Steps that should be completed by Potential Participation Unit Holders prior to purchase Mutual Fund:
- Must complete the Investment Risk Profiling Form together with customer signature as the acceptance on his/her risk profile.
Note: Our Investment Risk Profiling is unique because it measures separately between the willingness to take risk and the ability to accept risk before the final risk profile is determined.
- Ensure that Mutual Fund products are explained by our Mutual Fund Selling Agent Representative (WAPERD).
Note: Our WAPERDs offer Mutual Funds with the Product Risk Rating matched with Customer’s Risk Profile.
- Before purchasing Mutual Fund, customers must read and understand the Prospectus content of corresponding Fund(s), including all related risks.
- Submit completed Mutual Fund Application Form and make sure the money for Mutual Fund Subscription is good fund prior to determined cut-off time.
For further information, please contact our nearest branch.
You need Adobe Reader to view PDF files. You can download Adobe Reader free of charge.