Checklist SIP

Checklist to start trading Specified Investment Products (SIP) 
  • SIPs refer to DLCsWarrants, and selected ETFs
  • Acct Mgt > Stocks tab > CAR & CKA form
    - Question 3a must be “yes” if you want to trade SIPs
    - If the answer is “no” you need to take the quiz here and email the certificate to us after you have passed:
  • If the SIP you are trading is foreign/US listed- Acct Mgt > Stocks tab > RWS Acknowledgement
    - Acct Mgt > Stocks tab > US tax forms > W8 Ben form

All posts and charts are for educational and illustration purposes only

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