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:

For First Time Investor with Phillip Mutual Berhad

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

Unit Trust Cash Investment

  1. PMB Transaction Form
  2. Investor Suitability Assessment Form
  3. Proof of Payment

Join us

Fund Reviews