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Account Opening

 

1. How to open a unit trust investment account?
2. If I am an existing client, how do I open an Online Account?
1. How to open a unit trust investment account? Back To Top
 
You will need to open a unit trust investment account with PMB before you can transact.There are 2 ways to open a unit trust investment account with us. The procedures are similar when for Phillip Mutual Bhd’s house funds and 3rd party funds distributed by Phillip Mutual Bhd. 
i) Conventional Application
You may complete a Fund Master Form which is available at Phillip Mutual Berhad’s business office or from our unit trust consultant.Alternatively, you may download a copy of the Fund Master Form. To download the Form, simply click on 'Account Opening' tab and select 'Download Fund Master Form (PMB)' or 'Download Fund Master Form (IUTA)'.
What are the supporting documents for the opening of investment account?
(A) For Individual Applicant
   Principal Holder - Photocopy of NRIC (Malaysian) / Passport (Foreigner)
(B) For Joint Applicant
   Principal Holder - Above 18 years old - Photocopy of NRIC (Malaysian) / Passport (Foreigner)
   Joint Holder - Below 18 years old - Photocopy of Birth Certificate
(C)  For Corporate Applicant Malaysian Company
  •   • Foreign Company
  •   • Partnership
  •   • Sole Proprietor
  •   • Society / Trust
Certified true copy of the following documents
 
  • Certified true copy of Certificate of Incorporation;
  •   • Certified true copy Form 24,Form 44 and Form 49;
  •   • Certified true copy Memorandum and Articles of Association or Constitution or by-laws;
  •   • Company Board of Directors Resolution;
  •   • Certified true copy Specimen signatures of authorized signatories;
  •   • Certified true copy Photocopy of NRIC of authorized signatories
Where to submit the application or supporting documents?
(i)  You may send your duly executed Fund Master Form together with the supporting documents by post or by hand or through your servicing unit trust consultant to the following business address:
 
Phillip Mutual Berhad
B-2-7 Megan Avenue II,
No.12 Jalan Yap Kwan Seng,
50450 Kuala Lumpur.
ii) Online Application
 
You may click on the tab for “Account Opening” and choose whether to open account for "Individual", "Joint" or "Corporate" and follow the steps as displayed on the screen.
 
For Individual Applicant, you may attach the softcopy of supporting documents by following the instruction on the screen. Alternatively, you may send the original supporting documents by post or by hand to the business address or through your servicing unit trust consultant. For Corporate Applicant, you must send the certified true copies of the supporting documents by post or by hand to the business address below or through the servicing unit trust consultant.
 
 
Phillip Mutual Berhad
B-2-7 Megan Avenue II,
No.12 Jalan Yap Kwan Seng,
50450 Kuala Lumpur.
 
2. If I am an existing client, how do I open an Online Account ? Back To Top
 
Simply follow the steps as stated on the procedure for Account Opening, select either via conventional way or via online application.We will process your application and once you have received your user ID and password from us in a separate pin mailer, you may activate your Online Account and login to our website and start the online transactions.
 
 
Should you have futher enquiries, please do not hesitate to contact our Client Services personnel at 603 2783 0200.