Customer Knowledge Assessment (CKA)

Customer Knowledge Assessment (CKA) for customers

The Monetary Authority of Singapore (MAS) requires all financial institutions to assess customers on their relevant knowledge or experience in investing before allowing them to purchase Specified Investment Products (SIPs) independently.

To safeguard the interest of customers, especially for those who may not have the relevant knowledge or experience in purchasing or trading SIPs, but wish to, the Customer Knowledge Assessment (CKA) has been implemented. This assessment is effective from 1 January 2012, and may be conducted by our Aviva Advisors , or your preferred financial adviser.

For more information on the CKA, you may wish to speak to our Aviva Advisors, or your preferred financial adviser, or our FAQ on the CKA.