Personal Profiling is required before the purchase of products including foreign currency time deposit, structured deposit and specified insurance products. Based on the suitability principle, this is to help SMBC Trust Bank understand your investment knowledge, investment experience, financial assets and investment objective to suggest produce that fit those factors.
A valid risk score is also required for own transactions such as Online banking. For details, please see the following PDF.
Personal Profiling for Investment
To view previous Profiling or conduct Profiling, please visit Online banking. Menu: Personal Profiling
To view previous Profiling or conduct Profiling, please visit Online banking. Menu: Personal Profiling