Suitability Assessment Form ( SA )
There are 2 ways to create a Suitability Assessment (SA) for the investor.
(1) SA Form manually
(2) SA through Public Mutual Online (PMO)
Below is the guideline to fill up the SA Form manually.
SA Form
- All the forms MUST filled up with CAPITAL BLOCK LETTERS.
- This entire Form Must fill up with BLACK INK.
- A completed SA Form is submitted to Public Mutual Branch for processing.
A1 –> Completed Date, once this date is filled up, it must be submitted to the Public Mutual Branch counter for processing within 7 days, else this form is considered invalid. Therefore UTC is advisable to fill up the date when you are fully prepared to submit the document.
A2 –> Risk Result is a combination of Age, Level Of Qualification, Level Of Knowledge, as well as Investment Objective to determine. UTC needs to refer to the SA Matrix in order to obtain the result of the risk.
This is the SA Matrix to derive the Risk Result in section A2
