Form & Processes for Phillip Mutual

You need to submit a complete set of documents to Phillip Mutual's Agent

Phillip Mutual has 2 methods to submit forms and register an account

1. Manual/Conventional

2. Online/Digital via www.fame.com.my

Phillip Mutual has 3 investment plans to select

1. Cash Plan / Lumpsum

2. Regular Saving Plan

3. EPF Plan

Unit Trust Cash Investment

1. For First Time Investor with Phillip Mutual Berhad

1. Fund Master Form (Account Opening Form)

2. Investor Suitability Assessment Form

3. Proof of Payment

4. Copy of investor NRIC

2. For Additional Investment

1. PMB Transaction Form

2. Investor Suitability Assessment Form

3. Proof of Payment

For transfer from Deceased to Administrator/Beneficiary

Refer to [1. First Time Investor with Phillip Mutual Berhad], no need proof of payment. but required [Transfer form]

https://www.phillipmutual.com/help-centre/forms/