The Monetary Authority of Singapore (MAS) mandates that financial institutions assess the investment knowledge and experience of retail investors who wish to trade in Unlisted Specified Investment Products (SIPs). SIPs, including certain unit trusts, are typically considered more complex than other investment products. This requirement, known as the CKA (Customer Knowledge Assessment), is designed by MAS to safeguard your interests. It is strongly recommended that you complete your CKA requirement.

CKA questions will be asked when you select a managed portfolio that has CKA requirements.