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You can now become a qualified investor in Halyk Invest
Dear customers,
You can now become a qualified investor in Halyk Invest. This status opens up access to a wider range of financial instruments and significantly expands your investment opportunities.
Select the most suitable method to obtain the status:
1. Online testing (quick method)
- Take the online test in Halyk Invest, available in Halyk Kazakhstan app
- Format: 10 questions
- Number of attempts: unlimited
2. Submission of supporting documents (documents reviewed within 7 days)
- Submit supporting documents to a Bank outlet.
Terms and conditions for obtaining the status through online testing:
- To pass the test, you must answer at least 90% of the questions correctly.
- Upon successful completion of the test, you will become a qualified investor for all or certain types of securities and/or financial instruments.
The test is free of charge and allows you to assess your professional experience, level of knowledge, investment risk profile, and investment horizon.
Terms for obtaining the status by submitting documents:
An individual may be recognized as a qualified investor if they meet one or more of the following requirements:
1) Higher education in finance, economics, mathematics, or information technology.
2) Holding one of the following international certificates:
- Chartered Financial Analyst (CFA)
- Certified International Investment Analyst (CIIA)
- Financial Risk Manager (FRM)
- or other certificates confirming qualifications in the financial market;
3) At least 3 years of work experience in areas related to financial instrument transactions, preparation of investment recommendations, investment decision-making, and/or risk management;
4) Having financial assets worth over 8,500 (eight thousand five hundred) monthly calculation indices;
5) At least fifty transactions in securities and/or other financial instruments executed on an organized securities market and other stock exchanges during the twelve consecutive months preceding the date of application for being recognized as a qualified investor. To obtain this status, the applicant shall submit to the broker documents confirming compliance with the above requirements.
To confirm compliance with the requirements, the relevant documents are to be submitted to the Bank outlet.