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  • Step For Investment

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    Sabri
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    This document outlines the steps for existing and new Public Mutual clients to make cash investments. For existing clients, they can submit an online application via the Public Mutual website or mobile app. New clients must fill out details on the website and upload their IC. They will then submit an online suitability assessment and application. For EPF investments, clients use a separate EPF cash investment form and submit NRIC copies.

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    Step for Investment

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    This document outlines the steps for existing and new Public Mutual clients to make cash investments. For existing clients, they can submit an online application via the Public Mutual website or mobile app. New clients must fill out details on the website and upload their IC. They will then submit an online suitability assessment and application. For EPF investments, clients use a separate EPF cash investment form and submit NRIC copies.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    4 views1 page

    Step For Investment

    Uploaded by

    Sabri
    This document outlines the steps for existing and new Public Mutual clients to make cash investments. For existing clients, they can submit an online application via the Public Mutual website or mobile app. New clients must fill out details on the website and upload their IC. They will then submit an online suitability assessment and application. For EPF investments, clients use a separate EPF cash investment form and submit NRIC copies.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    of 1

    STEP 1 STEP 2

    Cash Investment
    Existing PUBLIC Public Mutual Website
    NO Cash Investment
    MUTUAL Client? Click Enrol Now
    Form (Blue)
    Public Bank
    Notes Bank Draft/Cheque Counter
    If client is foreign/born outside *Public Mutual Berhad
    Malaysia/work overseas/has Fill in Details & (NRIC)
    overseas address or phone Upload IC
    please fill up CRS form Open New
    account/ Top Up Public Mutual
    Online
    DDI Investment
    YES Submit E-SA via
    UTC Connect
    EPF Investment

    *Public Mutual Online (PMO) *Suitability Assessment (E-SA) EPF Cash Investment
    2 options for PMO registration • SA No is needed for every Form (Yellow)
     Public Mutual Website investment
    Public Mutual
     Kiosks at branch • Investor need to approve KWSP 9N Forms
    Office Counter
    via PMO (Thumb Print)
    • UTC can check the status via
    UTC Connect NRIC Copy
    (Front & Back same page)

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