SJAM Open Account - FMAP

Fund Management Account (Discretionary) for Personal (FMA-P)

Step 2: Confirm Investment Product Selected

Account Opening Wizard - Summary of Investment Product Selected

You have selected an Investment Product summarised below:

Investment Service

Fund Management Account (Discretionary)

Account Type

Personal

Fee Structure*

Flat Management Fee or Performance Based Fee

(*You can discuss the Fee Structure in further details during the meeting with our financial consultant)

Documents Required

(A)

Photocopy of Passport or ID Card

Account Opening Forms

(A)

Discretionary Investment Management Account Agreement – Form F2

(B)

Schedule 1 (Single/Joint) – Form F4

(C)

Schedule 2 (Single) - Form F6
OR Schedule 2 (Joint) - Sample

(D)

Schedule 3 (Flat Management Fees) – Form F14
OR Schedule 3 (Performance Based Fees) – Form F14

(E)

Schedule 4 (Transaction Fee Schedule) – Form F15

(F)

Schedule 5 (Telephone, Facsimile and Telex Instruction) – Form F16

(G)

Schedule 6 (Panel of Custodians) – Form F17 (To be advised by SJAM)

(H)

Schedule 7 (Investment Mandate) – Form F18 (To be advised by SJAM)

Note:

It is highly recommended that you read the Terms and Conditions before proceeding to the next step of Account Opening Wizard. Please be reminded that you are required to agree to the Terms and Conditions by signing on the respective forms when opening an account with us.

Instruction:

To confirm your selection of this investment product, click Confirm.

To cancel and select another investment product, click Cancel.

To print a copy of this summary, click Print.