Date | Topic | Registration |
4 Nov 2024 (Mon) | Seminar: What’s Ahead for US Market – Navigating Uncertainties and Key Themes with Structured Certificate | |
6 Nov 2024 (Wed) | Financial Empowerment for Women: Mastering the Basics of Investing and ETFs |
Specified Investment Products (SIPs) are financial products with structures and features that may be more complex than others and require more knowledge to understand.
Since January 2012, as part of the Monetary Authority of Singapore’s initiatives to provide trading safeguards to retail investors, brokers have to assess if investors have the relevant knowledge and experience before they can invest using SIPs.
Examples of SIPs listed on SGX:
Learn more about the key features and risks of listed SIP. Take the SIP Online Learning module here.
You may approach your brokers to complete the Customer Account Review (CAR). To qualify, you will need to satisfy ONE of the following three criteria:
Your CAR status will not expire if you have traded in listed SIP regularly with a minimum of two trades in 3 years. Otherwise, your CAR status will expire and you will be required to complete a new CAR.
If you do not satisfy any of the 3 criteria of CAR but still wish to invest in listed SIPs, you can take the SGX SIP Online Education Module and inform your broker once its completed.
SGX’s online learning modules covers the key features and risks of listed SIPs. The module takes approximately 40mins to complete and you have to correctly answer 15 out of the 20 quiz question. Upon completion, you may then provide your broker with the quiz result.
Join us at our webinars below to learn more.
Date | Topic | Registration |
4 Nov 2024 (Mon) | Seminar: What’s Ahead for US Market – Navigating Uncertainties and Key Themes with Structured Certificate | |
6 Nov 2024 (Wed) | Financial Empowerment for Women: Mastering the Basics of Investing and ETFs |
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