Customer assessment knowledge

[Pocoyoz]

I've an account with fund supermarket for 10 year. because I didn't have at least three transaction in past three years, I can't sell or buy without their review.
So a way to circumvent rhis rule is to falsely declare that moi have the revelant qualification?
Why having equity experience still need their advice on unit trusts?

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[Bedokian]

I've an account with fund supermarket for 10 year. because I didn't have at least three transaction in past three years, I can't sell or buy without their review.
So a way to circumvent rhis rule is to falsely declare that moi have the revelant qualification?
Why having equity experience still need their advice on unit trusts?

Sent from Pocoyo fan club using GAGT

I presume the CKA will include your other investments, not just fsm's?

 

[Pocoyoz]

I presume the CKA will include your other investments, not just fsm's?

Have at least 6 transactions in unit trusts or investment linked products in the last 3 years;

Only these investment.

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[Bedokian]

Have at least 6 transactions in unit trusts or investment linked products in the last 3 years;

Only these investment.

Sent from Pocoyo fan club using GAGT

That is tricky. I checked through their FAQs, seems there is no way out even with equity trading experience.