Tuesday, October 21, 2008

FAQ regarding CIMB Unit Trust

  1. Why would I want to invest in unit trust?

· Professional Investment Services

· Diversification Opportunities

· Affordable

· Convenience

· Liquidity

  1. What are the types of investment plans available?

· Cash - Lump Sum Investment or Cash Plan

· Cash - Regular Investment Plan (Auto Debit or Standing Instruction via Bank Accounts / Auto Payment via CIMB Credit Card)

· EPF Investment Scheme

· Loan Plan

  1. What is a Regular Investment Plan via Autodebit or Standing Instruction via Bank Accounts / Auto-Payment via CIMB Bank Credit Card?
    It is a facility that allows you to auto deduct a fixed amount of money every month from your bank accounts or credit card for the purpose of investing into specific unit trust funds. The banks that offer such a facility with CIMB Wealth Advisors and their respective dates of deduction are as follows:

Autodebit or Standing Instruction via Bank Accounts:

· Maybank : Every 14th or 28th of the month

· CIMB : Every 10th or 20th of the month

· BSN : Every 5th or 19th of the month

· EON : Every 8th or 16th of the month

· RHB : Every 12th or 25th of the month

Auto Payment via CIMB Bank Credit Card: Every 7th of the month

  1. Who can Invest?

· Malaysian or Non- Malaysian (expatriate working / residing in Malaysia) individuals aged 18 years and above.

· Malaysian or Non-Malaysian with registered Company or incorporated bodies, operating in Malaysia.

Note: All businesses operating in Malaysia must register with ROC / ROB.

  1. Where can I invest?

· CIMB Wealth Advisors’s home office in Damansara Utama

· CIMB Wealth Advisors’s regional / branch offices

· CIMB Wealth Advisors’s sales offices

If you would like us to send someone to personally assist you, please contact our Customer Care Centre at 03 – 7718 3000.

  1. Will I get a confirmation on my unit trust investment?
    Yes. You will receive the following:

· Confirmation Advice Slip (CAS) for every investment (excluding Auto Debit which will be sent to you by ordinary mail)

· Yearly Statement of Account

· Unit Split Statement / Distribution Statement (if any)

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