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Ltd. provides a Customer Knowledge Assessment (CKA) form to be completed and submitted with relevant policy amendment documents. The CKA is required under Singapore regulatory guidance for recommendations involving unlisted Specified Investment Products (SIPs), including investment-linked insurance products (ILPs). The form collects customer details, consent for personal data use, and assesses educational qualifications, finance-related professional credentials, investment transaction history, and relevant work experience. Results determine whether the customer can proceed without further review steps.",{"@graph":69,"@context":122},[70,84,105],{"@type":71,"itemListElement":72},"BreadcrumbList",[73,77,79,82],{"item":74,"name":75,"@type":76,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":78,"name":9,"@type":76,"position":14},"https://docshare.wps.com/document/",{"item":80,"name":20,"@type":76,"position":81},"https://docshare.wps.com/document/exam/",3,{"item":83,"name":65,"@type":76,"position":19},"https://docshare.wps.com/document/customer-knowledge-assessment-cka-customer-knowledge-assessment-form/203701/",{"url":83,"name":65,"@type":85,"image":86,"author":91,"headline":65,"publisher":94,"fileFormat":97,"inLanguage":63,"description":67,"dateModified":98,"datePublished":99,"encodingFormat":97,"isAccessibleForFree":100,"interactionStatistic":101},"DigitalDocument",{"url":87,"@type":88,"width":89,"height":90},"https://docshare.wps.com/thumbnails/customer-knowledge-assessment-cka-customer-knowledge-assessment-form/203701.png","ImageObject",300,407,{"name":92,"@type":93},"Maya Linwood","Person",{"url":74,"name":95,"@type":96},"DocShare","Organization","application/pdf","2026-10-10","2026-09-04",true,{"@type":102,"interactionType":103,"userInteractionCount":34},"InteractionCounter",{"@type":104},"ViewAction",{"@type":106,"mainEntity":107},"FAQPage",[108,114,118],{"name":109,"@type":110,"acceptedAnswer":111},"What is the purpose of the Customer Knowledge Assessment (CKA)?","Question",{"text":112,"@type":113},"The CKA assesses whether the customer has relevant knowledge or experience to understand the risks and features of unlisted Specified Investment Products (SIPs), including ILPs.","Answer",{"name":115,"@type":110,"acceptedAnswer":116},"When is a CKA required for policy changes involving unlisted SIPs?",{"text":117,"@type":113},"A CKA is required before recommending certain policy changes to an unlisted SIP, such as fund switch, top-up, premium redirection, or increasing premium.",{"name":119,"@type":110,"acceptedAnswer":120},"What happens if the customer is assessed as lacking relevant knowledge or experience for ILPs?",{"text":121,"@type":113},"The customer must complete a Personal Financial Review (PFR) with a financial consultant or by visiting the Customer Service Centre before proceeding with the policy change(s).","https://schema.org",{"og:url":83,"og:type":124,"og:title":65,"og:site_name":95,"og:description":67},"article",{"robots":126,"canonical":83},"index,follow",{"doc_id":128,"site_id":62},203701,1790057336,{"code":4,"msg":5,"data":131},{"doc_id":128,"user_id":132,"nickname":92,"user_avatar":133,"doc_module":4,"category_id":19,"category_name":20,"doc_title":65,"doc_description":67,"doc_content":134,"file_id":135,"file_url":136,"file_type":137,"file_size":138,"view_count":34,"is_deleted":4,"is_public":8,"is_downloadable":8,"audit_status":8,"page_count":14,"language":139,"language_code":63,"site_id":62,"html_lang":63,"table_of_contents":140,"faqs":141,"seo_title":142,"seo_description":67,"update_tm":143,"read_time":24},962084928432,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","HSBC Life (Singapore) Pte. Ltd. (Reg. No. 199903512M) [www.hsbclife.com.sg](www.hsbclife.com.sg)  \nCustomer Care Hotline: +65 6880 4888  \nMailing Address: Privy Box No. 920563 Singapore 929292  \nCustomer Knowledge Assessment Form  \nPlease complete this form and submit it together with the relevant policy amendment form(s) .  \n\n| Full Name of policyowner as shown in NRIC/Passport including alias |  | Policy no. |  |\n| --- | --- | --- | --- |\n|  |  | NRIC / Passport no. |  |\n|  |  | Contact no. | (+ )\u003Cbr>Country/Region Code |\n| For Takaful policy, please read “certificate” for policy, “certificate holder” for policyowner, “Wakil” for financial consultant, “participant” for life insured,“takaful benefit” for sum insured. |  |  |  |\n\nPursuant to the Notice on Recommendation on Investment Products (FAA-N16) issued by the Monetary Authority of Singapore pursuant to the Financial Advisers Act, where the underlying investment product is an unlisted Specified Investment Product (“SIP”), a Financial Adviser (i.e. HSBC Life (Singapore) Pte. Ltd. ) is required to conduct a Customer Knowledge Assessment (“CKA”) before making any recommendation. The purpose of the CKAis to assess if you have the relevant knowledge or experience to understand the risks and features of unlisted SIPs, which include investmentlinked insurance products (“ILP”) . The list of policy changes to an unlisted SIP for which a CKA is required is as follows  \na) Fund switch c) Premium redirection  \nb) Top-up (One-time or recurring) d) Increase in premium  \nIf you are assessed to have the relevant experience and/or knowledge to transact in ILPs , you may proceed with the policy change(s) . However, you are strongly encouraged to talk to your financial consultant to better understand the risks and implications involved in the policy change(s) .  \nIf you are assessed not to have the relevant experience and/or knowledge to transact in ILPs , you must approach your financial consultant or visit our Customer Service Centre to complete a Personal Financial Review (“PFR”) before you can proceed with the policy change(s) .  \nConsent to use of personal data  \nI understand that HSBC’s Data Privacy Policy (which may be found at [https://](https://www.insurance.hsbc.com.sg/privacy-and-security/)[www.insurance.hsbc.com.sg/](https://www.insurance.hsbc.com.sg/privacy-and-security/)[privacy-and-security/](https://www.insurance.hsbc.com.sg/privacy-and-security/)) forms a part of the terms and conditions governing my relationship with HSBC. I consent to the collection, use and disclosure of my personal data for the purposes set out in the Data Privacy Policy.  \n\n| PART A: CUSTOMER KNOWLEDGE ASSESSMENT (CKA) |  |  |\n| --- | --- | --- |\n| You should provide complete and accurate information to us for this CKA. If you do not fill in the entire form or if you give inaccurate information, this will affect the outcome of this CKA. |  |  |\n| Educational Qualifications | Yes | No |\n| 1a) Do you hold a diploma or higher qualification in any of the following fields?\u003Cbr>Accountancy Actuarial science Business / Business administration\u003Cbr>Capital markets Commerce Economics\u003Cbr>Finance Financial engineering Financial planning\u003Cbr>Computational finance Insurance\u003Cbr>If yes, please specify the name of the qualification and the year the qualification is obtained:\u003Cbr>Name of academic qualification:   Year qualification obtained:   | 􀂉 | 􀂉 |\n| 1b) Do you have a professional finance-related qualification\\#?\u003Cbr>Name of academic qualification:   \u003Cbr>Year qualification obtained:  \u003Cbr>\\# Examples of this would include\u003Cbr>􀁸 Chartered Financial Analyst Examination conducted by the CFA Institute\u003Cbr>􀁸 Association of Chartered Certificate Accountants Qualifications\u003Cbr>􀁸 Associate Wealth Planner or Certified Financial Planner by the Certified Financial Planners Board of Standards\u003Cbr>􀁸 Certified Financial Risk Manager Programme by the Global Association of Risk Professionals\u003Cbr>􀁸 Chartered Alternative Investment Analyst Ex","cbCaih4oC4KLhx9q","https://ap.wps.com/l/cbCaih4oC4KLhx9q","pdf",574206,"English","# PART A: CUSTOMER KNOWLEDGE ASSESSMENT (CKA)\n## Educational Qualifications\n## Investment Experience\n## Work Experience\n# PART B: CKA OUTCOME/DECLARATION AND AUTHORISATION (MANDATORY)","[{\"question\":\"What is the purpose of the Customer Knowledge Assessment (CKA)?\",\"answer\":\"The CKA assesses whether the customer has relevant knowledge or experience to understand the risks and features of unlisted Specified Investment Products (SIPs), including ILPs.\"},{\"question\":\"When is a CKA required for policy changes involving unlisted SIPs?\",\"answer\":\"A CKA is required before recommending certain policy changes to an unlisted SIP, such as fund switch, top-up, premium redirection, or increasing premium.\"},{\"question\":\"What happens if the customer is assessed as lacking relevant knowledge or experience for ILPs?\",\"answer\":\"The customer must complete a Personal Financial Review (PFR) with a financial consultant or by visiting the Customer Service Centre before proceeding with the policy change(s).\"}]","Customer Knowledge Assessment (CKA) - Customer Knowledge Assessment Form | PDF",1788562709]