SJAM Open Account - MPAC

Managed Portfolio Account for Corporate (MPA-C)

Step 2: Confirm Investment Product Selected

Account Opening Wizard - Summary of Investment Product Selected

You have selected an Investment Product summarised below:

Investment Service

Managed Portfolio Account

Account Type

Corporate

Fee Structure

Wrap Fee

Documents Required

(A)

Memorandum and Articles of Association*

(B)

Certificate of Incorporation/ Business Registration Certificate*

(C)

Resolution of Board of Directors*

(D)

Copy of latest Annual Reports and/or Financial Statement

(E)

List of Authorised Persons

(F)

Particulars of Board of Directors (As lodged with Registrar of Companies)

(G)

Copy of passport/identity documents (Certified True Copy by lawyer) and proof of residential address of two (2) directors

*Certified true copy

Account Opening Forms

(A)

Discretionary Managed Portfolio Account Agreement – Form F3

(B)

Schedule 1 (Corporate) – Form F5

(C)

Schedule 2 (Corporate) – Form F13

(D)

Schedule 3 (Management Fee-Wrap Account) – 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.