Guide to Attaining Accredited Investor Status and Joining FSM+

It is now even more convenient to declare as an Accredited Investor (AI) and join FSM+! Simply click on the following link to submit the online declaration form together with your supporting documents, and enjoy a wider range of product and service offerings, including new HKEX IPO issues, SGX private placement issues and access to Bond Express.

Login to declare Individual Accredited Investor Declaration Status

Part 1: Main Account Information

Fill in your Fundsupermart account and personal details.

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If you have beneficiary accounts that are linked to your main account, the Accredited Investor status will be conferred upon your beneficiary accounts as well, allowing them to enjoy all privileges of FSM+. You do not need to apply separately for the beneficiary accounts.

Part 2: Declaration Selection

Accredited Investor status is assessed based on (A)Personal Income, (B)Net Personal Assets or (C)Net Financial Assets. Please check the appropriate box to indicate which assessment you prefer.

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If you select (A)Personal Income, please proceed to Part 4: Accredited Investor Declaration.

If you select (B)Net Personal Assets or (C)Net Financial Assets, please proceed to Part 3: Accredited Investor Declaration.

Important

If you select (A)Personal Income, please attach a proof of income as a supporting document. Acceptable examples include your most recent income tax notice assessment, IR8A form, and employment contract stating annual income.

Part 3: Assets and Liabilities Declaration

To assess your net personal assets, please fill up this table as accurately as possible. Do note that you do not have to have an entry for each item in the table.

For each entry, it is imperative that you provide us with relevant, updated supporting documents. Examples of acceptable supporting documents are provided in the table.

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Part 4: Accredited Investor Declaration

Read through the declaration and initial in the signature box if you are agreeable to the terms.

fsm fsm-plus gide to declare part-4

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