Trading 101

View our easy-to-follow user-guides on setting up your trading platform, accessing account management features and tips to trade more effectively.

Requirements to trade CFD/FX

You are required to meet the Client Knowledge Assessment (CKA) to verify that you have the relevant knowledge or experience to trade in unlisted SIP products like CFD and FX. Please refer to the table below to learn how you can meet the criteria.

Education Have diploma or higher qualifications in finance or business related disciplines	OR	Successfully complete ABS E-Learning Quiz (For FX & CFD)
Qualification Finance-related professional qualification	OR
Professional Experience 3 consecutive years of working experience in accountancy, actuarial science, treasury, or financial risk management activities	OR
Trading Experience At least 6 transactions in CFD/FX in the preceding 3 years	OR

Still unsure if you meet the criteria? Click here to learn more about CKA.

Requirements to trade Futures & Options

You are required to meet the Customer Account Review (CAR) to verify that you have the relevant knowledge or experience to trade in listed SIP products like Futures & Options. Please refer to the table below to learn how you can meet the criteria.

Education