Forms & Guide
(This webpage best view with computer and Microsoft Windows
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
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
C. Switching
1 Transaction Form
2 Investor Suitability Assessment form-Individual
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. Regular Savings Plan
1 Direct Debit Authorisation Form (Public Bank Berhad / Public Islamic Bank Berhad)
2 Transaction form (Phillip Mutual Berhad)
3 Investor Suitability Assement Form-Individual (Plillip Mutual Berhad)
F. Other
1 Internal Transfer form
AHAM Asset Management Berhad
Invest Transaction
Investment by Cheque
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Cheque Pay to "AHAM Asset Management Berhad-CTA", then photocopy both side with A4 paper in one page
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Deposit cheque into Maybank account number 514084581534
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Scan the cheque copy and MBB cheque machine slip
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Digital submission to https://transaction.aham.com.my/
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Click "Log In"
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Type "Agent Email" into "Email Address" and "password" into "Password", click "Sign In'
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Type "Client Name' into "Quick Search", then click "Client Name"
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Your Client Detail page pop-up, Click "Transact" in "Quick Action" menu bar
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Scroll down then change 'Transact' to "Top Up", type "Amount', Click "Add to Cart"
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Click "Cart" icon at top right corner, tick "Box" "Invest" panel
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Click "Check Out", then click "Declaration"
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Tick "Personal Advise", then select "Fund Name" , click "Proceed"
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Change "Payment Method' to "Cheque / Bank"
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Upload "Pre Scan Bank Deposit Slip" & "Pre Scan Cheque", click "Submit Payment"
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Investment by Cash deposit into Maybank Cash Deposit Machine (Not allowed for Investor age 55 & above)
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Press [Enter] at Maybank ATM machine,
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Select [CDM]
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Select [other]
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Type [035] AHAM Asset Management PRS
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Type [your NRIC] & [Mobile Phone Number]
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Place money into machine slot
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Re-confirm the [amount] [ NRIC] [Mobile Number]
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Get the [original CDM receipt] and pass to Agent with signed [Transaction form] [ISAF form]
Update Suitability Assessment Test (SAT)
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Click "Log In"
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Type "Agent Email into Email Address" and "password" into "password", Click "Sign In"
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Type "Client Name' into "Quick Search", then click "Client Name"
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Your Client Detail page pop-up, Click "Update SAT" in "Quick Action" menu bar
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Click " +Update ", then fill all required information, then click "Next", Cliet information page pop up, fill up or change if necessary, then click 'Next", click "Add to Cart"
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Click "Cart" Icon on top right corner, Tick 'Empty Box" in "Click Info Update", "Suitability Assessment Test", Click "Check Out", Click "Declaration"
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Based on your assessment, is the investor a VI ? tick "No", then select your observation, click "Submit"
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Print screen the completion page, then whatsapp to client. Call you client to approve via email.
Redeem Transaction
PRS Nomination
1. PPA Nomination Form
2. NRIC Copy (front & back)
3. Form must be witnessed by an individual. Witness criteria are as follows:
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Malaysian;
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Above 18 years old;
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Of sound mind; and
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Witness cannot be a nominee, a PRS consultant, an officer of PPA or a PRS Provider or a spouse of the nominee.