Assessments

If you want to invest in high-risk or complex mutual funds, please perform the “Knowledge Assessment”.

1.

Select “Investments”


2.

Enter your 6-digit Mobile PIN or use Touch ID / Face ID / Finger Print

3.

Select “Assessments”

4.

Select “Suitability test” on the risk profile page

5.

Answer the questions, click “Next” for the next one. Please complete all 12 questions

6.

Click “Submit” once you complete all 12 questions and enter your 6-digit Mobile PIN if accessing using Touch ID / Face ID / Finger Print

7.

Successfully updated the assessment. The system will display your results.

1.

Select “Investments”


2.

Enter your 6-digit Mobile PIN or use Touch ID / Face ID / Finger Print

3.

Select “Assessments”

4.

Select “Knowledge assessment” and then “Assessments”

5.

Answer the questions, click “Next” for the next one. Please complete all 4 questions

6.

Click “Submit” once you complete all 4 questions and enter your 6-digit Mobile PIN if accessing using Touch ID / Face ID / Finger Print

7.

Successfully updated the assessment. The system will display your results.

Invest in Mutual Funds

1.

Select “Accounts”


2.

Enter your 6-digit Mobile PIN or use Touch ID / Face ID / Finger Print

3.

Select “plus” icon or “Add an account” below account lists to add your own accounts

 

You can also go to “More” and select “Add an account” to add your own account.

4.

Select “Mutual fund” account and enter your fund unit holder number. Once your account is added successfully, you will see the account added at “Accounts” screen.

1.

Select “Investments”


2.

Enter your 6-digit Mobile PIN or use Touch ID / Face ID / Finger Print

3.

Select “Mutual funds”

4.

Choose “My funds” to buy current funds on your list or choose “Other funds” to buy funds for the first time or during IPO

5.

Review the fund details and select “Buy” then read Terms and Conditions and select “Accept”

6.

Choose your account for payment, enter amount, and read the fund details before selecting “Next”

7.

Check transaction details and select “Confirm”

8.

Once the transaction is completed, you will receive your e-slip which you can share immediately.

1.

Select “Investments”


2.

Enter your 6-digit Mobile PIN or use Touch ID / Face ID / Finger Print

3.

Select “Mutual funds” then choose your preferred fund

4.

Check fund details and select “Sell” then read Terms and Conditions and select “Accept”

5.

Enter amount or number of units then select “Next”

6.

Check transaction details and select “Confirm”

7.

Once the transaction is completed, you will receive your e-slip which you can share immediately.

1.

Select “Investments”


2.

Enter your 6-digit Mobile PIN or use Touch ID / Face ID / Finger Print

3.

Select “Mutual funds”

4.

Choose your preferred fund and select “Switch”

5.

Choose “My funds” to switch between your existing funds or choose “Other funds” to make a first-time switch order and click “Confirm” then read Terms and Conditions and click “Accept”

6.

Enter number of units and select “Next”

7.

Check transaction details and select “Confirm”

8.

Once the transaction is completed, you will receive your e-slip which you can share immediately.

1.

Go to “Investments” menu then select “Mutual funds”

 

2.

Click “…” on top right corner

 

3.

Select “Certificate of Tax-Saving Funds Purchase”

 

4.

Select “Year” and “Unit Holder Number” that you would like to download

 

5.

Select to download or send e-mail for certificate of selected tax-saving funds purchase

 

VDO Clip