Accredited Investor account

It’s quick and easy to register as an Accredited Investor and get access to better rates and more trading freedom.

Why register as an Accredited Investor (AI)?

Access higher leverage/lower margin rates

Some limits and restrictions on regular retail investors are relaxed for Accredited Investors, meaning you can trade with greater flexibility.

Skip annual suitability checks

Accredited Investors automatically qualify for our products, so don’t need to complete knowledge assessments and account reviews every year.

Access more products and features

Certain products and risk-management features are only available to Accredited Investors. We may also invite AIs to test and give feedback on new products.

Declare through a quick, free process

If you are eligible, complete a quick, online form and upload supporting documents to register as an Accredited Investor.

Exclusive access to private equity products

Accredited investors will get exclusive access to the latest private equity products available via Saxo.

Benefit from 
higher leverage / 
lower margin rates 
on major FX pairs

Retail investor

5%

Margin rate

20:1

Leverage

Accredited Investor

2%

Margin rate

50:1

Leverage

To qualify, you must meet one of the following criteria

Financial assets

You have financial assets (net of any related liabilities) exceeding SGD 1 million. If you have more than SGD 1 million in your Saxo account we won’t require any supporting documents.

Net personal assets

You have over SGD 2 million in net personal assets. This can include up to SGD 1 million from the value of your home, excluding loans on the home.

Annual income

You have a provable income of at least SGD 300,000 over the past 12 months.

Get started today

  • New clients

    Simply open an account via Myinfo using your Singpass and select ‘Accredited Investor’ on the last step. One of our Sales Representatives will contact you directly.

  • Existing clients

    If you're already a client but haven't yet self-declared as an Accredited Investor, simply complete our quick online form to upgrade your account status. 

FAQ

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 (50:1) on certain FX pairs as compared to retail investors (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.

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.

Yes, Joint and Corporate accounts are eligible for Accredited Investor status. 

For joint accounts: (a) at least 1 of the joint account holders must qualify and opt-in to be treated as an Accredited Investor and (b) all other joint account holders must opt-in to be treated as an Accredited Investor in respect of the joint account. 

For more details on joint accounts or corporate accounts being eligible for Accredited Investor status, please request a call back and our team will contact you soon.

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. 

Investors who are eligible for Accredited Investor status may switch between investor classes at any time during the term of their account by notifying Saxo Markets in writing. Upon receiving such notification, the investor’s new status will take effect within thirty (30) days.

Please note that an investor who opts in to be treated as an Accredited Investor and subsequently opts to be treated as a retail investor would not be able to benefit from regulatory safeguards in respect of past transactions entered into as an Accredited Investor. In addition, Saxo Markets may be unable to facilitate the continued holding of certain restricted financial products which are deemed suitable for accredited investors only and such a person may be required to close such positions accordingly.

Do you have any questions?

Request a call back and a member of our team will get back to you soon.

Saxo Markets
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Saxo Capital Markets Pte Ltd ('Saxo Markets') is a company authorised and regulated by the Monetary Authority of Singapore (MAS) [Co. Reg. No.: 200601141M ] and is a wholly owned subsidiary of Saxo Bank A/S, headquartered in Denmark. Please refer to our General Business Terms & Risk Warning to consider whether acquiring or continuing to hold financial products is suitable for you, prior to opening an account and investing in a financial product.

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