How to perform a "Buy" transaction via eUnittrust

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HOW TO PERFORM A “BUY” TRANSACTION IN EUNITTRUST CREATED BY : SHANE SEE INVEST-MADE-EASY.BLOGSPOT.COM

Transcript of How to perform a "Buy" transaction via eUnittrust

Page 1: How to perform a "Buy" transaction via eUnittrust

HOW TO PERFORM A “BUY”

TRANSACTION IN EUNITTRUST

CREATED BY : SHANE SEEINVEST-MADE-EASY.BLOGSPOT.COM

Page 2: How to perform a "Buy" transaction via eUnittrust

STEP 1

• Log in to your eUnittrust Account

• Go to the “Transaction” tab

• Select “Unit Trust”

• Select “Buy”

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STEP 2

• Select the “Manager” or the Fund Company.

• Next select the specific fund that that you wish to invest in.

In this example, I have selected the Manager “Kenanga Investors Berhad” in order to pick the fund of my choice which is “Kenanga Growth Fund”

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STEP 3

• The “Prospectus” of the fund will be shown. You may read the prospectus for further information of the fund.

• Tick the Acknowledgement box.

• Click “Next”

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STEP 4

• The “Highlight Sheet” will be shown. You may read sheet before proceeding.

• Tick the Acknowledgement box.

• Click “Next”

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STEP 5

• The “Terms And Conditions and Unit Trust Loan Disclosure Statement” will be shown. You may read statement before proceeding.

• Tick the Acknowledgement box.

• Click “Next”

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STEP 6

• The “Client’s Declaration” is shown next. You may read declaration before proceeding.

• Tick the Acknowledgement box.

• Click “Next”

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STEP 7

• Enter the amount you wish to invest. If you are investing into this fund for the first time, the minimum initial investment amount is required.

(for Kenanga Growth Fund, the minimum amount is RM1000)

• Click “Next”

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STEP 8

• If you wish to purchase more funds, click on the “Buy More” button.

• Otherwise you may proceed by clicking on the “Confirm” button.

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STEP 9

• Check one more time to see if the fund and the amount you wish to invest is correct.

• Tick the confirmation box.

• Select “Online Payment (MEPS FPX) as you preferred method of payment.

• Enter your password

• Click “Submit”

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STEP 10

• Check your transaction details.

• Click on the “Confirm pay using FPX” button.

• A pop up box will appear next. Therefore please ensure that your browser’s pop-up blocker is disabled.

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STEP 11

• Select the Online Bank of your choice for payment.

• Enter your email address to receive the transaction status for your investment.

• Click on the “Agree and Continue” button

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STEP 12

• Your selected FPX Online Banking Login page will appear.

• Login and proceed with payment.

• Keep a copy of the transaction slip for your own record keeping purposes.

• That’s all! You’ve just made your first investment via eUnittrust! Isn’t it simple and convenient?