Checklist SIP

Checklist to start trading Specified Investment Products (SIP) 

  • SIPs refer to DLCs, Warrants, and selected ETFs
  • It is traded under "Stocks" category in POEMS, and follows the same settlement process as stocks
  • Complete your Client Account Review
  • If the SIP you are trading is foreign/US listed
    • > Acct Mgt > Stocks tab > RWS Acknowledgement
    • > Acct Mgt > Stocks tab > Online Forms > US tax forms > W8 Ben form

All posts and charts are for educational and illustration purposes only

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