Yes, you will need to complete a financial assessment with StashAway.
The results are used by our algorithm to determine and design the most appropriate personalised portfolio for you.

If I have already completed a CKA at another institution, do I need to complete it again at StashAway?

Passive income

New: Get regular dividend payouts with our Passive Income portfolio

We’re licensed by the Securities Commission Malaysia (Licence <a href="https://easy.seccom.com.my:8222/entityprofile/1ca93ae1-4c0e-4c55-90e0-1850600e54f6">eCMSL/A0352/2018</a>)

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We’re licensed by the Monetary Authority of Singapore (License no.&nbsp;<a href="https://eservices.mas.gov.sg/fid/institution/detail/201134-ASIA-WEALTH-PLATFORM-PTE-LTD">CMS100604</a>).

We’re licensed by the Securities and Futures Commission of Hong Kong (<a></a><a href="https://apps.sfc.hk/publicregWeb/corp/BQE542/details" target="_blank">CE No. BQE542</a>)

We’re licensed by the Securities and Exchange Commission (License no.&nbsp;<a></a><a href="https://market.sec.or.th/public/idisc/en/companyprofile/Intermediaries/0000031407" target="_blank">Lor Khor-0136-01</a>).

StashAway Management (DIFC) Limited is regulated by the DFSA (license number&nbsp;<a href="https://www.dfsa.ae/public-register/firms/stashaway-management-difc-limited">F006312</a>).