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Personal Information
We need this to verify your identity.
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Male
Female
Bumi
Non-Bumi
Permanent Address (as per identification)
Correspondence Address
Bank Information
Bank details must be first party and match your name on record.
Must be a sole account in your name only
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Must clearly show account number, account name and address
Employment Details
Tell us about your employer or business.
Employer / Business Address
Source of Wealth
Help us understand your financial background.
Sophisticated Investor Classification
Pursuant to Paragraph 5.01 of the SC Guidelines on Categories of Sophisticated Investors
📋 View full SC Guidelines →Please select relevant categories that apply to you.
Category
Qualification Criteria
✓
Net Asset Test
Individual who: • Has total net personal assets > RM3 million (or foreign currency equivalent); OR • Has total net joint assets with spouse or child > RM3 million; Provided that the net value of the primary residence contributes not more than RM1 million to total net assets.
Income Test
Individual who: • Has gross annual income > RM300,000 (preceding 12 months); OR • Has joint gross annual income with spouse or child > RM400,000 (preceding 12 months). Amounts may be in foreign currency equivalent.
Capital Market Experience
Individual who: • Has 5 consecutive years of working experience in a capital market intermediary. Experience must relate to: Product development · Corporate finance · Deal advisory · Investment management · Sales and trading · Investment research and advisory · Financial analysis · Provision of training in investment products.
Professional Membership
Individual who holds active membership in any of the following: • Chartered Financial Analyst (CFA) Institute • Chartered Banker of AICB • Ordinary Member of FMAM • Chartered Accountant C.A.(M) of MIA • Ordinary Member of MATA • Accredited Angel Investor of MBAN • Certified Member of FPAM • Ordinary Member of MFPC.
Investment Portfolio Test
Individual who: • Has total net personal investment portfolio > RM1 million; OR • Has total net joint investment portfolio with spouse or child > RM1 million. Portfolio must comprise capital market products and be net of borrowings.
CEO / Director Route
Individual who is: • A Chief Executive Officer; OR • A Director; of a person referred to in subparagraphs 5.01(a)(iii), (iv), (v), (vi) and (vii) of the SC Guidelines.
Academic + Experience
Individual who: • Holds a Bachelor's or Master's Degree in Finance, Economics, Actuarial Science, or Accounting; OR • Holds an MBA; AND • Has 5 consecutive years of relevant working experience in finance, economics, actuarial science or accounting.
None of the above
I do not meet any of the above criteria.
Are you a politician or related to a politician?
Politically Exposed Person (PEP) declaration.
Risk Assessment
This Client Risk Assessment Form will guide you in choosing the unlisted capital market products that suit your investment objectives, risk tolerance and financial profile. Please tick only one answer per question.
1. What is your age?
2. Your knowledge on investing:
3. Your investment horizon:
4. Your current investments are in:
5. Are you willing to take higher risk for high returns investment?
6. You prefer capital preservation against high returns:
7. What is your investment objective?
8. If Net Asset Value of the fund that you invest falls, you will:
Score Summary
Question
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Score
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Total Score
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Declaration
Please read and confirm each declaration to complete your registration.
I declare that all information provided in this application is true, correct and complete to the best of my knowledge. I undertake to inform ALT of any changes to the information provided.
I confirm that I am not a US Person as defined under FATCA, and I do not hold a US passport or US permanent residency.
I have read, understood and agreed to ALT's Terms & Conditions and Privacy Policy.
I confirm that all information disclosed in my Risk Assessment is true, complete and accurate. I acknowledge receipt of the completed Risk Assessment Form and the relevant disclosure documents and prospectus which have been given to me. The adviser has explained, and I have understood the features and risks of the product.
I agree and acknowledge that the Risk Profile derived from this Risk Assessment Form shall remain unchanged unless and until a new review is requested by me. I understand that if I decline to provide certain information required for product suitability assessment, it may adversely affect my suitability assessment.
You're all set!
Your application is under review. We'll be in touch within 1–2 business days via email.