must show the bank/CDP/broker logo, account holder name(s) and to be dated no earlier than 3 months before the date of submitting the form.
Supporting documents for Income (Supporting documents required (each to be dated no earlier than 3 months before the date of submitting the form):
- A copy of your pay slip;
- A copy of your employment contract stating your position and income; or
- A copy of your latest Income Tax Assessment
(Please note that the value indicated in any joint statements would be divided by TWO)
Other faq that might help you
- Do I need to qualify as an accredited investor to purchase wholesale bonds, restricted unit trust, universal life policies, and participate in legacy planning?
- What are the wholesale bonds that I can access?
- What restricted unit trust funds do you offer?
- What universal life policies and legacy planning do you offer?
- Are financial assets held with other financial institutions (FIs) in Singapore taken into consideration when computing total asset value?
- What do “Related liabilities” in the financial assets of the definition of AI refer to?
- What does “Primary residence” referred to?
- I have a joint account. I am qualified to declare as an AI but the other account holder is not qualified. How can my joint account be eligible to trade AI products?
- An AI includes “a corporation the entire share capital of which is owned by one or more persons, all of whom are accredited investors”. Does the requirement for the entire share capital of the corporation to be owned by AIs apply to the immediate owners of the client, or does it apply to the ultimate owners of the client?
- Can an existing AI withdraw consent and choose not to be treated as AI?
- I am an Accredited Investor with the bank/another broker, do I need to opt-in as an AI with PSPL?
- How do I qualify as an Accredited Investor using Net Personal Assets?
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