Customer Knowledge Assessment (CKA)

To safeguard investors, the Monetary Authority of Singapore (MAS) requires investors to meet the CKA requirements before they can start investing in unlisted investment products, including funds.

Important information

  • Treasures customers (non-accredited investors) will need to pass the Customer Knowledge Assessment first before they can proceed to purchase funds online.

How to complete my Customer Knowledge Assessment (CKA)

There are various channels which you may complete my Customer Knowledge Assessment (CKA) with us. The most convenient method would be via digibank mobile.

digibank mobile
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Step 1
Log in to digibank mobile with your Touch / Face ID or digibank User ID & PIN.
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Step 2
Under Invest, scroll down and select Your Investment Profile & Equity Trading Eligibility.
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Step 3
Under Customer Knowledge Assessment, tap Update.
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Step 4
Tap Start Assessment and answer the questions to the best of your knowledge.
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Step 1
Log in to digibank online with your User ID & PIN.
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Step 2
Complete the Authentication Process.
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Step 3
Select Invest from the top menu.
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Step 4
Under Wealth Portfolio, click the Invest button in the Funds section.
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Step 5
Tap Next and answer the questions to the best of your knowledge.
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More information

  • If you have passed CKA, you will be able to execute your online purchases of unlisted Investment Products, such as Funds.
  • If you have failed CKA, you will not be able to execute your online purchases of unlisted Investment Products. Please seek advice from your Relationship Manager concerning these products.
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