I opened the unit trust account and it did not ask me to complete the CKA form. When I click on the Unit Trust I can see my Investment account number. How can I check if I need to complete the CKA form?
Standchart eSaver
- Thread starter mdax23
- Start date
SC did not ask to complete the CKA when I opened the unit trust account on Friday. How can I check if I need to complete the CKA form?
Just click to buy the UT you want, it should trigger the process, cos the UT risk level must match or below your risk level in you cka results. if the ut risk level is higher, you redo your cka until it allow you to buy, if you insist in buying the higher risk ut.
I want to buy a unit trust to satisfy the wealth holding criteria. Some recommended the below unit trust:
SC Invest Cash plus
SC Invest Income
However I'm not able to find them in the SC Invest website. Is there a fund code to search for?
Under the SIGNATURE CIO Conservative it suggested the SIGNATURE CIO CONSERVATIVE FUND AS SGD-H ACC which I think is different from the above 2 unit trusts.
SC Invest Cash plus
SC Invest Income
However I'm not able to find them in the SC Invest website. Is there a fund code to search for?
Under the SIGNATURE CIO Conservative it suggested the SIGNATURE CIO CONSERVATIVE FUND AS SGD-H ACC which I think is different from the above 2 unit trusts.
https://www.sc.com/sg/wealth/investment/sc-invest/
scroll all the way to the bottom, read on website, ( i am desktop user)
use app to buy, can see more on the details of the funds there.
Garlic & Butter
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Had the email invites been sent out?
So far can only see the #nov25a and #nov25b T&Cs in their website only
hwarzoner
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mine is aug to oct 31.
new one
1. This e$aver Exclusive Bonus Interest (November 2025) Promotion (“Promotion“) is available starting from 1 November 2025 to 31 January 2026 (both dates inclusive) (“Promotion Period“)
Prevailing and Bonus Interest Rates
3. Under this Promotion, you will be eligible to receive prevailing interest (“Prevailing Interest”) on your entire deposit balance (“Deposit Balance”) in the Qualifying Account(s), at the prevailing interest rate of 0.05% p.a.
4. In addition to Prevailing Interest, if you meet the eligibility criteria in Clause 2 above, you will also earn bonus interest (“Bonus Interest“) of 1.30% p.a. (“Bonus Interest Rate”) on the first S$5,000,000 of the average daily balance (“ADB”) in your Qualifying Account(s), during the Promotion Period, subject to the following:
new one
1. This e$aver Exclusive Bonus Interest (November 2025) Promotion (“Promotion“) is available starting from 1 November 2025 to 31 January 2026 (both dates inclusive) (“Promotion Period“)
Prevailing and Bonus Interest Rates
3. Under this Promotion, you will be eligible to receive prevailing interest (“Prevailing Interest”) on your entire deposit balance (“Deposit Balance”) in the Qualifying Account(s), at the prevailing interest rate of 0.05% p.a.
4. In addition to Prevailing Interest, if you meet the eligibility criteria in Clause 2 above, you will also earn bonus interest (“Bonus Interest“) of 1.30% p.a. (“Bonus Interest Rate”) on the first S$5,000,000 of the average daily balance (“ADB”) in your Qualifying Account(s), during the Promotion Period, subject to the following:
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I also received this exclusive 1.35% which is now a joke since public rate for nov 1.95 with wealthholding. How to get out of this exclusive? Fund less than 100k? My sep bal was quite low. Will sc see 30 nov vs 31 oct increase less than 100k then pay public rate on incremental balance instead?
iduncheckmail
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Save this quote.
When dec25, Jan26 . U come back see your statement. See whether 1.35% is joke anot.
hwarzoner
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i not sure will they match the public rate of 1.95% instead of 1.35%....
they revised it down after fed rate cut! BI 1.3% or 1.7%, you got the lower one!
So public rate in Dec likely to drop?
Interesting. Previously, many were asking how to get this exclusive invitation. Nowadays, it becomes how to get out of it.
jasonsouza77
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Did you encounter issues due to this regulation https://www.channelnewsasia.com/sin...ct-transfers-anti-scam-measure-oct-15-5383281
jasonsouza77
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https://www.channelnewsasia.com/sin...ct-transfers-anti-scam-measure-oct-15-5383281
lets say i have 200k in esaver does this mean i have to trans out this way to avoid hold/reject
nov1 trans 99,999
nov2 trans 50,000
nov3 trans 25,000
nov4 trans 25,001
lets say i have 200k in esaver does this mean i have to trans out this way to avoid hold/reject
nov1 trans 99,999
nov2 trans 50,000
nov3 trans 25,000
nov4 trans 25,001
EveMuffins
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but this way will cause the ADB for Nov to be high when u want to participate in Dec promo.
bumdssa
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I didn't...
DevilPlate
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No guarantee it will work.
No one can guarantee anything actually.
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