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How to Invest in Unit Trust

Procedure on how to hyperlink to, access, view or download the electronic prospectus and the electronic application Form

  • Open TAIM Main Website (http://www.tainvest.com.my/)
  • Navigate to “Fund Information” and “Forms” to view electronic prospectus and the electronic application form respectively.
  • Click to download the documents.

Process of Online Applications

Applicant can open an online transaction account with TAIM via:

EPF i-Akaun (https://secure.kwsp.gov.my/member/member/login) – for EPF members only.
  • i. Login into EPF i-Invest (https://secure.kwsp.gov.my/member/member/login).
  • ii. Select the buy details accordingly and choose TAIM as FMI. User will be re-directed automatically to TAIM eInvest.
  • iii. Fill in the details page by page as requested.
    • a. Registration - for login details (username, password and security phrase) to eInvest.
    • b. Account opening (Personal, contact, employment, tax residency status, investor suitability assessment form).
    • c. Declaration.

 

 

Procedure for Redemption

Applicant can transact via 2 ways:

1. EPF i-Invest (https://secure.kwsp.gov.my/member/member/login)

  • i. Login to EPF i-Invest.
  • ii. Click on Investment tab.
  • iii. Navigate to Transaction – Redeem/Switch.
  • iv. Select the fund to redeem and click on the “Proceed to Redeem”. User will be re-directed automatically to TAIM eInvest.
  • v. Login to TAIM eInvest.
  • vi. Choose fund to redeem (Current Fund dropdown) and fill in the number of units to redeem (Units to Redeem box) as needed. Click “Next” button.
  • vii. Check confirmation and click “Submit” button.
  • viii.Check summary. Click “Done”.

 

2. TAIM eInvest (https://eportal.tainvest.com.my/

  • i. Login to TAIM eInvest.
  • ii. Click “Fund Redemption” menu at left panel.
  • iii. Choose fund to redeem (Current Fund dropdown) and fill in the number of units to redeem (Units to Redeem box) as needed. Click “Next” button.
  • iv. Check confirmation and click “Submit” button.
  • v. Check summary. Click “Done”.

 

 

Procedure for Switching

Applicant can transact via 2 ways:

1. EPF i-Invest (https://secure.kwsp.gov.my/member/member/login)

  • i. Login to EPF i-Invest.
  • ii. Click on Investment tab.
  • iii. Navigate to Transaction – Redeem/Switch.
  • iv. Select the fund to redeem and click on the “Proceed to Redeem”. User will be re-directed automatically to TAIM eInvest.
  • v. Login to TAIM eInvest.
  • vi. Choose fund to switch from (Switch From dropdown) and fund to switch to (Switch To dropdown) and fill in the number of units to switch (Units to Switch box) as needed. Click “Next” button.
  • vii. Check confirmation and click “Submit” button.
  • viii.Check summary. Click “Done”.

 

2. TAIM eInvest (https://eportal.tainvest.com.my/

  • i. Login to TAIM eInvest.
  • ii. Click “Fund Switching” menu at left panel.
  • iii. Choose fund to switch from (Switch From dropdown) and fund to switch to (Switch To dropdown) and fill in the number of units to switch (Units to Switch box) as needed. Click “Next” button.
  • iv. Check confirmation and click “Submit” button.
  • v. Check summary. Click “Done”.

 

 

Procedure for Transfer

For EPF investment, no transfer is allowed.

 

Procedure to Exercise Cooling-off Right

A cooling-off right is refund of investment within 6 business days from the day the investment is accepted or deemed accepted by the Manager. Cooling-off right is only given to an individual investor who is investing in any of TA Investment Management Berhad funds for the first time and is not applicable for the following person:

  • A staff of TAIM; and
  • A person registered with a body approved by the SC to deal in unit trusts.

The refund will be based on:

  • a) The NAV per Unit on the day the Units were first purchased; and
  • b) The Sales Charge per Unit originally imposed on the day the Units were purchased.

Your cooling off request form can be submitted to: investor.taim@ta.com.my

 



 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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