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MY

CIMB FD/FD-i UT Bundle Campaign 2025

Fuel your wealth journey with up to 8.00% p.a. preferential rate

Kick start your investment journey today by enjoying preferential rate of 8.00% p.a.
on your Fixed Deposit (FD) or Fixed Deposit-i (FD-i) when you invest in Unit
Trust/Shariah-Compliant Unit Trust funds and save in an FD/FD-i.

How this works

Product bundle

 Type of Client

FD/FD-i Rates

(p.a.)

FD/FD-i :

UT Ratio

Min Bundle Placement (total)*

FD/FD-i

+

UT/

Shariah-Compliant UT        

New-to-UT   8.00%p.a.

 

1:1

 

 

 


 Minimum: RM100,000

(FD/FD-i RM50,000 :UT RM50,000)

 

Existing-to-UT 5.50%p.a.

 Minimum: RM200,000

(FD/FD-i RM100,000 :UT RM100,000)

The FD/FD-i rates may be subjected to change.

Campaign Period: 1 August 2025 - 29 August 2025


Important Notes:


1. Campaign is open to Preferred customers with no Unit Trust or Unit Trust balance at RM0 as of 30 April 2025.


2. New-to-UT is defined as customer that do not have UT account, or UT balance of RM0 as of 30 April 2025 at the point of participation. Should a customer have UT balance or have opened UT account any time from 1 May 2025 onwards, he/she will be deemed as Existing-to-UT customer. Existing-UT customer is defined as a customer who has UT balance more than RM1 at point of participation. 


3. *FD/FD-i placement per bundle per eligible customer is capped at RM3,000,000.


4. Campaign rates are applicable for one cycle only. Upon maturity, the eFD-i will be automatically renewed to its respective tenures and the prevailing CIMB’s board rate applicable to eFD-i at the time of renewal shall apply.

 

5. Any Unit Trust Fund(s) with maximum sales charge of 2.00%  as stipulated in the prospectus/ information memorandum and is subject to change from time to time, including all new Unit Trust Fund(s) launched during  campaign period by CIMB.
 

6. Any Unit Trust Fund(s) with sales charge of 3.00% and above as stipulated in the prospectus/ information memorandum and is subject to change from time to time, including all new Unit Trust Fund(s) launched during  campaign period by CIMB.


UNIT TRUST/SHARIAH-COMPLIANT UNIT TRUST DISCLAIMER
THIS DOCUMENT IS PROVIDED TO YOU FOR INFORMATION PURPOSES ONLY AND IT MAY NOT BE REPRODUCED, DISTRIBUTED OR PUBLISHED BY ANY RECIPIENT FOR ANY OTHER PURPOSES. IT SHOULD NOT BE CONSTRUED AS AN OFFER OR A SOLICITATION OF AN OFFER TO PURCHASE OR SUBSCRIBE. THE INFORMATION CONTAINED HEREIN HAS BEEN DERIVED FROM SOURCES BELIEVED TO BE RELIABLE AND IS CURRENT AS OF THE DATE OF PUBLICATION. NO REPRESENTATION OR WARRANTY IS MADE NOR IS THERE ACCEPTANCE OF ANY RESPONSIBILITY OR LIABILITY MADE AS TO THE ACCURACY, COMPLETENESS OR CORRECTNESS OF THE INFORMATION CONTAINED HEREIN. EXPRESSIONS OF OPINION CONTAINED HEREIN ARE SUBJECT TO CHANGE WITHOUT NOTICE. INVESTMENTS IN UNIT TRUSTS ARE NOT OBLIGATIONS OF, DEPOSITS IN, GUARANTEED OR PROTECTED BY CIMB BANK BERHAD/ CIMB ISLAMIC BANK BERHAD (“CIMB”) AND ARE SUBJECT TO INVESTMENT RISKS, INCLUDING BUT NOT LIMITED TO THE POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED. INVESTORS ARE ADVISED TO READ AND UNDERSTAND THE PRODUCT HIGHLIGHTS SHEET, MASTER PROSPECTUS / INFORMATION MEMORANDUM AND ITS SUPPLEMENTAL MASTER PROSPECTUS / INFORMATION MEMORANDUM FOR UNIT TRUSTS WHICH HAVE BEEN REGISTERED WITH THE SECURITIES COMMISSION BEFORE INVESTING. FOR COPIES OF THE PRODUCT HIGHLIGHTS SHEET AND PROSPECTUS / INFORMATION MEMORANDUM, VISIT US AT OUR NEAREST BRANCH. UNIT PRICES AND INCOME DISTRIBUTION, IF ANY, MAY RISE OR FALL. INVESTORS SHOULD ALSO CONSIDER ALL FEES AND CHARGES INVOLVED BEFORE INVESTING. UNITS WILL BE ISSUED UPON RECEIPT OF COMPLETED APPLICATION FORM AND ARE SUBJECTED TO TERMS & CONDITIONS CONTAINED THEREIN. PAST PERFORMANCE OF THE FUND IS NOT AN INDICATION OF FUTURE PERFORMANCE AND INCOME DISTRIBUTIONS ARE NOT GUARANTEED. INVESTORS SHOULD RELY ON THEIR OWN EVALUATION TO ASSESS THE MERITS AND RISKS OF ANY INVESTMENT. INVESTORS WHO ARE IN DOUBT AS TO THE ACTION TO BE TAKEN BY THEM SHOULD CONSULT THEIR PROFESSIONAL ADVISERS IMMEDIATELY. UNIT TRUSTS ARE NOT PROTECTED BY PERBADANAN INSURANS DEPOSIT MALAYSIA. INVESTORS SHOULD NOT MAKE PAYMENT IN CASH TO A UNIT TRUST CONSULTANT OR ISSUE A CHEQUE IN THE NAME OF A UNIT TRUST.

FIXED DEPOSIT/FIXED DEPOSIT-i IS PROTECTED BY PIDM UP TO RM250,000 FOR EACH DEPOSITOR.


UNIT TRUST/SHARIAH-COMPLIANT UNIT TRUST FUND IS NOT PROTECTED BY PIDM.


THIS MATERIAL HAS NOT BEEN REVIEWED BY THE SECURITIES COMMISSION MALAYSIA (“SC”).


MEMBER OF PIDM.

 

Terms and Conditions apply.

 

 

Terms and Conditions