Quick contact info

Pheim Unit Trusts Berhad 7th Floor Menara Hap Seng (Letter Box 12), No. 1 & 3 Jalan P. Ramlee, 50250 Kuala Lumpur. Monday-Friday: 9am to 5pm Saturday: 9am to 1pm Tel: +(603) 2142 8888 Fax: +(603) 2141 9199 Email: support@pheimunittrusts.com
Image Alt

Initial Investment

For Individual Applicant

Step 01 : Eligibility

For single applicant

The applicant must be at least 18 years of age.

For joint applicants

The first applicant must be at least 18 years of age.

Step 02 : Minimum investment

Must be at least RM1,000 or such other lower amount as may be determined at our discretion.

Step 03 : Complete fund application forms

Account Application Form (Individual)
Transaction Form – Investment & Investor’s Suitability Assessment Form

Step 04 : Attach the required documents

For single applicant

Photocopy of National Registration Identification Card (NRIC), front and back or passport (for non-Malaysian).

For joint applicants

Photocopy of NRIC, front and back or passport (for non-Malaysian).

Step 05 : Payment

Payments can  be  made using cheque, draft or money order made payable to  “Pheim Unit Trusts Berhad – Clients’ Account”. Please ensure that your name and your NRIC number are written at the back of the cheque, or

Pay directly into our account with Maybank at any Maybank branch nationwide (bank account details are printed on the transaction form).

Step 06 : Submission

Forward the payment or copy of bank-in slip, the application forms and the relevant documents to our head office. Please do not post cash; or

Hand the aforesaid documents to one of our agents for delivery to us; or

For immediate processing, please send the application forms, relevant documents and bank-in slip to us at support@pheimunittrusts.com, followed by the submission of the original of the same by hand, post or courier.

For Non-Individual Applicant

Step 01 : Eligibility

Must be companies, co-operatives, societies, sole proprietors, institutions, partnerships, etc.

Step 02 : Minimum investment

Must be at least RM1,000 or such other lower amount as may be determined at our discretion.

Step 03 : Complete fund application forms

Account Application Form (Corporate) (to affix company’s rubber stamp).

Transaction Form - Investment.

Investor's Suitability Assessment Form.

Step 04 : Attach the required documents

A certified true copy of the Memorandum and Articles of Association/Constitution or its equivalent;

A certified true copy of Certificate of Incorporation or Business Registration/Licence (Form 8 or 9);

Any other approvals required from the relevant authorities.

A certified true copy of Form 24 (Return of Allotment of Shares or its equivalent);

A certified true copy of Form 49 (Return Giving Particulars in Register of Directors/ Managers/ Secretary & Change of Particulars or its equivalent);

An original copy of a board resolution approving investments in the Fund(s) and a list of the authorised persons with their specimen signature to effect any instructions pertaining to the Fund(s);

A certified true copy of Form 13 (Change of Company Name if any);

A certified true copy of Financial Statement (Audited);

A certified true copy of NRIC/Passport (All representatives authorised to operate the account, all director & all shareholders with shareholding of 25% or more); and

Any other approvals required from the relevant authorities.

Step 05 : Payment

Payments can  be  made using cheque, draft or money order made payable to  “Pheim Unit Trusts Berhad – Clients’ Account”. Please ensure that your name and your NRIC number are written at the back of the cheque, or

Pay directly into our account with Maybank at any Maybank branch nationwide (bank account details are printed on the transaction form).

Step 06 : Submission

Forward the payment or copy of bank-in slip, the application forms and the relevant documents to us. Please do not post cash;

Hand the aforesaid documents to one of our agents or consultants for delivery to us; or

For immediate processing, please send the application forms, relevant documents and bank-in slip to us at support@pheimunittrusts.com followed by submission of the original of the same by hand, post or courier.