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)


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


  • 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.