A step by step guide to open an eUnittrust account
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Transcript of A step by step guide to open an eUnittrust account
A Step by Step Guide on how to register you own
FREE 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.
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.
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
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”
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”
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.
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”
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
On the same “e-UnitTrust Online Account Opening” pageAction : Fill up all the necessary information under the Contact
Details as shown below
On the same “e-UnitTrust Online Account Opening” pageAction : Acknowledge that the information given is true and
accurateAction : Click “Submit”
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”
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.
Shown below is the auto generated digital “eUnittrust APPLICAATION FORM”
Action : Print out this form
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.
The final step is to:
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!
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