HOW TO INVEST

Download Forms

Download the forms required for purchasing, selling, or changing investment data.

DOWNLOAD DOCUMENTS

Choose the Form You Need

All forms are available in PDF format and can be printed directly to be submitted to KISI Asset Management.

New Account Opening

For customers who don't have an account

Account Opening Form – Individual

For individual customers (WNI/WNA)

Download

Account Opening Form – Institution

For business/corporate customers

Download

Transactions

Purchase, sale and transfer of mutual funds

Purchase Form

For investment unit purchase transactions

Download

Sales Form

For investment unit resale transactions

Download

Transfer Form

For transfers between mutual fund products

Download

FATCA

Foreign Account Tax Compliance Act

FATCA Form – Individual

For individual customers

Download

FATCA Form – Institution

For business/corporate customers

Download

Beneficial Owner

Beneficial ownership form

Beneficial Owner Form

Statement of beneficial owner in accordance with OJK regulations

Download

How to use: Download, print, fill in completely, then send to the KIM Indonesia office — Sequis Tower Floor 6, Jl. Gen. Sudirman Kav. 71, South Jakarta. Include proof of transfer for the purchase transaction.

Need help?

Contact our team by phone or email.

+62 21 299 11 808 cs@koreainvestment.co.id