Calvin Kho Ming Soon
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Group Financial Consultant with Phillip Mutual Bhd since 2020
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Group Consultancy Manager with BOS Wealth Management Bhd (formerly known as Pacific Mutual Fund Bhd) from 1995 to 2020
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Certified member of CFP certification program with Financial Planning Association of Malaysia(FPAM) since 2012
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Bintulu Liason officer at Financial Planning Association of Malaysia (FPAM) Sarawak Chapter
Table of Content
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 platform
Please click the below link to open an online account in eUnittrust of Phillip Mutual Berhad. 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 RM100 on this time to take advantage on the roundup benefit on monthly income distribution)
Also please ensure that you have the following picture(much less than 2 mega bytes) 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)
https://www.eunittrust.com.my/home/Register?QWNjVHlwZT1VVFdyYXAmV3JhcEZlZT0wLjAwJkFDb2RlPVBNRjAwNjU2
Kho Ming Soon, Calvin.
Tel: 0168898789 (wechat, whatsapp, zoom)
Email: calvinkho@gmail.com (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.
Why eUnittrust
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.
eUnittrust Comparison To Other Unit Trust Fund Distributors
Charges & Fee
Range of Products
Research Report
eUnittrust
Sales Charges:
Maximum 0% to 1.5%
Fund Management Fee:
Varies depending on different funds redemption Fee and other charges will be charged for specific funds
25 Unit Trust Management Companies(UTMC), more than 500 funds
Independent research reports by PhillipCapital Malaysia Research Team through Phillip Fund Focus & Allocator
Retail Platforms
Sales charge:
Maximum 2% to 5%
Fund Management Fee:
Varies for different funds Redemption Fee and other charges will be charged for specific funds
Limited
Limited or only provided by third
parties
Banks or Agents
Sales Charge:
Maximum 5% to 6%
Fund Management Fee:
Varies for different funds Redemption Fee and other charges will be charged for specific funds
Limited to banks UTMC or funds under one fund house
Limited, provided directly to investors
Document Required to open account :
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Malaysian : Photocopy of NRIC
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Foreigner : Photocopy of Passport
Document Required to open account :
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Malaysian : Photocopy of NRIC
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Foreigner : Photocopy of Passport
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Below 18 years old : Photocopy of Birth Certificate
5 simple steps open account and invest
Phillip Mutual's eUnittrust platform
2
Verify your identity via your handphone number
[Verify]
3
Update employment, FATCA (1), CRS (2) forms
[Fill digital form]
1. Fareign Account Tax Compliance Act,
2. Common Reporting Standard
4
Scan & upload NRIC/Passport
[Pending approval]
5
P/S: Take advantage of round up benefit on Phillip Money Market fund monthly declare income distribution, please invest RM10!