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Mutual Funds

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1.
Select "Investments"
2.
Enter your 6-digit Mobile PIN or use Touch ID / Face ID / Fingerprint
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3.
Select "Mutual funds"
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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”.
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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"

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7.
Read the Market Conduct and select "Confirm"
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8.
Enter Citizen ID information and select "Next"
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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"
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10.
Enter your personal information and select "Next"
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11.
Select an account to receive fund redemption and dividends and select "Next"
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12.
Select a channel to receive investment related documents and select "Next"
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13.

Complete the Suitability Test and select "Next"
 

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

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14.
Review the information and select "Next"
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15.
Take a selfie photo to verify your identity with facial recognition, fit your face in the frame and follow the instructions
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16.
Enter your 6-digit Mobile PIN to confirm your mutual funds account opening
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17.
Account(s) successfully opened
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Open Account
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1.
Select “Accounts”
2.
Enter your 6-digit Mobile PIN or use Touch ID / Face ID / Fingerprint
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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.
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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.
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Add Account
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1.
Select “Investments”
2.
Enter your 6-digit Mobile PIN or use Touch ID / Face ID / Fingerprint
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3.
Select "Mutual funds"
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4.
Select "My funds" to buy current funds on your list or select "More funds" to buy funds for the first time or during IPO
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5.
Read the fact sheet and select "Accept"
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6.

Review the fund details and select "Buy"

 
Then read the Terms and Conditions and select "Accept"

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7.
Select your preferred fund and account for payment, enter amount, and read the fund details before selecting "Next"
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8.
Check transaction details and select "Confirm"
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9.
Once the transaction is completed, you will receive your e-slip which you can share immediately.
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Buy
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1.
Select "Investments"
2.
Enter your 6-digit Mobile PIN or use Touch ID / Face ID / Fingerprint
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3.
Select "Mutual funds" then choose your preferred fund
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4.
Check fund details and select "Sell" then read Terms and Conditions and select "Accept"
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5.
Enter amount or number of units then select "Next"
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6.
Check transaction details and select "Confirm"
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7.
Once the transaction is completed, you will receive your e-slip which you can share immediately.
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Sell
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1.
Select "Investments"
2.
Enter your 6-digit Mobile PIN or use Touch ID / Face ID / Fingerprint
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3.
Select "Mutual funds"
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4.
Select your preferred fund and select "Switch"
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5.

Select "My funds" to switch between your existing funds or select "More funds" to make a first-time switch order and select "Confirm"
 

Then read the Terms and Conditions and select "Accept"

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6.
Enter number of units and select "Next"
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7.
Check transaction details and select "Confirm"
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8.
Once the transaction is completed, you will receive your e-slip which you can share immediately.
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1.
Select "Investments"
2.
Enter your 6-digit Mobile PIN or use Touch ID / Face ID / Fingerprint
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3.
Select "Mutual funds"
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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

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4.2
Select your preferred fund and select "DCA" on the fund details screen
 
Then, read terms and conditions and select "Accept"
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5.
Read the fact sheet and select "Accept"
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6.

Select an account for direct debit and then select the

1) Monthly deduction amount

2) Starting and ending month and year

or select "Not specified" if you do not want to specify an ending period

3) Day of deduction,
 
Accept that you have read the fund details before deciding to invest and select "Next"

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7.
Check transaction details and select "Confirm"
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8.
DCA successfully subscribed
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Subscribe to DCA
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1.
Select "Investments"
2.
Enter your 6-digit Mobile PIN or use Touch ID / Face ID / Fingerprint
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3.
Select "Mutual funds"
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4.
Select "On Order"
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5
Select "Go to cancel order page"
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6.
Select an order to cancel
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7.
Review the information and select "Cancel this order"
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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
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9.
Order successfully canceled
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Cancel
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Request for income tax exemption

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showArrowsDots
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1.
Select "Investments"
2.
Enter your 6-digit Mobile PIN or use Touch ID / Face ID / Fingerprint
showArrowsDots
withDefaultImage
3.
Select "Mutual funds"
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4.
Click "..." at top right corner
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5.
Select "Request for income tax exemption from tax-saving funds"
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6.
Select asset management company you want to request for income tax exemption
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7.
Review the request details and select "Confirm"
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8.
Request Successful
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Assessments

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

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1.
Select "Investments"
2.
Enter your 6-digit Mobile PIN or use Touch ID / Face ID / Fingerprint
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3.
Select "Assessments"
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4.
Select “Knowledge test” and select “Knowledge test for subordinated perpetual bonds”
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5.
Complete all 7 questions by pressing "Next" to the next item
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6.
Press "Submit" when completing 7 questions, and Enter your 6-digit Mobile PIN in case of accessing with Touch ID / Face ID / Fingerprint
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7.
Successfully updated the assessment. Display with the assessment results
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Knowledge Test
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1.
Select "Investments"
2.
Enter your 6-digit Mobile PIN or use Touch ID / Face ID / Fingerprint
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3.
Select "Assessments"
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4.
Select "Risk profile" and select "Suitability test"
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5.
Answer the questions and select "Next" for the next one. Please complete all 12 questions
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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
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7.
Successfully updated the assessment. The system will display your results.
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1.
Select "Investments"
2.
Enter your 6-digit Mobile PIN or use Touch ID / Face ID / Fingerprint
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3.
Select "Assessments"
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4.
Select "Knowledge assessment" and select "Assessments"
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5.
Answer the questions and select "Next" for the next one. Please complete all 4 questions
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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
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7.
Successfully updated the assessment. The system will display your results.
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Knowledge Assessment
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TOOLS & ASSISTANCE

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