How to be an investor?

Be An Investor

Individuals and Corporate Investors can save and place theirs monies in unit trust savings and investments. Many individuals make financial plans and find unit trust as a convenient and suitable wealth accumulation instrument.

Unit Trust are very affordable (minimum initial investment RM1,000 with minimum additional investment RM100) and provides guaranteed buy back by unit trust company without any fixed maturity.
 
Unit Trust funds are managed by professional fund managers and qualified consultants. Thus, many corporate investors, co-operation, societies and the likes have Unit Trust as part of their placement and investment portfolio.

In addition, the array of funds, typically equity, bonds, money market, mixed funds and Syariah funds provide choices to match preference of investors.

How to invest ?
1. Individual investor can invest in Unit Trust via the following method :

1. Cash
2. EPF

Documents required :

1. Photocopy of IC
2. New Investor Form
3. Investment Application Form
4. KWSP 9N Form (for EPF mode of investment)
5. EPF Statement (for EPF mode of investment)

Contact me for the Forms and to complete the transaction and conclude the transaction.

2. Corporate investors can invest in Unit Trust by providing the following documents :

1. Form 9 – Certificate of Incorporation
2. Form 49 – Statement of Particulars (directors,
   managers, company secretary)
3. Board Resolution – who authorized to transact on
   behalf of corporate
4. Payment – cheque, bank draft or Telegraphic
   Transfer
5. IC Photocopies of persons authorized to transact
   on behalf corporate
6. New Investor Form
7. Investment Application Form

 Contact me for the Forms, to complete the transaction and conclude the transaction.



call me / whatsapp 0196739261 Tasha.unittrust@gmail.com / natashabaharom@gmail.com