Customer Knowledge Assessment (CKA)

To safeguard investors, the Monetary Authority of Singapore (MAS) requires investors to meet the CKA requirements before they can start investing in unlisted investment products, including funds.

Banking Part of: Guides > Guide to iWealth

Treasures customers (non-accredited investors) will need to pass the Customer Knowledge Assessment first before they can proceed to purchase funds online.

DBS iWealth
  • Log in to DBS iWealth with your User ID and PIN.
  • Select Invest from the top menu.
  • Under Invest, Wealth Management Account, click the Invest button in the Funds section.
    Alternatively, click Update beside your Risk Profile.

DBS iWealth Mobile App
Customer Knowledge Assessment
Steps to submit your customer knowledge assessment.
Click on the numbers to view screens.
1
2
3
Log in to DBS iWealth App with your Touch / Face ID or digibank User ID & PIN.
Go to the Invest tab, scroll down and select Update in the Customer Knowledge Assessment tile.
Tap Start Assessment and answer the questions to the best of your knowledge.
Login Screen
Update CKA
Start CKA Assessment




Customer Knowledge Assessment
Steps to submit your customer knowledge assessment.
Click on the numbers to view screens.
1
2
3
Log in to DBS iWealth App with your Touch / Face ID or digibank User ID & PIN.
Go to the Invest tab, scroll down and select Update in the Customer Knowledge Assessment tile.
Tap Start Assessment and answer the questions to the best of your knowledge.

More Information

  • If you have passed CKA, you will be able to execute your online purchases of unlisted Investment Products, such as Funds.
  • If you have failed CKA, you will not be able to execute your online purchases of unlisted Investment Products. Please seek
    advice from your Relationship Manager concerning these products.

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