Mutual Funds

1.

Select “Investments”


2.

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

3.

Select “Mutual funds”

4.

For customers who do not have a mutual fund account, select “Open account”

Customers who already have a mutual fund account can open other types of mutual fund accounts by selecting “Other funds”. Then select your preferred fund and select “Buy”.

5.

Select asset management company and select the fund


6.

Enter your 6-digit Mobile PIN if you access with Touch ID / Face ID / Fingerprint

Then, read the terms and conditions and select “Next”

7.

Read the Market Conduct and select “Confirm”

8.

Enter Citizen ID information and select “Next”

9.

Answer 3 questions in the Form for Declaration of Status of Customer as U.S. Person or Non-U.S. Person (FATCA) and select “Accept”

10.

Enter your personal information and select “Next”

11.

Select an account to receive fund redemption and dividends and select “Next”

12.

Select a channel to receive investment related documents and select “Next”

13.

Complete the Suitability Test and select “Next”

If you have completed the test before, the system will take you to the next step.

14.

Review the information and select “Next”

15.

Take a selfie photo to verify your identity with facial recognition, fit your face in the frame and follow the instructions

16.

Enter your 6-digit Mobile PIN to confirm your mutual funds account opening

17.

Account(s) successfully opened

1.

Select “Accounts”


2.

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

3.

Click “...” at the top right corner or “Add an account” below account lists to add your own account

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 / Fingerprint

3.

Select “Mutual funds”

4.

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

5.

Review the fund details and select “Buy”

Then read the Terms and Conditions and select “Accept”

6.

Select your preferred fund and 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 / Fingerprint

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 / Fingerprint

3.

Select “Mutual funds”

4.

Select your preferred fund and select “Switch”

5.

Select “My funds” to switch between your existing funds or select “Other funds” to make a first-time switch order and select “Confirm”

Then read the Terms and Conditions and select “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.

Select “Investments”


2.

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

3.

Select “Mutual funds”

4.

Select “DCA”. You can do so via two methods

4.1

Select “DCA” from the shortcuts menu (the + sign) of your preferred fund

or

4.2

Select your preferred fund and select “DCA” on the fund details screen

Then, read terms and conditions and select “Accept”

5.

Read the fact sheet and select “Accept”

6.

Select an account for direct debit and then select the
1) Monthly deduction amount
2) Starting and ending month and year
3) Day of deduction,
or select “Not specified” if you do not want to specify an ending period

Enter the mobile number registered with Bangkok Bank Mobile Banking to receive an SMS in case the transaction fails

Accept that you have read the fund details before deciding to invest and select “Next”

7.

Check transaction details and select “Confirm”

8.

DCA successfully subscribed

1.

Select “Investments”


2.

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

3.

Select “Mutual funds”

4.

Select “On Order”

5.

Select “Go to cancel order page”

6.

Select an order to cancel

7.

Review the information and select “Cancel this order”

8.

Select “Yes” to confirm the cancellation of this order

Enter your 6-digit Mobile PIN, if you accessed by Touch ID / Face ID / Fingerprint

9.

Order successfully canceled

1.

Select “Investments”


2.

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

3.

Select “Mutual funds”

 

4.

Click “…” on top right corner

 

5.

Select “Yearly tax saving funds investment” to see the total balance of funds you bought from the latest calendar year or select “v” to go to the previous year


6.

Select “Certificate of Tax-Saving Funds Purchase”

7.

Select “Year” and “Unit holder number”

 

8.

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

 

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 / Fingerprint

3.

Select “Assessments”

4.

Select “Knowledge test” and select “Knowledge test for subordinated perpetual bonds”

5.

Complete all 7 questions by pressing “Next” to the next item

6.

Press “Submit” when completing 7 questions, and Enter your 6-digit Mobile PIN in case of accessing with Touch ID / Face ID / Fingerprint

7.

Successfully updated the assessment. Display with the assessment results

1.

Select “Investments”


2.

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

3.

Select “Assessments”

4.

Select “Risk profile” and select “Suitability test”

5.

Answer the questions and select “Next” for the next one. Please complete all 12 questions

6.

Select “Submit” once you complete all 12 questions and enter your 6-digit Mobile PIN if you access with Touch ID / Face ID / Fingerprint

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 / Fingerprint

3.

Select “Assessments”

4.

Select “Knowledge assessment” and select “Assessments”

5.

Answer the questions and select “Next” for the next one. Please complete all 4 questions

6.

Select “Submit” once you complete all 4 questions and enter your 6-digit Mobile PIN if you access with Touch ID / Face ID / Fingerprint

7.

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

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