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New Investor Review Note This suitability assessment form is to be completed by Principal Holder Date UTC Name UTC Code Part 1 Know Your Investor Process Mandatory field Principal Holder Name NRIC/Passport Age Marital Status Single Gender Male Highest Education Degree above Occupation Employed Married. Others. Warning The recommendation is made based on information obtained from the suitability assessment. Investors are advised to excercise judgement in making an informed investment decision...

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What is investor suitability assessment form?

The investor suitability assessment form is a document used to evaluate an investor's financial situation, investment knowledge, risk tolerance, and investment goals.

Who is required to file investor suitability assessment form?

Investors, financial advisors, and brokerage firms are required to file the investor suitability assessment form.

How to fill out investor suitability assessment form?

The investor must provide accurate information about their financial status, investment objectives, risk tolerance, and other relevant details on the form.

What is the purpose of investor suitability assessment form?

The purpose of the investor suitability assessment form is to ensure that investments recommended to the investor are suitable based on their financial situation and investment goals.

What information must be reported on investor suitability assessment form?

The investor must report their income, assets, liabilities, investment experience, risk tolerance, and investment objectives on the form.

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