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Institutional Investor Forms


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INDIVIDUAL INVESTOR
INSTITUTIONAL INVESTOR

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

Need some assistance?

Speak to Us

We’re always ready to assist you! Let’s have a chat to find out how we can work together to achieve your investment needs.

Contact Now

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Customer Care
1800 88 7080 (Malaysia)
customercare@affinhwangam.com
+6012-606 8685 (WhatsApp)

LTAT Enquiries
1300 80 1188
khidmatpelanggan@affinhwangam.com

General Line:
+603-2116 6000
(International)

Associated Companies:

Affin Hwang Investment Bank Berhad
Nikko Asset Management Co. Ltd.
AIIMAN Asset Management Sdn. Bhd.

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