First, tell us your current status so we can begin customising a solution for you.
You are:
Who can invest online?
If I do not have an existing unit trust account, can I perform online unit trust transactions?
Can I view my unit trust account online if I'm not CIMB Clicks user?
How can I register to be a CIMB Clicks user?
How do I open a unit trust account and perform transactions such as purchase, redeem or switch my unit trust fund online?
Can I view my unit trust account balance via CIMB Clicks?
How can I view my unit trust account portfolio via CIMB Clicks?
How do I determine which fund(s) are suitable for me?
Apart from online transactions of unit trusts via CIMB Clicks, how else can I subscribe, redeem and switch units?
Can I perform online switching, transfer or cooling-off of units via CIMB Clicks?
What is the minimum and maximum amount for my fund transaction (purchase/redeem/switch)?
How soon will I see my updated account portfolio in CIMB Clicks after a transaction is performed?
What is cooling-off period?
How do I exercise my cooling-off right?
Why am I unable to perform redemption for my purchased unit trust fund?
Can I switch my funds to any other available funds?
Can I transfer some of my fund's unit to a third party's Unit Trust account via CIMB Clicks?
Where else can I check the prospectus of the Unit Trust Funds available if I do not want to login to Clicks?
What is the cut-off time of the day for me to invest unit trust?
Why can't I view the prospectus of the fund?