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” > “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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