How many parts are there in FNA Questionnaire?

In a Financial Needs Analysis (FNA), the information that you provide determines the investment products and/or insurance products that we shortlist for your consideration

In DBS iBanking Financial Needs Analysis, it includes below parts:

1. First of all, you have to own a DBS iBanking account.

Click here to get started on DBS iBanking. 

2. “Financial Needs Analysis”includes five parts:

  • Part I: Particulars
  • Part II: General Derivative Knowledge
  • Part III: Risk Profiling Questionnaire
  • Part IV: Customer Risk Profile result and confirmation
  • Part V: Customer Risk Profile final result & Reference Number: Please click “Save Receipt” for your reference.

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