To invest without limits, retail investors can change their investor type according to the qualifications and requirements set by the SEC, by agreeing that they have the necessary knowledge and understanding, and providing proof of their financial status and experience.
Proof of Financial Status:
- Proof of investment: A screenshot of your investment portfolio (market value), proof of investment value, deposit balance, or proof of the value of your securities, clearly showing your name.
- Proof of annual income: Includes personal tax filings (form PND 90/91), salary slips, etc.
- Proof of net assets: Excludes the value of real estate used as the primary residence.
Proof of knowledge or experience:
- Examples: certificate of employment, course completion certificates, educational diplomas, or proof of investment in high-risk assets within the past 3 months.
If you are interested in changing your investor type, please fill out the form and submit the supporting documents for qualification verification. CLICK
Investor types and eligibility criteria are in accordance with the SEC's requirements for crowdfunding portal operators, ensuring investor protection that aligns with their knowledge, understanding, and the risks of the products they invest in. Crowdfunding is considered a financial product that carries more risk and complexity compared to general investments in the capital markets.
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