How to become Accredited Investor (AI) | DBS Treasures (2024)

Accredited Investor (AI) status is held on a per financial institution basis. If you opt in for AI status, this will be applied to all DBS account(s) which are held in your name.

The only exception is in respect of non-AIs who maintain joint accounts with at least one account holder who is an AI. For such cases, if there is at least one AI individual account holder, the non-AI account holders may opt in to be treated as an AI but only in respect of dealings through that joint account.

You may wish to note that DBS will be required to treat you as a non-AI for your joint account(s) if (i) the joint account does not have at least one AI individual account holder; or (ii) non-AI account holder has not opted in to be treated as an AI for dealings through that joint account.

How to become Accredited Investor (AI) | DBS Treasures (2024)
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