By taking and passing the assessment on the e-learning portal, a customer who was originally assessed by a financial intermediary to not possess the required qualification, knowledge or experience to invest in SIPs under the CKA framework, may be considered by a financial intermediary to have obtained the required knowledge to invest in SIPs.

Currently, five modules of the SIPs are offered as follows:

• Contracts for Difference (CFDs);
• Foreign Exchange Margin Trading;
• Structured Deposits and Dual Currency Investments;
• Structured Products;
• Unit Trusts and Investment-linked Insurance Products.

You can register by clicking on "New User" on the login page and completing the registration form.

1. Upon successful registration, a welcome email containing your activation link and One-Time Password (OTP) will be sent to your registered email address.
2. Click on the activation link in the welcome email and enter the OTP provided.
3. You will then be prompted to create a new password.
4. Once your password has been successfully created, return to the login page and log in using your registered email address and new password.

Note:

• If you do not receive the welcome email, please check your junk or spam folder.
• If you accidentally close the activation page, you may access it again using the activation link provided in the welcome email.

If you are not living or working in Singapore, you may register using your passport number.

The OTP will be sent to your registered email address upon successful registration. If you do not receive the email, please check your junk or spam folder.

If you have closed the activation page or your OTP has expired, you may request a new OTP by clicking "Get New OTP" on the login page.

You do not have to pay to use this e-learning portal.

The assessment will be conducted at the end when you have completed each module.

If you fail, you can retake the assessment. There is no restriction on the number of attempts.However a record is kept of the number of attempts you make.

You do not need to. As this e-learning portal is designed to be modular, you may choose to take and pass the assessment of the specific SIP module that you are interested to invest in.

To pass each module, you are required to answer 13 out of 15 questions correctly.

If you pass the assessment, you will receive a Certificate at the end of the assessment. The system will issue the Certificate which will be sent to your registered email address.

The certificate is to prove that you have understood the features, risks and suitability of the unlisted SIPs covered in each module. However, the e-learning portal is not intended to substitute or replace the CKA requirement. Even though you may have taken and passed the e-learning assessment, financial intermediaries will still be required to conduct the CKA on you to assess whether you have the necessary qualification, knowledge or experience to invest in unlisted SIPs.

The Certificate is valid for one year from the date of completion. Upon expiry of the validity period, you are required to take and pass the assessment of the specific SIP if you are interested to invest in it again.

You should present the certificate to your financial intermediary as proof that you have passed the assessment.

Your financial intermediary is able to access the portal to verify that you have passed a SIP module, this will require you to provide your financial intermediary with personal information.