Required documents to start investing:

 CIMB Principal Account Opening Form

 CIMB-Principal Client Registration Form
 Customer Information Form
 Annexure to CIMB-Principal Client Registration form
 Suitability Assessment Form
 Transaction Form
 Certified True Copy of Board Resolutions with Authorized Signatories
list (sample attached)
 Certified True Copy Identity Card (IC) of all Authorized Signatories
 Certified True Copy of Form 24, 49 and M&A
 Fund transfer to our collection account with CIMB Bank, Menara
Bumiputra Commerce
 Account Name: CIMB-Principal Asset Management Berhad –Client’s
Trust Account
 Account No: 8000-25-6292
SAMPLE OF BOARD RESOLUTION

EXTRACT OF MINUTES OF THE BOARD OF DIRECTORS’ MEETING OF

THE COMPANY HELD ON (DAY AND DATE)

Investment in funds managed by CIMB-Principal Asset Management

Berhad

RESOLVED

THAT the Company invests in funds managed by CIMB-Principal Asset

Management Berhad.

THAT ANY TWO (2) of the persons below are be and hereby authorized to give
written orders or instructions for and on behalf of the Company to CIMB-Principal
Asset Management Berhad for the purchase or repurchase or transfer or switching or
redemption of units of unit trust funds.

Authorised Persons:

Name NRIC Number Specimen Signature

1.
2.
3.
4.

THAT ANY TWO (2) of the persons mentioned above be and are hereby authorized
to sign for and behalf of the Company, all the relevant documents as may be required
in relation to the opening of account with CIMB Principal Asset Management Berhad.

AND THAT this resolution shall remain in full force and effect until rescinded.

Certified True Copy

_________________
Name
Designation
Kuala Lumpur
Dated this: