Specified Investment Products (SIPs) are complex financial products that have sầu structures, features và risks that are more difficult to understand.To safeguard the interests of retail investors, MAS implemented measures khổng lồ ensure that investors understand the complexities và risks involved in trading SIPs. You must fulfil any one of these criteria:
Educational qualificationsInvestment experienceWork experience
Diploma or higher qualificationsin Accountancy, Actuarial Science, Business / Business Administration / Business Management / Business Studies, Capital Markets, Commerce, Economics, Finance, Financial Engineering, Financial Planning, Computational Finance or Insurance.Professional finance-related qualificationAt least 6 transactions in listed / unlisted SIPs in the past 3 yearsAt least 3 consecutive sầu years of working experience in the past 10 years in the development of, structuring of, management of, sale of, trading of, retìm kiếm on và analysis of investment products or the provision of training in investment productsExperience in Accountancy, Actuarial Science, Treasury or Financial Risk ManagementProvision of legal advice or possession of legal expertise in abovementioned areas

SIPhường typeExampleDeclarationsIf you vì not satisfy any one of the above criteria, you will need to undergo an evaluation. For different kinds of SIPs, there are different evaluations:On SGX securities marketCertain Exchange-traded funds (ETFs) & notes (ETNs)Futures (extended settlement contracts)Structured warrantsCertificatesCallable bull / bear contracts (not available on SGX yet)Customer Account Review (CAR) declarationYou can also login khổng lồ thangvi.com lớn declare CAR online. This can be found under the “SIP” tab.CAR declarations must be renewed every 3 years.SGX Online Education on SIPsOn SGX derivatives marketFuturesOptionsCustomer Account Đánh Giá (CAR) declaration (For Futures/Options)CAR declarations must be renewed every 3 years.SGX Online Education on SIPsUnlisted SIPsLeveraged Foreign ExchangeCustomer Knowledge Assessment (CKA)CKA declarations must be renewed annually.ABS-SAS E-Learning thangvi.com for InvestorsForeign marketsAll overseas-listed investment products are classified as SIPs except the following which are classified as EIPs:Ordinary Shares (excluding Preference Shares)Company WarrantsDepository receiptsREITsBonds (plain vanilla)Business trustslisted on the following exchanges:NYSEAMEXNASDAQHKEXSETIDXPHSoSZSESSELSETSEASX