Frequently Asked Questions

SIPs – CAR / CKA

 Who will be exempted from CAR/CKA?


The following segments are exempted from the new MAS requirements and do not have to undergo the Customer Account Review (CAR) & Customer Knowledge Assessment (CKA).

1. Accredited Investors as defined in Securities and Futures Act (Cap.289) section 4A
2. Expert Investors as defined in Securities and Futures Act (Cap.289) section 4A
3. Institutional Investors as defined in Securities and Futures Act (Cap.289) section 4A
4. Corporations, unincorporated entities, partnerships, or trust**

**If you fall into one or more of these categories, please furnish the relevant supporting documents and contact your representative.

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