Risk Questionnaire

Instruction for
New Investor

The Securities and Exchange Commission (SEC) has issued regulations regarding investment advisory and services rendered to unit trust investors (Notification of the Capital Market Supervisory Board of the SEC, Tor Tor / Nor / Khor 47/2553) essentially requiring that an investment company must provide investment advice that is suitable to the investment objectives and requirements of the customer and consider funds of the appropriate risk level. As of 1 July 2011, the investment management company will be required to ask investors to complete the "investor risk suitability assessment questionnaire" before the customer makes an investment. This is done for the benefit of the customer by providing a better match with the fund.

Methods to Complete
the "Investor Risk
Suitability Assessment Questionnaire"

Method 1 Any Siam Commercial Bank Branch

Please attach "Investor Risk Suitability Assessment Questionaire" and also a copy of your ID card and submit to any Siam Commercial Bank branch.

Download "Investor Risk Suitability Assessment Questionaire"
Method 2 SCB EASY FUND (www.scbeasy.com)
Login to your account at www.scbeasy.com using the User Name and Password for your account

 

Instruction for
Existing Investor

For the existing investors who would like to update the current risk suitability assessment, please proceed one of the following methods.




 

Methods to Update
the "Investor Risk
Suitability Assessment Questionnaire"

Method 1 Any Siam Commercial Bank branch

Please attach "Investor Risk Suitability Assessment Questionnaire" and also a copy of your ID card and submit to any Siam Commercial Bank branch.

Download "Investor Risk Suitability Assessment Questionaire"
Method 2 SCB EASY FUND (www.scbeasy.com)
Login to your account at www.scbeasy.com using the User Name and Password of your account, and complete “investor risk suitability questionnaire” under “Easy Fund”.

 

SCBAM

Suggested Fund

SCBAPLUS

SCB Asia Pacific Income Plus Fund (Not for Retail Investors) (Auto Redemption)

SCBGINR

SCB Global Income Fund (Auto Redemption)

SCBMPLUSA

SCB MULTI INCOME PLUS FUND
(Accumulation)

SCBPLUS

SCB INCOME PLUS FUND

SCBAEM

SCB ASIAN EMERGING MARKETS
OPEN END FUND

SCBEUSM

SCB EUROPEAN SMALL CAP EQUITY FUND

SCBLEQ

SCB LOW VOLATILITY EQUITY FUND

SCBDIGI

SCB GLOBAL DIGITAL FUND