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A. Account Opening, 1st time invest 

1 Account Opening Form -Must be original from
2 Copy of NRIC - Front & back in one page
Original Bank in Slip or Online Transfer slip
4 Online Banking Account Holder Proof -
Bank Logo, Account Number, Name is a must

 

Remarks:

1 MIM only accept money tranfer from investor's bank to MIM's bank account

2 Cash, Cash Deposit Machine, bank counter deposit not allowed for exceeding MYR5000 !!

3 Bank transfer from third party account will not be accepted

B. Additional Invest

1 Additional Invest Slip -Must be original from
2 Original Bank in Slip or Online Transfer slip
3 Online Banking Account Holder Proof - Bank Logo, 
Account Number, Name is a must

Remarks:

1 MIM only accept money tranfer from investor's bank to MIM's bank account

2 Cash, Cash Deposit Machine, bank counter deposit not allowed for exceeding MYR5000 !!

3 Bank transfer from third party account will not be accepted

C. Additional Invest (Provident Fund)

1 Additional Invest Slip -Must be original form
2 KWSP 9N(AHL) form -Must be original form with series number printing by company
3 NRIC Copy - front & back in A4 paper same page
 

Remarks:

1 Must use original form, which available from branches or agents.

D. Switching
 
1 Redemption Form 

Remarks:

1 Must use original form, which available from branches or agents, or online via Manulife Investment's iFunds

E. Redeem
 
1 Redemption Form 
 

Remarks:

1 Must use original form, which available from branches or agents, or online via Manulife Investment's iFunds

F. MISC.
 
1 Change of Servicing Adviser
Unit Holder Records maintenance 

 

Remarks:

1 MIM only accept money tranfer from investor's bank to MIM's bank account

2 Cash, Cash Deposit Machine, bank counter deposit not allowed for exceeding MYR5000 !!

3 Bank transfer from third party account will not be accepted

A. New Account Opening

1 Fund Master Form
2 Investor Suitability Assessment form-Individual
3 NRIC Copy (front
& back)
4 Original Proof of payment 

 

Remarks:

1 Phillip Mutual only accept money tranfer from investor's bank to Phillip Mutual's bank account

2 Cash, Cash Deposit Machine, bank counter deposit not allowed for exceeding MYR5000 !!

3 Bank transfer from third party account will not be accepted

B. Additional Investment

1 Transaction Form
2 Investor Suitability Assessment form-Individual
3 NRIC Copy (fr
ont & back)
4 Original proof of payment


Remarks:

1 Phillip Mutual only accept money tranfer from investor's bank to Phillip Mutual's bank account

2 Cash, Cash Deposit Machine, bank counter deposit not allowed for exceeding MYR5000 !!

3 Bank transfer from third party account will not be accepted

D. Redeem

1 Transaction Form
2 Investor Suitability Assessment form-Individual
3 NRIC Copy (front & back)
4 Bank account proof

 

Remarks:

1. Phillip only accept investor personal bank account or joint investor bank account

E. Other

1 Internal Transfer form
 

AHAM Asset Management Berhad

Invest Transaction

Investment by Cheque

  1. Cheque Pay to "AHAM Asset Management Berhad-CTA", then photocopy both side with A4 paper in one page

  2. Deposit cheque into Maybank account number 514084581534

  3. Scan the cheque copy and MBB cheque machine slip

  4. Digital submission to https://transaction.aham.com.my/

    • Click "Log In"​

    • Type "Agent Email" into "Email Address" and "password" into "Password", click "Sign In'

    • Type "Client Name' into "Quick Search", then click "Client Name"

    • Your Client Detail page pop-up, Click "Transact" in "Quick Action"  menu bar

    • Scroll down then change 'Transact' to "Top Up", type "Amount', Click "Add to Cart"

    • Click "Cart" icon at top right corner, tick "Box" "Invest" panel

    • Click "Check Out", then click "Declaration"

    • Tick "Personal Advise", then select "Fund Name" , click "Proceed" 

    • Change "Payment Method' to "Cheque / Bank"

    • Upload "Pre Scan Bank Deposit Slip" & "Pre Scan Cheque", click "Submit Payment"

 

Investment by Cash deposit into Maybank Cash Deposit Machine (Not allowed for Investor age 55 & above)

 

  1. Press [Enter] at Maybank ATM machine,

  2. Select [CDM] 

  3. Select [other]

  4. Type [035] AHAM Asset Management PRS

  5. Type [your NRIC] & [Mobile Phone Number] 

  6. Place money into machine slot

  7. Re-confirm the [amount] [ NRIC] [Mobile Number]

  8. Get the [original CDM receipt] and pass to Agent with signed [Transaction form] [ISAF form]

Update Suitability Assessment Test (SAT)

  • Click "Log In"

  • Type "Agent Email into Email Address" and "password" into "password", Click "Sign In"

  • Type "Client Name' into "Quick Search", then click "Client Name"

  • Your Client Detail page pop-up, Click "Update SAT" in "Quick Action"  menu bar

  • Click " +Update ", then fill all required information, then click "Next", Cliet information page pop up, fill up or change if necessary, then click 'Next", click "Add to Cart"

  • Click "Cart" Icon on top right corner, Tick 'Empty Box" in "Click Info Update", "Suitability Assessment Test", Click "Check Out", Click "Declaration"

  • Based on your assessment, is the investor a VI ? tick "No", then select your observation, ​click "Submit"

  • Print screen the completion page, then whatsapp to client. Call you client to approve via email.

​​
 

Redeem Transaction

PRS Nomination
 
1. PPA Nomination Form
2. NRIC Copy (front & back)
3. Form must be witnessed by an individual. Witness criteria are as follows:
  • Malaysian;
  • Above 18 years old;
  • Of sound mind; and
  • Witness cannot be a nominee, a PRS consultant, an officer of PPA or a PRS Provider or a spouse of the nominee.
e-DirectDebit Authorization (e-DDA)
1 e-DDA user Guide



Change / Termination of Direct Direct Service
1 DirectDebit Authorization Form (MBB) or (OCBC) #1
2 Request For Change Form


#1 Must use original form
 

A. Update Unit Holder Particular

1 Update of Unit Holder Particular

2 Switching

3 Redeem

A. Investment
 
B. Switching
 
C. Redeem

click [HongLeong Asset Management] link to print various form
 
A. Investment
 
B. Switching
 
C. Redeem

click [HongLeong Asset Management] link to print various form
 
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