Build reserve for future cashflow
016 870 1632
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Senior Financial Consultant with Phillip Mutual Bhd since 2020
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Consultancy Manager with BOS Wealth Management Bhd (formerly known as Pacific Mutual Fund Bhd) from 1995 to 2020
Honour Roll
2004, Pacific Mutual Elite Club qualifier
2005, Pacific Mutual Elite Club qualifier
2006, Pacific Mutual Elite Club qualifier-Taipei
2007, Pacific Mutual Elite Club qualifier-Bali
2008, Pacific Mutual Elite Club qualifier and Category 2nd runner up
2009, Pacific Mutual Elite Club qualifier
2010, Pacific Mutual Elite Club qualifier
2011, Pacific Mutual Elite Club qualifier
Never fully invest at ALL time
Dana Makmur Pheim won 50 Lipper Fund Awards in 19 years
Dana Makmur Pheim has consistently outperformed the market and ranked top quartile for rolling back 15 years
Sales Charges: 5%
RM10 as investment to opening account with eUnittrust
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)
https://www.eunittrust.com.my/Home/openAcc?QWNjVHlwZT1VVFdyYXAmV3JhcEZlZT0wLjAwJkFDb2RlPVBNRjAyODMw
Chieng Tiong Chin, Steve,
Tel: 0168701 632 (whatsapp)
Email: czectc@gmail.com
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.
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Why eUnittrust.com.my
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.
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
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
The Smart, Flexible & Affordable
Ways To Invest In Unit Trust Scheme
Cash Plan or Lump Sum Investments
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.
EPF Members Investment Scheme
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.
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!