Anonymous

13 Feb 2021

∙

General Investing

How do I invest in US stocks and ETF if I do not pass CKA yet I do not want to go through a 3rd party to do so?

I recently set up a brokerage account with FSM. I did my CKA/CAR assessment so that I would be able to start investing in US stocks or ETF. However, I was not able to pass my CKA since I do not have full education or experience in finance or biz. I am wondering how do people with similar background manage to 'pass' their CKA? Is it because they made false declaration?

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Michelle Tan Wei Shan

13 Feb 2021

Hi!

Even if you do not pass CAR/CKA assessment, believe there's an option for you to request the advisory to review in order for you to transact listed SIPs. Mine got through quite quickly. Hope it helps!

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PolicyWoke

13 Feb 2021

Turbo-charge Your Savings with REPs at PolicyWoke

Hi Anonymous,

It is possible for you to invest in US stocks and ETF if you open an advisor-assisted brokerage account with iFast Global Markets (iFast GM). In the advisor-assisted brokerage account setup, you will be assisted by an investment advisor who is licensed to advise you on which US stocks and ETF to invest in.

If you would like to speak with an investment advisor of iFast GM for enquiries, do contact us via our website or Facebook page, and we will link you up with him.

Disclaimer: PolicyWoke is a 2nd-hand endowment policies broker

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