Forms and Templates
 Last Revised Date: 23 March 2023

Form 23 - Declaration by Persons Exempt from Holding a Financial Adviser's Licence under Regulation 27(1)(d)

Form for exempt financial advisers serving not more than 30 accredited investors to confirm their compliance with all exemption conditions and restrictions. The form is to be submitted within 14 days after the end of each financial year.
Applies to: Exempt Financial Adviser Serving up to 30 Accredited Investors
View Document Form 23 - Declaration by Persons Exempt from Holding a Financial Adviser's Licence under Regulation 27(1)(d) (51.2 KB)
Form 23 should be lodged online via FormSG . After submission, FIs may view a record of their submission by logging into MAS-Tx.