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If I am working at a financial institution or an organisation which has investment restrictions, can I still open a Kenanga Digital Investing (KDI) account?

Yes, you can still open a Kenanga Digital Investing (KDI) account.
Usually, policies on employee investment restrictions are in place to address insider dealing or conflicts of interest concerns. These may involve dealing restrictions in securities where one has possession of material non-public information concerning such securities, or disclosures/approvals before dealing in securities.
KDI Invest solely invests in Exchange-traded Funds (ETFs) using Artificial Intelligence (A.I.) driven technology to execute investment decisions. ETFs are commonly excluded from such restrictions as the employee does not have control over the basket of securities underlying the ETF.
KDI Save is also excluded from the restrictions as it invests in money market / fixed income type instruments that are not related to insider dealing or conflicts of interests.
While an organization’s policies may not be specific to both KDI Invest and KDI Save from dealing restrictions, it is always advisable to consult your relevant compliance/supervisor before opening your Kenanga Digital Investing (KDI) account with us.
If needed, Kenanga Digital Investing (KDI) will provide a written confirmation that the Kenanga Digital Investing (KDI) account is a discretionary investment management service if your employer/organization requires one to meet its compliance requirements.
Please contact us via our Contact Form and our Customer Service team will proceed to contact you for further validation.

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