The Monetary Authority of Singapore has introduced the Opt-In regime providing all investors the option of electing for Accredited Investor (AI) status, if qualified.
Diversify your portfolio and access specially curated products tailored for Accredited Investors.
3 steps to opt-in as an Accredited Investor
Start AI Verification
Select 1 of 3 Declaration Methods
Submit supporting documents
01 Start AI Verification
After you have successfully opened your LU Global account, go to:
My Account > Account Settings > “Accredited Investor Verification” to start your AI verification
02 Select 1 of 3 Declaration Methods to qualify
as an AI
Option 1: Net Income
Your net income in the past 12 months exceeds S$300,000*
Option 2: Net personal assets
The value of your net personal assets exceeds S$2 million*
Your primary residence can only account for up to S$1 million* of the net personal assets, or the amount after deducting any credit facility secured by the primary residence, whichever is lower
Option 3: Net financial assets
The value of your net financial assets (net of any related liabilities), exceeds S$1 million*
*Or its equivalent in a foreign currency
03 Submit supporting documents
Document formats supported: JPG or PDF. If you face uploading difficulties, please email documents to our customer service team at firstname.lastname@example.org, using subject title:
LU Global AI Application
Read the AI Opt-In terms and agree to opt-in and be treated as an Accredited Investor.
You will receive an account opening status via SMS or email within 1 – 2 working days.