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How to Invest

Investing with Berjaya Mutual takes three steps.

  1. Read the fund’s documents

    Before you invest, read and understand the fund’s disclosure documents: the Product Highlights Sheet and the Prospectus for unit trusts, or the Information Memorandum for wholesale funds. Consider the fees and charges involved.

  2. Choose how you want to invest

    • Directly with Berjaya Mutual West Wing, Level 13, Berjaya Times Square, No. 1, Jalan Imbi, 55100 Kuala Lumpur +603-21171889 · [email protected]
    • Through a registered marketing representative Find a registered representative →
    • Through our authorised distributors Disclosure documents and application forms are also available from our authorised distributors.
  3. Complete and submit the forms

    Complete the Account Opening Form and the Transaction Form, and submit them with the supporting documents listed in the Account Opening Checklist. Units are issued once we receive the duly completed forms.

Online Investment Portal

Online Services

Coming soon

Investor’s Onboarding Portal

For new customers: account opening and onboarding

Coming soon

Distributor’s Portal

For Sales Representatives: view sales activity, performance summaries and access available account servicing functions

Coming soon

Investor’s Portal

For existing customers: view and manage their investment accounts and access available account functions

Important processing information

  • Applications submitted after 4:00 p.m. will be processed on the next business day.
  • Applications submitted on a non-business day will be processed on the next business day.
  • New account opening and onboarding applications may take up to five (5) business days, subject to receipt of complete and accurate documentation.
  • Applicants will be notified via their registered email once the application has been successfully processed.

Disclaimer: Processing timelines are subject to receipt of complete and clear documentation, applicable cut-off times, regulatory requirements, and operational verification.

Need help before you invest?

Our team can walk you through the documents and forms.