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Group Financial Consultant with Phillip Mutual Bhd since 2020
Group Consultancy Manager with BOS Wealth Management Bhd (formerly known as Pacific Mutual Fund Bhd) from 1995 to 2020
Senior Group Manager with Affin Hwang Asset Management Bhd since 2016 on Private Retirement Scheme (PRS)
Certified Financial Planner status with Financial Planning Association of Malaysia(FPAM) since 2012
Bintulu Liason officer at Financial Planning Association of Malaysia (FPAM) Sarawak Chapter
Youth Secretary of Persatuan Hii(Kho) Bahagian Bintulu from 2014 till 2020
Committee Member at Bintulu Chinese Chamber of Commerce & Industry (BCCCI) from 2019 to 2021
The Smart, Flexible & Affordable
Ways To Invest In Unit Trust Scheme
Lump Sum Plan
This is where an investor has a lump sum amount to invest into a unit trust fund. Over a period of time, the value of initial investment may increase as income may be earned by the fund, or may decrease as the market value of the underlying assets of the unit trust fund may fall.
Regular Saving Plan
An investor may invest in unit trusts funds by making regular (e.g. monthly or quarterly) investments to their fund. This may be a more disciplined approach to invest in unit trust funds. By making equal and regular contributions over a period of time, this may reduce the impact of market volatility. This is commonly known as dollar cost averaging.
Investors may also invest into unit trust funds from their EPF Account 1 if he or she is eligible. EPF members can refer to their EPF statement as well as the Basic Savings Table to check their eligibility and quantum of investment allowed.
Buy Term Invest The Difference
"Buy term, invest the rest" is a common saying in the financial industry. How can you benefit financially from using this strategy in your financial portfolio?
Here is a guide to the "buy term, invest the rest" strategy for your better understanding. More
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Guide to Sign up "eUnittrust" online
Sign up an account with "eunittrust" now!
Now you can invest unit trust from 0% to1.5% sales charges only !
(0% sales charge during campaign time)
Herewith the link for Online Account Registration with eUnittrust
Please click the below link to open an online account in eUnittrust of Phillip Mutual Fund. You need to fill up 5 Forms as follows:
1) Applicant Application Details,
2) Employment Details
3) Foreign Account Tax Compliance Act(FATCA),
4) Common Reporting Standard(CRS),
5) Investor Suitability Assessment Form(ISAF).
eUnittrust will debit RM1 from your account to validate your account with Philip Mutual for as an investment in Phillip Money Market Fund (i recommend you invest RM10 on this time to take advantage on the roundup benefit on monthly income distribution)
Also please ensure that you have the following picture ready stored in your phone/computer.:
1) NRIC Front
2) NRIC Back
All the above need to be uploaded together with your application during final steps.
Should you have any queries, please do not hesitate to contact me.
Please click below to register eUnittrust (operated by Phillip Mutual as a online platform)
Kho Ming Soon, Calvin.
Tel: 0168898789 (wechat, whatsapp, zoom)
Email: firstname.lastname@example.org (google meet)
Is My Consultant Authorised?
This online verification is intended to facilitate members of the public to ascertain whether individuals they are dealing with, for purposes of investment or contribution into unit trust schemes or private retirement schemes, are registered with FIMM as Consultants. Only individuals registered with FIMM as Consultants are authorised to promote, market and distribute unit trust schemes and private retirement schemes. Members of the public are advised to report to FIMM at 03-2092 3800, or the Securities Commission Malaysia, if they encounter unauthorised individuals promoting, marketing and distributing unit trust schemes or private retirement schemes.
Diversified Investment Portfolio
Build and manage a comprehensive and diversified investment portfolio in one single platform without the hassle of going to different fund house.
Live Chat Support
Quick assistance from our client service team Monday to Friday (9.00am – 6.00pm).
One Stop Platform
Over 500 different global or local Malaysia unit trust funds available for purchasing online
Secured Online Transactions
FPX (Financial Process Exchange) gateway enables secured online payment from participating major Malaysian internet banking account.
Real Time Unit Trust Fund Information
Comprehensive information on daily prices, fund performances, with tables and chart to assist investors in making better investments.
Easy Access & Free Account Opening
Easy, simple and user friendly platform. Opening an account is FREE.
Terms & Conditions
Investor must be 18 years old and above
Applicable to both individual and joint accounts
Investors are required to perform a RM10 one-off fund transfer from your own Malaysian online banking account to fit our account opening verification purposes. Upon successful verification, the RM10 will be invested to Phillip Master Money Market Fund.
Transfer from 3rd party account is not encouraged and may risk your application of being rejected.
For withdrawal requests received after 9.45am, the withdrawal proceeds shall be paid on the next business day.
The information contained within this website landing page only highlights the key features and risks of this unlisted capital market product.
We recommend that you read the Fund Fact Sheet (FFS) Product Highlights Sheet (PHS) together with the Master Prospectus (Phillip Master Money Market Fund) its supplementary prospectus.
You are advised to request, read and understand the Master Prospectus (Phillip Master Money Market Fund) before you invest.