forms & FAQ
Phillip Mutual Berhad is a leading mutual fund distribution platform in Malaysia’s unit trust industry
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Phillip Mutual Berhad partners with 36 unit trust management companies nationwide, offering a wide range of investment products. Phillip Mutual distributes these unit trust investments through its extensive agency network and digital platforms.
Processes and forms
phillip mutual berhad
This is the process description that highlights its unique selling points and value proposition.
account opening
New Account Opening
additional investment
Additional Investment
switching
Switching
Switching
Redeem(phillip mutual berhad)
Phillip’s Transaction Form(v202409)
Phillip’s Investor Suitability Assessment Form – Individual(v2025/08)
NRIC Copy (front & back in one page)
Bank account proof (Investor personal or joint bank account only)
Redeem(KAF Investment Funds Berhad)
KAF Investment Funds’s Repurchase(Redemption)/Cooling-Off Form(Individual)-IUTA Form
KAF Investment Funds’s Change of Details Form
NRIC Copy (front & back in one page)
Bank account proof (Investor personal or joint bank account only)
Manulife Investment Management (M) Berhad
This is the process description that highlights its unique selling points and value proposition.
account opening
New Account Opening
additional investment
Additional Investment Slip (MIM(M)/UT/AI-I202301)
Bank in Slip (if at bank counter, must use personal bank account, refer sample from Maybank, Maybank charging RM5 for this service)
Online Transfer Slip (if Online Payment)
Bank Account Proof (if Online Transfer)
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