(Company No.174588-X)
Level 7, Tower One, RHB Centre, Jalan Tun Razak, 50400 Kuala Lumpur.
Tel: 603-9286 2666 Fax: 603-9286 2407/9287 8068 Toll Free No: 1-800-88-3656
Website: www.rhb.com.my
(for existing member only)
RHB Investment Management Sdn Bhd offices:
Sabah (Kota Kinabalu)
Tel: 088-528 686/ 692
Fax: 088-528 685
Sarawak (Kuching)
Tel: 082-231 326
Fax: 082-230 326
Penang
Tel: 04-263 4848 / 1333
Fax: 04-262 8844
This form should not be circulated unless accompanied by the disclosure document. Members are advised to read and understand the contents of the relevant disclosure document and supplementary disclosure document (if any) before completing this Form.
Please complete in BLOCK LETTERS only, and tick( √ ) where applicable. For 1st time member, please fill up the Account Application Form to be submitted with this form.
Name of Individual Applicant
NRIC (old) :
NRIC (new) : -
Tel No.
-
Update
Occupation
Education Level
Annual Household Income
Source of Income
Remain as previous application
Primary Secondary
Below RM18,000
RM60,001 - RM90,000
Employment
STPM / Diploma /PreU
RM18,001 - RM36,000
RM90,001 and above
Business
Degree Post Graduate
RM36,001 - RM60,000
Saving / Inheritance
Investment Objective
Capital Growth
Investment Time Frame
Long Term (>5 years)
Regular Income Capital Protection
Medium (3-5 years)
Retirement
Short Term (<3 years)
Investment Experience
Unit Trust _____ year(s)
Future / Options ______ year(s)
No experience
Trading on Bursa Malaysia _____ year(s)
Others ________ year(s)
Notes to be read before completing this section:
FUNDS UNDER RHB RETIREMENT SERIES (PRS Funds relate to the Disclosure Document dated 18 December 2012)
Fund Name Amount (RM) Investment Type
RHB Retirement Series - Growth Fund
RHB Retirement Series - Moderate Fund
RHB Retirement Series - Conservative Fund
TOTAL
Initial
Initial
Initial
Additional
Additional
Additional
Standing Instruction
Standing Instruction
Standing Instruction
Note: If you do not select a Fund, your investment will be by default invested into any of the core funds based on your age group.
• Cheque/bank draft should be crossed and made payable to
"RHB INVESTMENT MANAGEMENT SDN BHD" and must
be drawn on a bank located in Malaysia. You should write your
full name and NRIC No. on the back of each cheque. The
cheque(s)/ bank draft(s) must be attached with this Form.
• You may bank-in cash or deposit cheques into the bank
account(s) as stated herein. Please attach the bank-in slip or a
copy of the Direct Transfer form with this Form. It must clearly
show your name, NRIC No, amount remitted and the name of
the Fund(s) you are investing into.
• If you are investing via Standing Instruction, kindly fill up the
Standing Instruction Form from the relevant bank and attach it
with this Form.
Payment Mode for investment :
Cheque/Bank Draft (Bank ________________ No. _________________ ) (Payable to "RHB Investment Management Sdn Bhd")
Cash Deposit
Bank
RHB Bank Berhad
Account No.
2-14129-00200777
Others ___________________________
FOR PRC / DISTRIBUTOR USE ONLY
RHBIM/Distributor Branch
Code/Stamp
Name of Staff/ PRC/ Distributor
Applicable for PRS Investments made through Institutional / Corporate distributor
Bank Account No.
Investment through distributor
RHB Bank Berhad 2-14129-0024517-7 RHB Bank Berhad
RHB Bank Berhad
RHB Bank Berhad
2-14129-0025250-5
2-14044-0009730-5
IFast Capital Sdn Bhd
Whitman Independent Advisors Sdn Bhd
FOR OFFICE USE ONLY
Signature of Staff/ PRC/
Distributor
Staff/ PRC Code
FIMM Code
Account No. _____________________ Trans. Sequence No _____________________ Price of Transaction ______________________
(RM)

DETAILS OF SWITCHING APPLICATION
SWITCH FROM
Fund Name No of Units
1.
2.
3.
SWITCH TO
Fund Name
1.
2.
3.
DECLARATION
• I acknowledge that I have received, read and understood the disclosure document for the fund(s) to be invested in, the Terms and Conditions of this form and I undertake to be bound by them for my initial and subsequent transactions with RHB Investment Management Sdn Bhd ("RHBIM").
• I undertake to be bound by the provisions of the documents constituting the fund(s) subscribed to as if I was a party thereto.
• I acknowledge that I/We are aware of the fees and charges that I will incur directly or indirectly when investing in the fund(s).
• I hereby declare and acknowledge that I have sole legal and proprietary right over all monies accompanying this application.
• I hereby agree to indemnify RHBIM against all actions, suits, proceedings, claims, damages and losses which may be suffered by RHBIM as a result of any inaccuracy of the declarations herein.
• I do declare and represent that as at the date hereof, I am not an undischarged bankrupt nor has any petition for bankruptcy been filed against me. With the completion of this form, it constitutes that I have read, understood and agreed to be bound the notes, terms and conditions stated in this form. I also accept and acknowledge that RHBIM has absolute discretion to reply on facsimile confirmation from me and undertake to indemnify and hold harmless RHBIM, its employees and agents at all costs, expenses, loss of liabilities, claims and demands arising out of this confirmation.
TERMS AND CONDITIONS
WITHDRAWAL FOR PRS FUNDS
Withdrawal from sub-account B may be requested by a Member from this RHB Retirement Series or from other private retirement schemes (if the said Member is also a Member of other private retirement schemes), via one application to the Private Pension Administrator once every calendar year provided that no withdrawal can be made from aprivate retirement scheme where the said Member has been a Member of that private retirement scheme for less than a year. The PRS Provider must deduct the applicable tax penalty and withdrawal fees from the withdrawn amount before making payment to the Member.
SIGNATURE OF APPLICANT / MEMBER
Signature of Applicant/ Member
Date:
RHBIM/BSP-PRS/2012/02-3