An individual may be considered an “Accredited Investor” if he/she meets any of the following criteria:- 

A. has net personal assets above S$2 million (or equivalent in a foreign currency), of which his/her primary residence can only contribute a maximum of net value of S$1 million

B. has financial assets (net of any related liabilities) above S$ 1 million (or equivalent
in a foreign currency)

C. has income in the last 12 months of at least S$300,000 (or equivalent in a foreign currency) 

Corporations, partnerships, trustees of a trust and other entities may also be considered Accredited Investors. Click here for more details.

Click here to declare yourself as an Accredited Investor in the platform.

Applications for Accredited Investor status will be subject to the submission of relevant supporting documents and a review by Saxo Markets. For non-existing clients, please refer to the AI declaration form here.

Some limits and restrictions on regular retail investors are relaxed for Accredited Investors. For instance, as an Accredited Investor, you will have access to higher leverage (up to 50:1) on certain FX pairs as compared to retail investors (up to 20:1). Accredited Investors are also automatically permitted to access our full suite of products, without the need for annual suitability checks.  
 
Accredited investors are assumed to be better informed, and better able to access resources to protect their own interests, and therefore require less regulatory protection. Investors who agree to be treated as accredited investors therefore forgo the benefit of certain regulatory safeguards. For example, issuers of securities are exempted from issuing a full prospectus registered with the Monetary Authority of Singapore in respect of offers that are made only to accredited investors, and intermediaries are exempted from a number of business conduct requirements when dealing with accredited investors. Investors should consult a professional adviser if they do not understand any consequence of being treated as an accredited investor.

Click here for a summary of the regulatory safeguards that Saxo Markets is not statutorily obliged to apply to you as an Accredited Investor.

Investors who are eligible for Accredited Investor status should choose the investor classification and associated level of regulatory protection that best suits their individual circumstances, risk profile and investment needs.

You will enjoy lower margin requirements from 2% on certain FX pairs (50:1). Accredited Investors are also automatically permitted to access our full suite of products, without the need for annual suitability checks.  

However, do note that Accredited Investors also forgo certain regulatory safeguards that would otherwise be available to general retail investors.