Do I have to go through the Customer Knowledge Assessment (CKA) to trade CFDs?

As a regulatory requirement, all retail investors are required to complete the Customer Knowledge Assessment (CKA) to trade CFDs.

You may declare your CKA status through the following methods:

1. After your CFD account is opened, declare online by logging into POEMS 2.0 > Acct Mgmt > Stocks > CAR & CKA Form

For more information, please refer to https://www.phillipcfd.com/open-account/

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