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.

Part of: Guides > Your Guide to DBS digibank (Wealth)

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

DBS digibank

Log in to DBS digibank with your User ID and PIN and complete the Authentication Process.
Select Invest from the top menu.
Under Invest, Wealth Management Account, click the Invest button in the Funds section.
Alternatively, click Update beside your Risk Profile.

DBS digibank Mobile App

Customer Knowledge Assessment

Steps to submit your customer knowledge assessment.

Click on the numbers to view screens.

Go to the Invest tab, scroll down and select Update in the Customer Knowledge Assessment tile.

Tap Start Assessment and answer the questions to the best of your knowledge.

Customer Knowledge Assessment

Steps to submit your customer knowledge assessment.

Click on the numbers to view screens.

Go to the Invest tab, scroll down and select Update in the Customer Knowledge Assessment tile.

Tap Start Assessment and answer the questions to the best of your knowledge.

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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