CIMB Wealth Advisors: FAQ regarding CIMB Unit Trust

· Professional Investment Services

· Diversification Opportunities

· Affordable

· Convenience

· Liquidity

· 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

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 14^th or 28^th of the month

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

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

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

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

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

· 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.

· 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.

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)

CIMB Wealth Advisors