RM / RA meeting support tool · Not investment advice or an offer to sell · Product data as of 2026-08-12 · Indicative market data may be shown; official transactions and live quotes are subject to the brokerage app and offering documents.

RM ADMIN CONTROL

Account Manager Service Management Overview

View RM, Retail/Private KA and Original AUM by market. Do not mix different currencies. Click RM to view the customer list in read-only mode.

Hong Kong (HK)0 RM

HKD 0

Retail 0 · Private wealth 0

Singapore (SG)0 RM

SGD 0

Retail 0 · Private wealth 0

Malaysia (MY)0 RM

MYR 0

Retail 0 · Private wealth 0

Japan (JP)0 RM

JPY 0

Retail 0 · Private wealth 0

Create RM account

The initial password must be at least 8 characters long; please keep it to RM after it is created.

RM list and customer size

0 accounts · Select “View” to drill down into clients