Frequently Asked Questions

SIPs – CAR / CKA

 How do I submit the CAR and CKA Assessment?


You may complete the CAR and CKA Assessment through one of the following ways:

1) Log in to your online trading account via POEMS 2.0 platform. Complete and submit the CAR and CKA Form by going to Acct Mgmt > Stocks > Online Forms > Trade Accessment & Acknowledgement > CAR & CKA Form > Submit.

2) Approach any Phillip Investor Centre or contact your Trading Representative to complete the physical CAR & CKA Form or email the scanned copy to your Trading Representative.



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