||How To Transfer Units
You may also transfer your holdings of units to another investor. However, if you have purchased your units from one of our authorised Institutional Unit Trust Advisers (IUTAs), kindly refer to Contact Us for their contact details to transfer your units.
Otherwise, to transfer units, all you have to do is:
Complete the FORM OF TRANSFER
Forward the following:
1. completed Form of Transfer*; and
2. RM5.00 Transfer Fee
to our registered office or any of our branch offices, or to any of our unit trust consultants before their respective cut-off times.
OSK-UOB Address list
the Manager may decline to register any partial transfer of units if the registration would result in the transferor or the transferee holding less than the fund’s required Minimum Investment Balance as specified in the fund’s prospectus. The Manager may also refuse an entry of transfer during the fourteen (14) days preceding a distribution date.
If the transferee is a new investor, he must also forward the following:
1. completed APPLICATION FORM; and
2. relevant supporting documents such as :
Ü a photocopy of his Identity Card (if he is an individual applicant)
Ü certified true copies of the Certificate of Incorporation or Registration, Memorandum and Articles of Association or Constitution or By-Laws, and relevant resolutions (if it is a corporate applicant)