HOW TO INVEST
How to Buy and Sell
Information regarding the provisions and procedures for purchasing and selling Mutual Fund Participation Units.
FIRST STEP
Account Opening
New customers are required to open an account first. Choose the type of customer according to your profile.
INDIVIDUAL
Individual Clients
Fill in the Account Opening Form.
Required Documents
Copy of ID Card (KTP)
Copy of Taxpayer Identification Number (NPWP)
BUSINESS ENTITY
Institutional Clients
Fill in the Institutional Account Opening Form along with a document checklist.
Required Documents
Documents according to the Institutional Account Opening Form checklist
TRANSACTION PROCESS
Purchase & Redemption Process
Mutual fund transactions can be done easily via the form provided. Follow the following flow.
01
Fill in the Transaction Form
Purchase (Subscription) or Resale (Redemption) Form.
02
Send to KIM Indonesia
Include proof of funds transfer for purchase.
03
Same Day NAV
Forms submitted before 1:00 p.m. WIB will receive the same trading day NAV.
04
Custodian Bank Confirmation
A confirmation letter is sent via email, a maximum of 7 trading days after the transaction.
IMPORTANT INFORMATION
Important Information
TRANSACTION DEADLINE
13.00 WIB
NAV same day.
TRANSACTION CONFIRMATION
7 Exchange Days
Via email.
FORM REQUIRED
2 Types
Purchase & Resale.
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