What is your current age?
51 & above
35 to 50
below 35
How will you classify yourself as an investor?
No experience
1 -3 years experience
Very experience
Do you have any understanding on unit trust investment?
Not understand at all
Some understanding
Understand fully
What is your investment objective?
To achieve income/returns slightly better than bank savings/fixed deposits
To achieve income & capital growth
To achieve capital growth
What is the expected duration for this investment?
Less than 3 years
3 to 5 years
More than 5 years
Which of the following statement best describe you?
I cannot accept any capital loss
If my investment drop by 5%-10%, I will do dollar cost averaging or wait for it to appreciate
I am a long term investor and am not overly concerned about short term market trend
Total Points :
Last Updated Risk Profile :
Your risk appettite is : Not Available
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I hereby confirm that all the information provided is true and accurate for purpose of account opening with Phillip Mutual Berhad (“PMB”) to invest in units of unit trust funds distributed by PMB as an Institutional Unit Trust Adviser (“IUTA”). I understood that PMB reserves the rights to reject the application and suspend login ID and any transactions performed if the information given is found not true. I confirm that I have received, read and fully understood the Terms and Conditions of the master account and the use of this website. I understood the notice concerning Privacy and Personal Data and hereby consent to the disclosure of information to the relevant entities including the regulatory bodies and law enforcement agencies, trustee(s), or any of PMB’s holding companies, subsidiaries or associated companies, or external third-party service providers, which provides services to PMB, within or outside Malaysia, for the purposes of the provision of financial services or any other purposes in relation to the unit trust investment account.
Notice for Online Transaction
PMB's online facilities (the https://www.eunittrust.com.my website) are supported by computer-based component systems for opening of account and other online transactions in relation to unit trusts. As with all facilities and computer systems, you will be exposed to the risks associated with the systems including the failure of hardware and software. The result of any system failure may cause a delay in processing your requests/transactions. You also acknowledge that you are exposed to the inherent risks of conducting internet transactions and that you assume such risks. You must at all times ensure that the integrity and security of the Login ID and Password (collectively known as “login credentials”) is preserved and maintained. You must ensure, inter alia, that there is no unauthorized use of the login credentials. You will forthwith on being aware of any unauthorized access or theft of the login credentials, notify PMB and provide such particulars as PMB may require and indemnify PMB for any loss and damage that you may incur as a consequence of such unauthorized access and use.
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I am a PEP
I am not a PEP
Definition of Politically Exposed Person (PEP) are as follow:
The definition of PEP is not intended to cover middle ranking or more junior individual in the foregoing categories.
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