9 reason why should invest in unit trust? ( might be usefull )

Joined : 19 Mar 2008 Posts : 6

1. Why would I want to invest in unit trust?
• Professional Investment Services
• Diversification Opportunities
• Affordable
• Convenience
• Liquidity

2. What are the types of investment plans available?
• Cash - Lump Sum Investment or Cash Plan
• Cash - Regular Investment Plan (Auto Debit or Standing Instruction via Bank Accounts / Auto Payment via CIMB Credit Card)
• EPF Investment Scheme
• Loan Plan

3. What is a Regular Investment Plan via Autodebit or Standing Instruction via Bank Accounts / Auto-Payment via CIMB Bank Credit Card?
It is a facility that allows you to auto deducts a fixed amount of money every month from your bank accounts or credit card for the purpose of investing into specific unit trust funds. The banks that offer such a facility with CIMB Wealth Advisors and their respective dates of deduction are as follows:
Autodebit or Standing Instruction via Bank Accounts:
• Maybank : Every 14th or 28th of the month
• CIMB : Every 10th or 20th of the month
• BSN : Every 5th or 19th of the month
• EON : Every 8th or 16th of the month
• RHB : Every 12th or 25th of the month

Auto Payment via CIMB Bank Credit Card: Every 7th of the month

4. Who can Invest?
• Malaysian or Non- Malaysian (expatriate working / residing in Malaysia) individuals aged 18 years and above.
• Malaysian or Non-Malaysian with registered Company or incorporated bodies, operating in Malaysia.

Note: All businesses operating in Malaysia must register with ROC / ROB.

5. Where can I invest?
• CIMB Wealth Advisors’s home office in Damansara Utama
• CIMB Wealth Advisors’s regional / branch offices
• CIMB Wealth Advisors’s sales offices

If you would like us to send someone to personally assist you, please contact our Customer Care Centre at 03 – 7718 3000.

6. Will I get a confirmation on my unit trust investment?
Yes. You will receive the following:
• Confirmation Advice Slip (CAS) for every investment (excluding Auto Debit which will be sent to you by ordinary mail)
• Yearly Statement of Account
• Unit Split Statement / Distribution Statement (if any)

7. Where can I find information on unit trust pricing?
You can find the information in the newspapers (e.g. The Star or The New Straits Times) or you may get it from our website at www.cimb-wealthadvisors.com or call our Customer Care Centre at 03–7718 3000.

8. What are the types of returns from unit trust investment?
The returns on investment for unit holders are usually in the form of capital appreciation & distributions through income generated from the portfolio of the assets held by the unit trust funds.

9. How often will I get the financial reports?
You will be informed of the performance of the Fund that you have invested in through an audited annual report for the financial year-end of the Fund and an unaudited interim report (applies to a six-month period). These reports will be sent to you within two months of the two stated periods.
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