A step by step guide to open an eUnittrust account

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A Step by Step Guide on how to register you own FREE eUnittrust account

Transcript of A step by step guide to open an eUnittrust account

Page 1: A step by step guide to open an eUnittrust account

A Step by Step Guide on how to register you own

FREE eUnittrust account

Page 2: A step by step guide to open an eUnittrust account

Introduction to eUnittrusteUnittrust is one of the first online unit trust platform that

offer Malaysian investors an option to take control and manage their own unit trust investment. Launched in 2008, the eUnittrust platform owned by Phillip Capital Malaysia is fast gaining recognition among Malaysian

investors thanks to the growth in high speed broadband and smarts phones. 

The convenience of making unit trust investment through this platform has been widely embraced by the younger

Malaysian generation (Gen-X and Gen-Y). Another surprising fact is the more IT savvy generation of baby boomers are also starting to make the transition from

agent/consultant based unit trust investing to online unit trust investing. 

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If you’re ready to make your transition from conventional to online unit trust

investing, then lets get started by following these simple steps on how to

register a FREE eUnittrust account.

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Action : Go to eUnittrust registration page by clicking on the link below:

REGISTER HEREYou will be brought to the registration page as shown below.

Action : Click on the “Individual Account” registration

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You will be brought to the “Terms and Condition of Use” pageAction : Go through the “Terms and Conditions of Use”

Action : Once you’re done, do the following :-Action : Once you’re done, acknowledge the terms and conditions

Action : Click “Next”

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You will be brought to the “Client’s Declarations” pageAction : Go through the “Client’s Declaration”

Action : Once you’re done, acknowledge the declarationAction : Click “Next”

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You will be brought to the “FIMM Pre-Investment Form” pageAction : Go through the “Do You Know” section. This section informs you about unit trust and

your rights as an investor.Action : Acknowledge each point when you finish reading.

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On the same “FIMM Pre-Investment Form” pageAction : Go through the “You Should Also Know” section. Take your time to fully understand each point.

Action : Acknowledge that you understand what you’ve just readAction : Click “Next”

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You will be brought to the “e-UnitTrust Online Account Opening” pageAction : Fill up all the necessary information under the Applicant’s Details as

shown below

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On the same “e-UnitTrust Online Account Opening” pageAction : Fill up all the necessary information under the Contact

Details as shown below

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On the same “e-UnitTrust Online Account Opening” pageAction : Acknowledge that the information given is true and

accurateAction : Click “Submit”

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You will be brought to the “First Applicant’s Details” page. Action : Double check the details that you’ve entered earlier and ensure that all

of it are correct”

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On the same “First Applicant’s Details” page. Action : Click on the “Confirm and Generate” button.

By doing so, a digital form called “eUnitrust APPLICATION FORM” will be generated.

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Shown below is the auto generated digital “eUnittrust APPLICAATION FORM”

Action : Print out this form

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On the printed out “eUnittrust APPLICAATION FORM” Action : Place your signature on the “Signature of Main Application”ou can

either: Action : Place the Date

Action : Scan this signed form into digital pdf format.

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The final step is to:

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Once you’ve completed all the registration, all that is left is for you to wait for your Account ID and Password to be sent to you via email. This should take between

1-3 business days.

Facing difficulties to register?If you face any problems during your registration, you

may contact eUnittrust Client Service Personnel at (603) 2783 0200

for further assistance.

Almost There!

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Upon successful registration of your eUnittrust account, just send me an email at:[email protected]

Do state your full name and eUnittrust account ID in the email.

Once I’ve received your email and verified your account opening with eUnittrust, I’ll immediately sent over a copy

of my self written e-book entitled "The Basics of Investing In Unit Trust“ absolutely FREE! 

Added bonus from Invest Made Easy