Forms

You need to submit a complete set of documents to us once you have settled keyed in your transaction. It will consider as a complete set of documents once we received the form as below:

Unit Trust Cash Investment

For First Time Investor with Phillip Mutual Berhad

  1. Fund Master Form (Account Opening Form)
  2. FIMM Pre Investment Form
  3. Investor Suitability Assessment Form
  4. PMB Foreign Account Tax Compliance Act (FATCA) Form
  5. Proof of Payment

For Additional Investment

  1. PMB Transaction Form (Need to request it from Phillip Mutual)
  2. Investor Suitability Assessment Form
  3. Proof of Payment

Private Retirement Scheme Investment

  1. PRS Fund Provider Account Opening Form
  2. PRS Fund Provider Privacy & Data Protection Act (PDPA) Form
  3. FIMM PRS Pre Investment Form
  4. Investor Suitability Assessment (ISA) Form. (For AIA PRS funds, investors are required to use AIA ISA Form)
  5. Photocopy of Malaysian NRIC/Passport for foreigners. (The front and back of the Malaysian NRIC must be on a single page)
  6. MEPS FPX Direct Debit Form (If you interested on monthly deduction)
  7. Proof of Payment

You can download all the forms here as below:

Private Retirement Scheme (PRS) Providers Account Opening Form

  1. Affin Hwang Asset Management Berhad
    • Affin Hwang UT/PRS Account Opening Form (Need to request it from Phillip Mutual)
    • Affin Hwang PRS Joint Account Opening Form (Need to request it from Phillip Mutual)
  2. AIA Pension and Asset Management Sdn. Bhd.
  3. AmInvestment Services Berhad
    • AmPrivate Retirement Scheme (PRS) – Account Opening Form (Need to request it from Phillip Mutual)
    • AmPrivate Retirement Scheme (PRS) – Purchase / Switching Form (Need to request it from Phillip Mutual)
  4. Kenanga Investors Berhad
  5. RHB Investment Management Sdn Bhd

Private Retirement Scheme (PRS) Providers Privacy & Data Protection Act (PDPA) Form

  1. AmInvestment Services Berhad
  2. Kenanga Investors Berhad
  3. RHB Investment Management Sdn Bhd

FIMM PRS Pre Investment Form

Investor Suitability Assessment (ISA) Form

MEPS FPX Auto Debit Form

*For monthly deduction please download below form.

MEPS FPX Auto Debit Form

FPX service is also dependent on the participating banks Internet banking service availability. It will take 1 to 2 months to be approving by the banks. Only 13 banks listed below are acceptable for direct debit.

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