Joint Account Registration

BASIC DETAILS

Salutation Salutation is required

Full Name as per NRIC/Passport Full name is required

Nationality Nationality is required

ID Type i IDType is required

ID Number ID Number is required

Date of Birth Date of birth is required

City of Birth City of Birth is required

Country of Birth Country of Birth is required

Gender Gender is required

Bumiputera Status Bumiputera status is required

Race Race is required

Marital Status Marital Status required

Mother's Maiden Name Security Question is required

CONTACT DETAILS

Email Address Valid email is required

Mobile Number Security code would be sent to this number Mobile No is required

Security code is required

Home/Secondary Phone No.

Residential Address Residential Address is required

Postcode Postcode is required

City City is required

State State is required

Country

Is your correspondence address similar to residential address?

Yes

EMPLOYMENT DETAILS

Occupation Occupation is required

Present Position Present position is required

Nature of Business Nature of Business is required

Description for Nature of Business Description for nature of business is required

Company Name Company name is required

Company Address Company Address is required

Postcode Postcode is required

City

State

Country

Office Phone No.

Fax No.

FINANCIAL PROFILE

Present Annual Income Annual Income is required

Estimated Net Worth Estimated Net Worth is required

Source of Fund Source of Fund is required

Number of estimated transaction in a year Number of estimated transaction in a year is required

Estimated transaction amount in a year Estimated transaction amount in a year is required

Purpose of Investment Purpose of Investment is required

BASIC DETAILS

Salutation Salutation is required

Full Name as per NRIC/Passport Full name is required

Nationality Nationality is required

ID Type i IDType is required

ID Number ID Number is required

Date of Birth Date of birth is required

City of Birth City of Birth is required

Country of Birth Country of Birth is required

Gender Gender is required

Bumiputera Status Bumiputera status is required

Race Race is required

Marital Status Marital Status required

Mother's Maiden Name Security Question is required

Who is Principal Holder to you ? Relationship is required

CONTACT DETAILS

Email Address Valid email is required

Mobile Number Security code would be sent to this number Mobile No is required

Security code is required

Home/Secondary Phone No.

Residential Address Residential Address is required

Postcode Postcode is required

City City is required

State State is required

Country

Is your correspondence address similar to residential address?

Yes

EMPLOYMENT DETAILS

Occupation Occupation is required

Present Position Present position is required

Nature of Business Nature of Business is required

Description for Nature of Business Description for nature of business is required

Company Name Company name is required

Company Address Company Address is required

Postcode Postcode is required

City

State

Country

Office Phone No.

Fax No.

FINANCIAL PROFILE

Present Annual Income Annual Income is required

Estimated Net Worth Estimated Net Worth is required

Source of Fund Source of Fund is required

Number of estimated transaction in a year Number of estimated transaction in a year is required

Estimated transaction amount in a year Estimated transaction amount in a year is required

FOREIGN ACCOUNT TAX COMPLIANCE ACT (FATCA)

Part A: Preliminary Identification

Please complete this section and tick 'Yes' or 'No' respectively.

		Principal		Joint
		Yes	No	Yes	No
1	Are you a U.S. citizen or resident? (U.S. Passport/green card holder, U.S. taxpayer, etc.)
2	Is U.S. your place of birth ?
3	Do you hold a current U.S. residence address / mailing address and U.S. post office box ?
4	Do you have a current U.S. telephone number ?
5	Standing instructions to pay amounts from Phillip Mutual account to an account maintained in the U.S. ?

Part B: U.S. Person Declaration

Please select the applicable U.S. Person Declaration.

	Principal	Joint
I am a U.S. person / U.S. Legal Entity(s) *Please provide Form W-9*
I am a Non-U.S. person with no U.S. Indicia
I am a Non-U.S. person / Non-U.S. Legal Entity(s) with one or more U.S.Indicia. *Please provide Form W-8BEN/provide Form W-8BEN-E.*

COMMON REPORTING STANDARD (CRS)

Tax Residency Declaration

Please select the applicable tax residency declaration.

	Principal	Joint
I declare that I am a tax resident in Malaysia only
I declare that I am a foreign tax resident (other than Malaysia). Please list all the countries in which you are foreign tax resident

Foreign Tax Residency Details of Principal Holder

Country of Tax Residency	Tax Identification No

Foreign Tax Residency Details of Joint Holder

Country of Tax Residency	Tax Identification No

DOCUMENT UPLOAD

Kindly upload the necessary document(s) here. For a smooth account opening process, kindly ensure that those documents are virtually clear.

(Acceptable file format: DOC, DOCX, JPEG, JPG, PDF, PNG and TIF. Maximum file size: 2MB.)

	Front ID / Passport	Back ID	Supplementary
Principal
Joint

OPERATING INSTRUCTION FOR INVESTMENT

We hereby understand and agree that either one of us can give instruction to conduct any transaction for this account and we release and indemnify the Manager,the Trustee and the Fund against any claims or demands in respect of any liability arising as a result of the Manager acting upon this signing instructions are not genuine, the mandate given by joint holders maybe revoked at any time by any parties to the account. I/We, as the Joint Account(s) holders shall jointly and severally undertake to indemnify and hold Phillip Mutual Berhad harmless against losses, claims, demands, proceedings, costs, expenses and other liabilities whatsoever and whenever incurred arising from any transaction performed via eUnittrust.com.my by any of the Joint Account(s) holders.

DECLARATION & ACCEPTANCE

I hereby confirm that all the information provided is true and accurate for purpose of account opening with Phillip Mutual Berhad (“PMB”) to invest in units of unit trust funds distributed by PMB as an Institutional Unit Trust Adviser (“IUTA”). I understood that PMB reserves the rights to reject the application and suspend login ID and any transactions performed if the information given is found not true. I confirm that I have received, read and fully understood the Terms and Conditions of the master account and the use of this website. I understood the notice concerning Privacy and Personal Data and hereby consent to the disclosure of information to the relevant entities including the regulatory bodies and law enforcement agencies, trustee(s), or any of PMB’s holding companies, subsidiaries or associated companies, or external third-party service providers, which provides services to PMB, within or outside Malaysia, for the purposes of the provision of financial services or any other purposes in relation to the unit trust investment account

Notice for Online Transaction
PMB's online facilities (the https://www.eunittrust.com.my website) are supported by computer-based component systems for opening of account and other online transactions in relation to unit trusts. As with all facilities and computer systems, you will be exposed to the risks associated with the systems including the failure of hardware and software. The result of any system failure may cause a delay in processing your requests/transactions. You also acknowledge that you are exposed to the inherent risks of conducting internet transactions and that you assume such risks. You must at all times ensure that the integrity and security of the Login ID and Password (collectively known as “login credentials”) is preserved and maintained. You must ensure, inter alia, that there is no unauthorized use of the login credentials. You will forthwith on being aware of any unauthorized access or theft of the login credentials, notify PMB and provide such particulars as PMB may require and indemnify PMB for any loss and damage that you may incur as a consequence of such unauthorized access and use.

Click here to view the Terms & conditions of the Master account and use of the website, FATCA & CRS declaration and privacy & personal data policy.

Summary of Confirmation

One step closer to confirmation

PRINCIPAL HOLDER DETAILS

Salutation

Name

Nationality

ID Number

Date of Birth

Country of Birth

City of Birth

Gender

Bumiputera Status

Race

Marital Status

Mother's Maiden Name

Email Address

Mobile Phone No.

Home/Secondary Phone No.

Residential Address

Postcode

City

State

Country

Correspondence Address

Postcode

City

State

Country

Occupation

Current Position

Nature of Business

Description for Nature of Business

Company Name

Company Address

Postcode

City

State

Country

Office Phone Number

Estimated Net Worth

Present Annual Income

Source of Fund

Purpose of Investment

FOREIGN ACCOUNT TAX COMPLIANCE ACT (FATCA) & COMMON REPORTING STANDARD (CRS)

Part A : Preliminary Identification Details

Are you a U.S. citizen or resident?	NO
Is U.S. your place of birth?	NO
Do you have a current U.S. number?	NO
Do you hold a current U.S. residence address / mailing address and US post office box?	NO
Standing instructions to pay amounts from Phillip Mutual account to an account maintained in the U.S.?	NO

Part B : US Person Declaration

Part C: Tax Residency

Country of Tax Residency	Tax Identification No

JOINT HOLDER DETAILS

Salutation

Name

Nationality

ID Number

Date of Birth

Country of Birth

City of Birth

Gender

Bumiputera Status

Race

Marital Status

Mother's Maiden Name

Email Address

Mobile Phone No.

Home/Secondary Phone No.

Residential Address

Postcode

City

State

Country

Correspondence Address

Postcode

City

State

Country

Occupation

Current Position

Nature of Business

Description for Nature of Business

Company Name

Company Address

Postcode

City

State

Country

Office Phone Number

Estimated Net Worth

Present Annual Income

Source of Fund

FOREIGN ACCOUNT TAX COMPLIANCE ACT (FATCA) & COMMON REPORTING STANDARD (CRS)

Part A : Preliminary Identification Details

Are you a U.S. citizen or resident?	NO
Is U.S. your place of birth?	NO
Do you have a current U.S. number?	NO
Do you hold a current U.S. residence address / mailing address and US post office box?	NO
Standing instructions to pay amounts from Phillip Mutual account to an account maintained in the U.S.?	NO

Part B : US Person Declaration

Part C: Tax Residency

Country of Tax Residency	Tax Identification No

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Get registered to invest with us

BASIC DETAILS

CONTACT DETAILS

EMPLOYMENT DETAILS

FINANCIAL PROFILE

BASIC DETAILS

CONTACT DETAILS

EMPLOYMENT DETAILS

FINANCIAL PROFILE

FOREIGN ACCOUNT TAX COMPLIANCE ACT (FATCA)

Part A: Preliminary Identification

Part B: U.S. Person Declaration

COMMON REPORTING STANDARD (CRS)

Tax Residency Declaration

Foreign Tax Residency Details of Principal Holder

Foreign Tax Residency Details of Joint Holder

DOCUMENT UPLOAD

OPERATING INSTRUCTION FOR INVESTMENT

DECLARATION & ACCEPTANCE

One step closer to confirmation

PRINCIPAL HOLDER DETAILS

Salutation

Name

Nationality

ID Number

Date of Birth

Country of Birth

City of Birth

Gender

Bumiputera Status

Race

Marital Status

Mother's Maiden Name

Email Address

Mobile Phone No.

Home/Secondary Phone No.

Residential Address

Postcode

City

State

Country

Correspondence Address

Postcode

City

State

Country

Occupation

Current Position

Nature of Business

Description for Nature of Business

Company Name

Company Address

Postcode

City

State

Country

Office Phone Number

Estimated Net Worth

Present Annual Income

Source of Fund

Purpose of Investment

FOREIGN ACCOUNT TAX COMPLIANCE ACT (FATCA) & COMMON REPORTING STANDARD (CRS)

Part A : Preliminary Identification Details

Part B : US Person Declaration

Part C: Tax Residency

JOINT HOLDER DETAILS

Salutation

Name

Nationality

ID Number

Date of Birth

Country of Birth

City of Birth

Gender

Bumiputera Status

Race

Marital Status

Mother's Maiden Name

Email Address