top of page

Forms & Guide
(This webpage best view with computer and Microsoft Windows

Manulife Investment Management Services Berhad

A. Account Opening, 1st time invest 

1 Account Opening Form -Must be original from
2 Copy of NRIC - Front & back in one page
3 Original Bank in Slip or Online Transfer slip
4 Online Banking Account Holder Proof - Bank Logo, Account Number, Name is a must

 

Remarks:

1 MIM only accept money tranfer from investor's bank to MIM's bank account

2 Cash, Cash Deposit Machine, bank counter deposit not allowed for exceeding MYR5000 !!

3 Bank transfer from third party account will not be accepted

B. Additional Invest

1 Additional Invest Slip -Must be original from
2 Original Bank in Slip or Online Transfer slip
3 Online Banking Account Holder Proof - Bank Logo, Account Number, Name is a must

Remarks:

1 MIM only accept money tranfer from investor's bank to MIM's bank account

2 Cash, Cash Deposit Machine, bank counter deposit not allowed for exceeding MYR5000 !!

3 Bank transfer from third party account will not be accepted

C. Additional Invest (Provident Fund)

1 Additional Invest Slip -Must be original form
2 KWSP 9N(AHL) form -Must be original form with series number printing by company
3 NRIC Copy - front & back in A4 paper same page
 

Remarks:

1 Must use original form, which available from branches or agents.

D. Switching
 
1 Redemption Form 

Remarks:

1 Must use original form, which available from branches or agents, or online via Manulife Investment's iFunds

E. Redeem
 
1 Redemption Form 
 

Remarks:

1 Must use original form, which available from branches or agents, or online via Manulife Investment's iFunds

F. MISC.
 
1 Change of Servicing Adviser
2 Unit Holder Records maintenance 

 

Remarks:

1 MIM only accept money tranfer from investor's bank to MIM's bank account

2 Cash, Cash Deposit Machine, bank counter deposit not allowed for exceeding MYR5000 !!

3 Bank transfer from third party account will not be accepted

Phillip  Mutual Berhad

A. New Account Opening

1 Fund Master Form
2 Investor Suitability Assessment form-Individual
3 NRIC Copy (front & back)
4 Original Proof of payment 
 

Remarks:

1 Phillip Mutual only accept money tranfer from investor's bank to Phillip Mutual's bank account

2 Cash, Cash Deposit Machine, bank counter deposit not allowed for exceeding MYR5000 !!

3 Bank transfer from third party account will not be accepted

B. Additional Investment

1 Transaction Form
2 Investor Suitability Assessment form-Individual
3 NRIC Copy (front & back)
4 Original proof of payment

Remarks:

1 Phillip Mutual only accept money tranfer from investor's bank to Phillip Mutual's bank account

2 Cash, Cash Deposit Machine, bank counter deposit not allowed for exceeding MYR5000 !!

3 Bank transfer from third party account will not be accepted

D. Redeem

1 Transaction Form
2 Investor Suitability Assessment form-Individual
3 NRIC Copy (front & back)
4 Bank account proof
 

Remarks:

1. Phillip only accept investor personal bank account or joint investor bank account

E. Other

1 Internal Transfer form
 
PRS Nomination
 
1. PPA Nomination Form
2. NRIC Copy (front & back)
3. Form must be witnessed by an individual. Witness criteria are as follows:
  • Malaysian;
  • Above 18 years old;
  • Of sound mind; and
  • Witness cannot be a nominee, a PRS consultant, an officer of PPA or a PRS Provider or a spouse of the nominee.
e-Direct Debit Authorization (e-DDA)

1 e-DDA user Guide

TA Investment Management Berhad

A. Update Unit Holder Particular

1 Update of Unit Holder Particular

bottom of page