Help Centre

How To Open Account

You may complete a Fund Master Form which is attached in the Master and Supplementary Prospectus (if any). Alternatively, you may download and print the Master Prospectus, Supplementary Prospectus (if any) from the ‘Prospectus’ page and Fund Master Form from the ‘Forms’ page. Please attach a photocopy of your NRIC or passport to your Fund Master Form.  Send the documents by post at the following address :

A username and password will be generated and sent to you once we’ve processed the complete documents required. You’ll be able to start your online transactions once you received your username and password.

The above opening account procedure applies to both opening of conventional account as well as online trading account.

In addition, if you are opening a conventional account, you are required to invest a minimum investment amount into the Fund. However, no payment is required while opening an online trading account.

Please refer to the Master Prospectus for further details or contact our customer services representative at 03-2783 0200.

Account Number

For investments in our in-house funds and any other third party funds, kindly credit your investment amount into Phillip Mutual’s account as per below:

Payable to: PHILLIP MUTUAL BERHAD