Phillip Managed Account for Retirement - UT

 

Objective

PMART UT objective is to achieve capital gain by investing in unit trust funds approved under the Employee Provident Fund – Members Investment Scheme (EPF – MIS).

 

Brief Description of the Account

The investment scheme allows investors to invest into multiple unit trust funds from a single withdrawal through the EPF Members Investment Scheme. Allocation will be based on the model portfolios constructed according to different risk profiles. These portfolios are available in both conventional and shariah mandates.

 

Benefits to clients

Easily Accessible

Cost Effective

Instant Diversification

Transparent

Convenient

Secured

Liquid

 

Mode of Purchase or Investment

If you are interested to open PMART UT account, kindly contact our Client Services at 03-27830300 or email us at pcm@poems.com.my.

 

Rates and Charges (if applicable)

Management fees, Service Fees, Custodian Charges and other charges are applicable.

 

Disclaimer

The information contained herein does not constitute an offer, invitation or solicitation to invest in Phillip Capital Management Sdn Bhd (“PCM”). No part of this document may be circulated or reproduced without prior permission of PCM. Any investment product or service offered by PCM is not obligations of, deposits in or guaranteed by PCM. Investment in shares and bonds may go up as well as down. If investors are in any doubt about any feature or nature of the investment, they should consult PCM to obtain further information before investing or seek other professional advice for their specific investment needs or financial situations. Information contained herein is subject to change without any notice. Under all circumstances, investors are advised to consider the fees and charges involved before investing. To the best knowledge of the Manager and the Investment Manager, transaction undertaken by or on behalf of the Funds is done in the interest of the Unit holders. Where a conflict of interest arises due to the Director’s holding substantial shareholding or directorship of a company and the Funds invest in that particular company’s securities, the said member shall refrain from any decision-making relating to that particular company’s securities. There are risks involve, and investors should rely on their own evaluation or should consult a professional adviser to access the merits and risks before investing.