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ACCOUNT TAG
Salutation
Name    Full Name as in Identity Card or Passport
Marital Status
     Home Tel
Area Code
Country of Birth
     Office Tel
Area Code
Nationality
     Mobile Tel
Area Code
Gender
{$id}
Passport Expiry Date
Date of Birth
US Taxpayer Identification No.
Country
City/State
Postal Code
Unit No
Country
Postal Code
Unit No
Postal Code
Address
Address
Address
Address
Address Line 2
Address Line 2
Address Line 3
Address Line 3
Validate NRIC
Please state reason why mailing address is different from residential address
Name    Full Name as in Identity Card or Passport
Contact No
Area Code
Relationship to Applicant
Date of Birth
Country of Birth
Country
City/State
Nationality
Postal Code
Unit No
{$pid}
Passport Expiry Date
Address
Validate NRIC
CalculateAge
Young Investor Tag
Country(ies)/Jurisdiction(s) of Tax Residence
<b>TIN is not available</b>
Name of Employer
Country
Country
City/State
Postal Code
Unit No
Address
Address
Address Line 2
Address Line 3
Net Worth  (excluding residences and retirement assets)
Please specify other source of wealth
Please specify other source of funds
Educational Qualifications
Please specify educational qualifications
Do you wish to open Depository Agent Sub-account for securities trading?
Please select one
CDP No
CDP No
CPF Investment Scheme ("CPFIS")
CPF Investment A/c No.
Supplementary Retirement Scheme ("SRS")
SRS A/c No.
Please select bank
Bank Account No.
Name of Referror
Referror NRIC No
Referror's Trading Account No
Do you have a preferred Trading Representative?
Trading Representative's Name
Trading Representative's Code
Do you wish to trade in Specified Investment Products, such as Unit Trust, ETNs and OTC products?
(You are not allowed to open CFD equities, CFD 10 and Leveraged products, if you select ‘No’.)
cka_productCount
A) Do you have a diploma or higher qualification in any of the following discipline?
Accountancy, Actuarial Science, Capital Markets, Commerce, Computational Finance, Economics, Finance / Financial Engineering, Financial Planning / Insurance, Business / Business Administration / Business Management / Business Studies
Please select discipline
Year of Graduation
B) Do you have any of the following professional finance-related qualifications?
Associate Financial Planner (AFP), Associate Wealth Planner (AWP), Certified Financial Planner (CFP), Certified Financial Technician (CFTe), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Financial Risk Manager (FRM), Chartered Alternative Investment Analyst (CAIA), Chartered Institute of Securities and Investment (CISI), Certified Public Accountant (CPA) / Association of Chartered Certified Accountants (ACCA)
Please select your qualifications
Year of Certification
Have you traded a total of at least 6 transactions in any of the following investment products in the preceding three years?
Name of Financial Institution
Most Recent Year of Transactions
Type of Product
Do you have a minimum of three continuous years of relevant* working experience in the preceding ten years in the following areas?
Management of investment products, Development / Structuring of investment products, Sale / Trading of investment products, Research / Analysis of investment products, Provision of training in investment products, Work experience in accountancy, Work experience in actuarial science, Work experience in treasury, Work experience in financial risk management activities, Provision of legal advice in any of the listed areas
Please select the work areas
Designation
Name of Company
To
Have you personally undergone and passed the SGX Learning Module? (https://onlineeducation.sgx.com/specifiedinvestmentproducts)
My score is
Score of previous attempt
Have you previously been refused by any financial institution to open account to trade in SIPs?
Have you personally undergone and passed the ABS-SAS e-Learning Module? (http://sips.abs.org.sg/)
Indicate email address used to enroll in ABS-SAS e-Learning Module:
How many attempts did you make before you passed the ABS-SAS e-Learning Module?
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