Access all your needs for seamless banking

Log in to OCBC Malaysia Mobile Banking app, tap the "=" Menu on the top left and select "Invest".

Tap on "Unit Trust", select a Risk Profile category and tap "Save".

Select the fund tile to view the fund details, such as past performance, dividend history, asset allocation, fund documents (i.e. Prospectus and Product Highlight Sheet) etc. Tap "Invest in this fund" if your wish to purchase.

Tap on "Next" to answer the Financial Ability Assessment (FAA) questions.

Once completed, tap "Next" to proceed with your Unit Trust purchase.

Enter the required details and tap "Next" to proceed.

Set up Unit Trust account and tap "Proceed" to continue with the fund purchase.
Note:
· This step is only applicable to customers without an eligible Unit Trust account with OCBC Bank.
· To open a Unit Trust account, customer must have an existing Current/Savings account with OCBC Bank.

Review and confirm your Unit Trust purchase details and "Slide to buy".

Key in 6-digit OTP code and tap "Submit".

Your purchase request is completed. You will receive an acknowledgement for your purchase request. Tap "See your investments" to view your Unit Trust Portfolio.

Log in to your account via OCBC Malaysia Mobile Banking app and tap on "What you have".

Tap on "Unit Trust" card to view your Unit Trust Portfolio.

a. Your Unit Trust Portfolio will be displayed.
b. For new Unit Trust customers, your Portfolio may be shown ad MYR0.00 if your purchase request is still being processed.

Select the fund name to go to the fund holding detail page. You will see a massage- "We are still processing your order" - if your recent Unit Trust purchase is still being processed.

Tap on respective options to view your fund details, transaction history and dividends payout. Select "Sell" or "Buy" if you wish to sell or buy more units of the funds.

Log in to your account via OCBC Malaysia Mobile Banking app. Tap on "What you have" > "Unit Trust" > select the fund you wish to sell.

Tap on "Sell" and select your option to sell "All" or "Partial".

Enter the units you wish to sell and tap "Next" to proceed. Tap on "Change" if you wish to change the Current/Savings account to receive the redemption proceeds.

Review and confirm all details and "Slide to sell". Next, key in the 6-digit OTP and tap "Submit".

You have successfully sold your fund. You will receive an acknowledgement of your sell request.