Help Centre
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
- Fund Master Form (Account Opening Form)
- FIMM Pre Investment Form
- Investor Suitability Assessment Form
- PMB Foreign Account Tax Compliance Act (FATCA) Form
- Proof of Payment
For Additional Investment
- PMB Transaction Form (Need to request it from Phillip Mutual)
- Investor Suitability Assessment Form
- Proof of Payment
Private Retirement Scheme Investment
- PRS Fund Provider Account Opening Form
- PRS Fund Provider Privacy & Data Protection Act (PDPA) Form
- FIMM PRS Pre Investment Form
- Investor Suitability Assessment (ISA) Form. (For AIA PRS funds, investors are required to use AIA ISA Form)
- Photocopy of Malaysian NRIC/Passport for foreigners. (The front and back of the Malaysian NRIC must be on a single page)
- MEPS FPX Direct Debit Form (If you interested on monthly deduction)
- Proof of Payment
You can download all the forms here as below:
Private Retirement Scheme (PRS) Providers Account Opening Form
- 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)
- AIA Pension and Asset Management Sdn. Bhd.
- 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)
- Kenanga Investors Berhad
- RHB Investment Management Sdn Bhd
Private Retirement Scheme (PRS) Providers Privacy & Data Protection Act (PDPA) Form
- AmInvestment Services Berhad
- Kenanga Investors Berhad
- 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.
