Get the free (CKA) Form - Phillip Securities Pte Ltd - internetfileserver phillip com
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Date: Specified Investment Products Customer Account Review (CAR) & Customer Knowledge Assessment (CIA) Form (This form is applicable to all individuals who are (1) Singaporean, (2) Singapore PR or
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What is cka form - phillip?
The CKA form, also known as the Client Knowledge Assessment form, is a documentation used by the financial institution Phillip to assess the client's knowledge, experience, and risk tolerance before providing financial services or products.
Who is required to file cka form - phillip?
Any individual or entity seeking financial services or products from Phillip is required to fill out and submit the CKA form.
How to fill out cka form - phillip?
To fill out the CKA form, you need to provide accurate and detailed information about your financial knowledge, investment experience, risk tolerance, and investment objectives. The form can be completed online or in-person at a Phillip branch.
What is the purpose of cka form - phillip?
The purpose of the CKA form is to assess the client's understanding of financial products, their investment goals, and risk tolerance. It helps Phillip determine the suitability of certain investments and recommend appropriate financial services.
What information must be reported on cka form - phillip?
The information required on the CKA form includes personal details, investment experience, financial knowledge, investment objectives, risk tolerance, and any other relevant financial information.
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