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What is considered as relevant experiences or academic qualifications of qualifying IPs for the purposes of the S13O/OA/U schemes for SFO funds?

Updated by MAS

Qualifying IPs should possess either – 

  • Relevant experiences, which include: 
    • Investment experience (including personal investment), or 
    • Professional experience in a formal employment capacity, in the conduct of portfolio management, research analysis, trading or undertaking in mergers or acquisitions, or 
  • Relevant academic qualifications, which include: 
    • A degree/ master’s qualification in Accountancy, Finance, Economics, Business Administration/ Management, Financial Engineering, or with a specialisation in any of these fields, or a relevant diploma from a Singapore institution in any of the preceding areas, or 
    • Relevant professional certification (e.g., CMFAS or CFA). 

This information is sourced from MAS.

Topics:

Schemes for Single Family OfficesQualifying Investment Professionals (IPs)

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