SJAM Open Account - ISAP

Investment Services Account for Personal (ISA-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

Investment Services Account

Account Type

Personal

Fee Structure

Flat Management Fee

Documents Required

(A)

Photocopy of Passport or ID Card

Account Opening Forms

(A)

Investment Services Account Agreement – Form F1

(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

(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.