Unit Trust
Customer Knowledge Assessment (CKA)
To safeguard our customers' interests, from 1 January 2012 onwards, DBS Bank is required to conduct a Customer Knowledge Assessment (CKA) to assess whether you have the relevant knowledge or experience to understand the risk and features of Unlisted Specified Investment Products prior to any purchases made online or at the Bank's branch. Please fill in the Assessment to the best of your knowledge, before proceeding to purchase your Unit Trusts.
Purchase Unit Trust
This service allows you to diversify your portfolio with a wide range of Unit Trusts offered through the Bank. You can use this service to buy Unit Trusts on DBS Internet Banking. You can also Top-up your existing unit trusts using this service.
Features
- The minimum investment amount varies from fund to fund. Generally, the minimum initial investment amount for most unit trusts is S$1,000. For subsequent investments, the amount is lower, usually between $200 and $500. Please refer to the respective fund prospectus for more details.
- You can pay for your Unit Trust purchase by debiting the funds from your existing Personal or Joint-alternate Savings, Savings Plus, Current or AutoSave accounts.
- You may choose to increase your holdings by making a subsequent unit trust investment. You can increase your holdings for both existing personal and joint account funds.
Purchase Unit Trust - CPF
This service allows you to diversify your portfolio with a wide range of Unit Trusts offered through the Bank using your CPF Savings. You can use this service to make a new purchase of Unit Trust holdings in your own name on DBS Internet Banking.
Features
- The minimum investment amount varies from fund to fund. Generally, the minimum initial investment amount for most unit trusts is S$1,000. For subsequent investments, the amount is lower, usually between $200 and $500. Please refer to the respective fund prospectus for more details.