"WMI Certificate in Private Banking Programme Application Form"
WMI Certificate in Private Banking Programme Application Form (FOR FINANCIAL INSTITUTIONS) General Instructions For Completing Your Application Thank you for your interest in the WMI Certificate in Private Banking Programme. Please read the following instructions carefully before completing your application. Supplementary instructions are given in each section of the application form. Please complete the application form accordingly and attach copies of the documents as instructed. Once you have completed the form, we suggest you keep a copy for your record. Your registration details will be kept in strict confidence. You are encouraged to apply early. Application Fee The application fee is S$85. Applications received without the application fees will not be processed. The application fee is non-refundable. Payment for the application fee can be made by cheque to “Wealth Management Institute Pte Ltd”. Tuition Fee The fee is subject to applicable GST. Upon acceptance into the Programme, applicants will need to pay the full applicable tuition fee. The payment of the tuition fee should be made by cheque in favour of “Wealth Management Institute Pte Ltd”. The tuition fee is non-refundable. Module Fee Module I S$4,000 Module II S$6,200 Total Programme Fee S$10,200 Note: Fee is indicative and subject to change Please send the completed applications to the following address: Wealth Management Institute Pte Ltd 60B Orchard Road #06-18 Tower 2 The Atrium@Orchard Singapore 238891 For more information, please contact: Tel: (65) 6828-6988 Fax: (65) 6821-1155 E-mail: email@example.com Website: www.wmi.com.sg Page 1 of 6 Updated on 07/01/2009 CHECKLIST Application Documents Before submitting this application, please tick the following where applicable. This checklist of application items will assist you in ensuring that all necessary documents have been included in your application. Application fee (S$85) Application form (including this checklist duly completed) Photocopy of: a) NRIC (for Singaporean), or b) Passport, re-entry permit, and/or employment pass (for Singapore permanent residents and/or Singapore-based foreigners) Page 2 of 6 1. PERSONAL INFORMATION OF CANDIDATE Please read the instructions carefully and print clearly in BLOCK LETTERS. Please tick / circle where applicable. Name (as in NRIC or Passport): (Dr/Mr/Mrs/Ms) Address: Telephone No. Home: Office: Mobile Phone: E-Mail Address: Date of Birth (dd/mm/yyyy): Gender: M/F Age: Nationality: Country of Birth: For Singapore citizen For Singapore PR NRIC No.: UIN No.: For Singapore-based Foreigners Do you currently possess a valid work pass? Yes No Please provide your Foreign Identification Number: 2. COMPANY INFORMATION Company Name: Address: 3. HIGH SCHOOL / POLYTECHNIC / COLLEGE / UNIVERSITY EDUCATION (Please provide in reverse chronological order) From To Name of Institution, Country Highest qualification (mm/yy) (mm/yy) achieved, Major (if any) Page 3 of 6 4. OTHER QUALIFICATIONS Please also include professional courses currently undertaking / being admitted to (e.g. CFA, ACCA). From To Professional Body Discipline Status (mm/yy) (mm/yy) 5. EMPLOYMENT HISTORY Please start with the current/most recent employment and indicate only full-time work experiences. Please exclude full-time national services and part-time, temporary and vacation jobs. Total number of years of working experience years From To Organisation Designation Nature of Work e.g. (mm/yy) (mm/yy) service assistant in private banking Page 4 of 6 6. PROGRAMME REGISTRATION Please tick in the boxes below the module(s) for which you are applying. Participants who would like to attain the “WMI Certificate in Private Banking” Certificate would need to successfully complete both Modules I & II within the stipulated time frame. Participants who have no prior knowledge in wealth management, or are fresh entrants into the wealth management industry are strongly advised to enrol for both modules. ( ) Module Fee prior to funding Estimated Fee after FICS funding* Module I S$4,000 S$400 Module II S$6,200 S$620 Total Programme Fee S$10,200 S$1,020 * Applicants may apply for funding under the FSDF Funding for Financial Industry Competency Standards (FICS) Training and Assessment Scheme^ which provides funding support of 90% for the course fees, capped at S$6,000 per participant per module. Funding is on a reimbursement basis and subject to eligibility criteria and terms and conditions. ^ Financial sector organizations sponsoring Singapore-based participants may obtain grant support from the Financial Sector Development Fund (FSDF) for FICS accredited training and assessment programmmes. Organizations should submit the funding applications online to the Institute of Banking & Finance (IBF) at www.ibf.org.sg. For more details on the scheme, please refer to the brochure available at our website www.wmi.com.sg or contact IBF at 6220-8566. 7. DECLARATION o I declare that the information provided in this application and sheets attached hereto are true to the best of my knowledge and belief and that I have not willfully suppressed any material fact. I also understand that if after the approval of the application, it is found that I have made a false declaration or willfully suppressed material facts, I may be required to withdraw from the programme, any tuition fee paid will not be refunded and monies awarded under the FSDF Funding for Financial Industry Competency Standards (FICS) Training and Assessment Scheme if any will be recovered. o I understand that the offer of admission by the Wealth Management Institute and funding under the FSDF Funding for Financial Industry Competency Standards (FICS) Training and Assessment Scheme are conditional upon my satisfying all the prevailing criteria for admission and funding support. o I understand that I have to successfully pass all assessments and fulfil full attendance requirement to be awarded the Certificate of Achievement/Certificate in Private Banking. Name of Candidate: (Dr/Mr/Mrs/Ms) Signature Date: / / Page 5 of 6 The following are to be completed by the company: Name of Authorised Signatory: (Dr/Mr/Mrs/Ms) Designation: Authorised Signature: Company Stamp: Date: / / Contact Person: (Dr/Mr/Mrs/Ms) Designation: E-Mail: Phone No.: Fax No.: For Official Use AC Processed by: Signature: Date: Contact No.: Page 6 of 6