eunittrust.com.my | It's a matter of trust

INDIVIDUAL ACCOUNT REGISTRATION

Salutation

Full Name as per NRIC/Passport

Nationality

ID Type i

ID Number

Date of Birth

City of Birth

Country of Birth

Gender

Bumiputera Status

Race

Marital Status

Mother's Maiden Name

Agent Code

CONTACT DETAILS

Email Address

Mobile Number i

Home/Secondary Phone No.

Residential Address

Postcode

City

State

Country

Is your correspondence address similar to residential address? Yes No

Correspondence Address

Postcode

City

State

Country

Occupation

Present Position

Company Name

Nature of Business

Description for Nature of Business

Company Address

Postcode

City

State

Country

Office Phone No.

Fax No.

FINANCIAL PROFILE

Present Annual Income

Estimated Net Worth

Source of Fund

Number of estimated transaction in a year

Estimated transaction amount in a year

Purpose of Investment

COMMON REPORTING STANDARD (CRS)

Tax Residency Declaration

Please select the applicable tax residency declaration.

I declare that I am a tax resident in Malaysia only
I declare that I am a foreign tax resident (other than Malaysia). Please list all the countries in which you are foreign tax resident

Foreign Tax Residency Details

Country of Tax Residency	Tax Identification No

DOCUMENT UPLOAD

Kindly upload the necessary document(s) here. For a smooth account opening process, kindly ensure that those documents are virtually clear.(Valid attachment format : JPEG, DOC, DOCX, PDF, TIF, GIF, JPG)

Front ID image

Back ID image (applicable to all ID types except Passport)

REDEMPTION INSTRUCTIONS

Kindly provide your Malaysian banking account information accurately for redemption proceeds. The payment will only be made payable to the records specified below:

Phillip Mutual Berhad's best security practices are put in place to safeguard investors' fund and ensure that monies deposited to our eUnittust.com.my platform are from legitimate bank account holder.

Kindly upload the first page of bank account passbook or bank account statement which clearly displays bank name, bank account holder's name and banking account number.

(Valid attachment format : JPEG, DOC, DOCX, PDF, TIF, GIF, JPG)

	Bank Name	Bank Acc Currency	Bank Acc Number	Bank Acc Holder Name	Bank Statement Image
Default Bank

Note: Online account openings for individual applicants and joint applicants only have the Bank Account Currency Option of MYR – Malaysian Ringgit.

DECLARATION & ACCEPTANCE

I hereby confirm that all the information provided is true and accurate for purpose of account opening with Phillip Mutual Berhad (“PMB”) to invest in units of unit trust funds distributed by PMB as an Institutional Unit Trust Adviser (“IUTA”). I understood that PMB reserves the rights to reject the application and suspend login ID and any transactions performed if the information given is found not true. I confirm that I have received, read and fully understood the Terms and Conditions of the master account and the use of this website. I understood the notice concerning Privacy and Personal Data and hereby consent to the disclosure of information to the relevant entities including the regulatory bodies and law enforcement agencies, trustee(s), or any of PMB’s holding companies, subsidiaries or associated companies, or external third-party service providers, which provides services to PMB, within or outside Malaysia, for the purposes of the provision of financial services or any other purposes in relation to the unit trust investment account.

Notice for Online Transaction
PMB's online facilities (the https://www.eunittrust.com.my website) are supported by computer-based component systems for opening of account and other online transactions in relation to unit trusts. As with all facilities and computer systems, you will be exposed to the risks associated with the systems including the failure of hardware and software. The result of any system failure may cause a delay in processing your requests/transactions. You also acknowledge that you are exposed to the inherent risks of conducting internet transactions and that you assume such risks. You must at all times ensure that the integrity and security of the Login ID and Password (collectively known as “login credentials”) is preserved and maintained. You must ensure, inter alia, that there is no unauthorized use of the login credentials. You will forthwith on being aware of any unauthorized access or theft of the login credentials, notify PMB and provide such particulars as PMB may require and indemnify PMB for any loss and damage that you may incur as a consequence of such unauthorized access and use.

Click here to view the Terms & conditions of the Master account and use of the website, FATCA & CRS declaration and privacy & personal data policy.

Vulnerable Client Declaration

I hereby declare that i do NOT fall under the category below of a "Vulnerable Client", defined as an individual who, due to personal circumstances, may require additional financial advice and care. This includes individuals who:

Have impairments (hearing, visual, speech, physical, or learning);
Have experienced adverse life events causing temporary or long-term financial hardship (e.g., total permanent disablement or loss of main income bread winner);
Have limited financial means (e.g., low net worth, coupled with low income and or high debts against income, no savings);
Have an education level of Primary School or below;
Are uncomfortable using technology for investment purposes.

INDIVIDUAL APPLICANT DETAILS

Salutation

Name

Nationality

ID Number

Date of Birth

Country of Birth

City of Birth

Gender

Bumiputera Status

Race

Marital Status

Mother's Maiden Name

Email Address

Mobile Phone No.

Home/Secondary Phone No.

Residential Address

Postcode

City

State

Country

Correspondence Address

Postcode

City

State

Country

Occupation

Current Position

Company Name

Nature of Business

Description for Nature of Business

Company Address

Postcode

City

State

Country

Office Phone Number

Fax Number

Estimated Net Worth

Present Annual Income

Source of Fund

Purpose of Investment

FOREIGN ACCOUNT TAX COMPLIANCE ACT (“FATCA”) & COMMON REPORTING STANDARD (“CRS”)

Part A: Preliminary Identification

Are you a U.S. citizen or resident?

Is U.S. your place of birth?

Do you hold a current U.S. residence address / mailing address and US post office box?

Do you have a current U.S. number?

Standing instructions to pay amounts from Phillip Mutual account to an account maintained in the U.S.?

Part B: US Person Declaration

Part C: Tax Residency

Country of Tax Residency

Tax Identification No

Country of Tax Residency

Tax Identification No

BANK ACCOUNT DETAILS FOR REDEMPTION

Bank Name

Bank Account Currency

Bank Account Number

Bank Account Holder Name

1 + 3 =

VERIFICATION.

YOUR ACCOUNT OPENING PROCESS IS ALMOST COMPLETE!

For verification purposes, kindly make a verification transfer of as low as MYR1.00 from your bank account.
Successful fund transfer will be invested in our money market fund of your choice.

Fund

Amount (MYR)

Minimum: MYR 1.00

Bank

*Transfer from third party bank account may risk your application from being rejected.

I/We declare and confirm that I/we have read the electronic Prospectus and Product Highlight Sheet and fully understand the contents.

		YES	NO
1.	Are you a U.S. citizen or resident ? (U.S. Passport/green card holder, U.S. taxpayer, etc.)
2.	Is U.S. your place of birth ?
3.	Do you hold a current U.S. residence address / mailing address and U.S. post office box ?
4.	Do you have a current U.S. telephone number ?
5.	Standing instructions to pay amounts from Phillip Mutual account to an account maintained in the U.S. ?

-1

Registration ID

INDIVIDUAL ACCOUNT REGISTRATION

CONTACT DETAILS

FINANCIAL PROFILE

FOREIGN ACCOUNT TAX COMPLIANCE ACT (FATCA)

Part A: Preliminary Identification

Part B: U.S. Person Declaration

COMMON REPORTING STANDARD (CRS)

Tax Residency Declaration

DOCUMENT UPLOAD

Front ID image

Back ID image (applicable to all ID types except Passport)

REDEMPTION INSTRUCTIONS

DECLARATION & ACCEPTANCE

Vulnerable Client Declaration

YOUR ACCOUNT OPENING PROCESS IS ALMOST COMPLETE!

Unsuccessful

Unsuccessful

I am a U.S. person / U.S. Legal Entity(s) Please provide Form W-9
I am a Non-U.S. person with no U.S. Indicia
I am a Non-U.S. person / Non-U.S. Legal Entity(s) with one or more U.S.Indicia.⭐ Please provide Form W-8BEN/provide Form W-8BEN-E.