 |
 |
|
| |
|
|
| |
Managed Portfolio Account for Corporate (MPA-C)
|
|
| |
|
|
| |
Account Opening Wizard - Choose method of Opening
an Account with Us.
|
|
| |
|
|
| |
Instruction:
|
|
| To download forms to fill manually,
click Download Forms |
|
|
|
| Want SJAM to contact you, click
Contact Me |
|
 |
|
Note:
It is highly recommended that you read the
Terms and Conditions
before proceeding to the next step of Account Opening using the
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.
Summary of Investment Product
|
| |
| |
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) |
|
|
| |
|
|
| |
|
|
