Risk Questionnaire

Investor Risk Suitability Assessment Questionnaire

Pursuant to the rules for providing investment advice and services related to trading of investment units (The Notification of the Capital Market Supervisory Board No. TorThor/Nor/Khor. 47/2553) issued by the Office of the Securities and Exchange Commission (the SEC Office), the essential point of which requiring that an asset management company must provide investment advice that is suitable to the investment objectives and requirements of the investor by taking into consideration the appropriate risk level of the funds, as from 1 July 2011 onwards, the Company has to arrange for the investors to complete the "Investor Risk Suitability Assessment Questionnaire" before investing in the investment units. The purpose of this requirement is to ensure that the investors select to invest in the right funds that better match with their risk appetite.

 

All investors can complete the risk assessment questionnaire or review the investment suitability through the service channels below:

 

Individual Customers:

  • Those who open a fund account at Siam Commercial Bank or via SCB Easy App
    Review the investment suitability via SCB Easy App or directly contact any branch office of Siam Commercial Bank.า

  • Those who open a SCBAM Fund Click account or open a fund account via an Independent Investment Planner (IIP)

1.  SCBAM Fund Click Application 

 

2. SCBAM e-Service

 

3. LINE OA @SCBAM

 

4. Download Investment Suitability Assessment Questionnaire for Individual Customer.  Upon completing the questionnaire, you can submit the form to the selling agent at your service for further proceeding.

 

Juristic Person Customers

Download the Investment Suitability Assessment Questionnaire for Juristic Customers Upon completing the questionnaire, you can submit the form to the selling agent at your service for further proceeding.