Ready to Invest

Just a few simple steps to invest with us.

New Investors

Open your Unit Trust account with a quick visit to your nearest Maybank branch. Our branch staff will walk you through the following forms.

  • Account Opening Form for Conventional / Islamic*
  • Transaction Form
  • PDPA Privacy Notice*

*Only for first time investment in the Fund.

Please bring along these documents:

  • Original MyKad Identification Card (“IC”) for Malaysians
  • Original Passport for foreigners

Alternatively, you may visit Maybank2u and follow the steps below to apply now:

Step 1: Log in to www.maybank2u.com.my

Step 2: Click ‘Apply’ and go to the ‘Investment’ tab

Step 3: Look for ‘Unit Trust Account’ and click ‘Apply Now’

Step 4: Follow the on-screen instructions and you’re done!

See below to read the Unit Trust Investment Account Terms & Conditions.

Existing Investors

To subscribe to our funds, please log on to Maybank2u or visit any of our authorised distributors to subscribe to our funds.

For further details on the investment, steps to purchase and other FAQs, click here.

Account Opening Form for Conventional/Islamic
Transaction Form
PDPA FAQ
PDPA Privacy Notice
FIMM Pre - Investment FAQ
FIMM Form - BM
FIMM Form - English
Terms & Conditions for Unit Trust Clients
FATCA/CRS Individual Self-Certification form

Corporation

Please speak to your Relationship Manager who will walk you through the following forms for both existing and new investors

Account Opening Form for Conventional/Islamic
Transaction Form
FATCA/CRS Controlling Person Self-Certification Form
FATCA/CRS Entity Self-Certification Form

Mandate

Please speak to your Relationship Manager who will walk you through the following forms for both existing and new investors

Account Opening Form for Mandate
Transaction Form
FATCA/CRS Controlling Person Self-Certification Form
FATCA/CRS Entity Self-Certification Form