Institutional Investor Forms
What do you need to open an account or to invest?
| Document Checklist |  |
New Investor (Unit Trust Fund)
| Account Opening Booklet | |
| Transaction Form | |
| Suitability Assessment Form | |
| Client Acknowledgement Form | |
Existing Investor (Unit Trust Fund)
| Transaction Form | |
| Suitability Assessment Form | |
| Client Acknowledgement Form | |
Other Forms
| Bank Account Registration Form | |
| Change of Signature & Power to Sign Form | |
| Data Access Request Form | |
| FATCA & CRS Self-Certification Form | |
| Request for Change Form | |
| Transfer Form | |
Other Information
| JomPAY FAQ | |
| Investment Payment Accounts Details | |
| Fund Risk Classification | |
| Eligible Banks for Smartsave Plan | |
| Terms & Conditions and Appendix | |
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