TM Atlas Wealth / Classic - Application for Top Up and Recurring Single Premium - Customer Knowledge Assessment (Section A)

Sep 4, 2026

Application form for submitting a top up and recurring single premium request for TM Atlas Wealth / Classic go / Harvest / Wealth / Affluence investment-linked series. Includes key warnings to seek advice from a Financial Adviser Representative, requirements for complete documentation, and instructions for submission via email or the policyholder portal. Covers customer knowledge assessment requirements, statement acknowledgement, educational qualification questions, investment experience, and work experience sections for both policyholder and spouse.

LanguageEnglish

CategoryResearch & Report

FormatPDF

Pages13

Reading Time33 min

AccessFree to download

Section A: Customer Knowledge Assessment

Important Notice on Completion of Customer Knowledge Assessment (CKA)

Educational Qualification

Investment Experience

Work Experience

Customer Knowledge Assessment Outcome

*%CSR05* APPLICATION FOR TOP UP AND RECURRING SINGLE PREMIUM (TM Atlas Wealth / Classic, \#go / Harvest / Wealth / Affluence Investment-Linked Series only) | WARNING :
It is important to seek advice from your Financial Adviser Representative (“Representative”) proceeding with the transaction. Your Representative can provide appropriate recommendations taking into account your investment objectives, financial situation and needs. | before to you, | | --- | --- | | Please be informed that any incomplete documentation will affect the processing of your transaction request and the unit price of the transaction. As some of the funds may be closed and prices are not available on certain days, transaction instructions submitted on these non-pricing days will be carried forward to the next available pricing day for processing. | | KINDLY COMPLETE FULLY IN BLOCK LETTERS. Please email the completed form to [collection@tokiomarine-life.sg. Alternatively](collection@tokiomarine-life.sg. Alternatively), you may login to policyholder portal by scanning the QR Code with Singpass app to submit the request online. POLICY NO. | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | Policy Currency SGD USD GBP AUD EUR Is this application self-initiated by you (i.e. policyholder)? Yes No | Please note that the following documents and information are compulsory for this application: | | --- | | Abridged Fact Find Form
(Applicable to Tokio Marine Financial Advisers (“TMFAS”) Representatives)
Mobile Number and Email Address
A copy of Policyholder’s NRIC (Front & Bank) / Passport | Choose only one option from the table below. | Options | Remarks | | --- | --- | | Option A
I /We did not meet with a Representative and do not wish to be referred to a Representative for advice before submitting this Application form. | Please complete Sections A to E.
(This option is not permitted if you do not pass Customer Knowledge Assessment (Section A).) | | Option B
My/Our policy is serviced by a TMFAS Representative and I/we met him/her for advice. | When meeting your Representative, you are required to undergo a financial needs analysis. Please complete Sections A to E of the form, and Section G (where applicable) . | | Option C
My policy is serviced by a Representative from another Financial Advisory firm and I/we met him/her for advice. | Please complete Sections C to F of the form, and Section G (where applicable) . | *%CSR05* SECTION A: CUSTOMER KNOWLEDGE ASSESSMENT IMPORTANT NOTICE ON THE COMPLETION OF CUSTOMER KNOWLEDGE ASSESSMENT (CKA) The purpose of the CKA is to ensure that you have the relevant knowledge or experience to understand the risks and features of an unlisted Specified Investment Product (e.g. Collective Investment Scheme or an Investment-Linked Policy) . Any inaccurate or incomplete information provided by you may affect the assessment outcome and the suitability of the product recommended, if any. Please read each of the following statements carefully and tick (√) the appropriate box: | EDUCATIONAL QUALIFICATION | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. | Do you have a Diploma or Higher Qualification in any of the following fields stated below? | | MYSELF | | SPOUSE | | If “Yes”, please provide more details. (Please specify for yourself and/or spouse): | | | • Accountancy
• Business/Business Administration/Business Management/Business Studies
• Economics
• Financial Engineering | • Computational Finance
• Actuarial Science
• Capital Markets
• Commerce
• Finance
• Financial Planning
• Insurance | | Yes
No | | Yes
No | A. Type of qualification (Please indicate area of specialisation, if any):
B. Name of institution issuing the above qualification:
C. Year of graduation: | | 2. | Do you have any of the professional finance-related qualifications stated below? | | MYSELF | |

FAQs

What is the purpose of the Customer Knowledge Assessment (CKA) in this form?

The CKA ensures the applicant has relevant knowledge or experience to understand risks and features of an unlisted specified investment product. Inaccurate or incomplete answers may affect the assessment outcome and suitability of any recommended product.

What happens if the submission documentation is incomplete?

Incomplete documentation affects processing of the transaction request and the unit price. Instructions submitted on non-pricing days are carried forward to the next available pricing day.

What information is required for Section A (CKA) questions?

Section A requires statements for educational qualifications, investment experience over the last three years, and work experience over the last 10 years (minimum three consecutive years). It also requests details such as institution names, transaction information, employer, and employment period for both the policyholder and spouse where applicable.

Sep 4, 2026

Upload by Felix Montgomery