6. TRANSFER OF UNITS

Normal Transfer

Forms and documents required:

  • Normal transfer form
  • Copy of MyKad of transferor and transferee
  • Transfer fee of RM3.00

Notes: In the case of Jointholder’s investment account, the Jointholder who is above 18 years of age is required to sign the application form together with the principal holder.

.

Transfer Upon Deceased

Forms and documents required:

  • Certified copy of death certificate of the deceased
  • Certified copy of MyKad of the beneficiary
  • Transfer fee of RM3.00

Additional documents required (where applicable):

  • Schedule 3 from Native Court or
  • Letter of Administration or
  • Order or Judgement from Shariah Court (Muslim Investors only)

and

  • Indemnity Letter
  • Declaration by Administrator
  • Other supporting documents as and when necessary

Notes:

  • Units will be transferred automatically to Jointholder who must be at least 18 years, whereas in the case of minor Jointholder, a guardian of the minor should be appointed as the principal holder until the minor reaches 18 years of age.
  • All documents must be certified.