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.
NORMAL TRANSFER OF UNITS | |
TRANSFER OF UNITS UPON DECEASED |