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Buy Unit Trust |
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Sell Unit Trust |
Buy Unit Trust
You can conveniently make your unit trust purchase online through our website. You can transact using your CPF-Ordinary and Special Account, and SRS Account.
The following is step-by-step procedure to buy our unit trusts online:
| 1. | At UOBAM Homepage, click the "UOBAM Login" button. |
| 2. | Enter your Username and Password. |
| 3. | Upon successful login, you will see a list of online services on the left-hand panel. Please select “UOBAM Unit Trust” to see your unit trust holdings online. |
| 4. | If you wish to purchase more units of any UOBAM unit
trust that you are currently holding, click the "Buy"
button beside the fund name. If you wish to purchase other UOBAM unit trust, click the "Purchase" button (at the navigation panel on the left-hand side). |
| 5. | At the Purchase Request screen, select your choice of unit trust from the drop down menu. |
| 6. | Download the "Fund Prospectus". It is important that you read and understand the prospectus that contains details of the Fund before making any purchase. You may also find out more about the fund by reading the Fund "Fact Sheet". |
| 7. | Click the "Discount" button to see the existing discount structure for the Fund. |
| 8. | Enter the dollar amount that you wish to invest in the Fund that you have chosen. |
| 9. | If you want to have Regular Savings Plan (RSP) for this Fund, enter the RSP dollar amount and the frequency. |
| 10. | Select your preferred mode of payment. |
| 11. | For payment by Cash, select the dividends instructions. For payment by CPF and SRS, the dividends are automatically credited to your CPF Account and SRS Account respectively. |
| 12. | Download the terms and conditions of the purchase transaction. It is important that you read and understand these "Terms and Conditions" that govern the online transactions. |
| 13. | Click "Submit" to submit your purchase request. (Note: If you wish to cancel your purchase at this stage, click the "Cancel" button.) |
| 14. | Select the discount or gift for the Fund purchase in the Entitled Discount screen. |
| 15. | The next screen shows the Purchase List. You may proceed to buy another fund by clicking "Buy Another". You can purchase up to 3 funds in one session. You just have to repeat step 6 to 15. After making all your purchase requests, at the Purchase List screen, click the "Submit" button to proceed. |
| 16. | At the Confirmation screen, check your purchase details and your particulars. You may edit your purchase and particulars by clicking the respective buttons. When editing your particulars at the Personal Particulars screen, you can update your Contact Numbers and Notification Method. |
| 17. | Once your purchase details and your particulars are correct, click the "Confirm" button. |
| 18. | At the Application Completed screen, note the Reference Number assigned to your purchase transaction, as you would be requested to quote it when making future enquiries on your transaction. |
You are assigned a unique Reference Number when your online purchase transaction is successfully completed. Please quote this Reference Number when you make any enquiries on the transaction with us. If you do not receive this Reference Number, you would need to repeat your transaction.
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Sell Unit Trust
Only Registered Users with login Username and Password can sell their unit trusts online.
| 1. | At UOBAM Homepage, click the "UOBAM Login" button. |
| 2. | Enter your Username and Password. |
| 3. | Upon successful login, you will see a list of online services on the left-hand panel. Please select “UOBAM Unit Trust” to see your unit trust holdings online. |
| 4. | Click the "Sell" button beside the fund name if you wish to realise units of that unit trust in your fund holdings. |
| 5. | At the Realisation Request screen, enter the number of units that you wish to realise. If you want to realise all your holdings for that Fund, select the "Sell All" button. |
| 6. | Select your preferred mode of credit. |
| 7. | Download the terms and conditions of the realisation transaction. It is important that you read and understand these "Terms and Conditions" that govern the online transactions. |
| 8. | Click "Submit" to submit your purchase request. (Note: If you wish to cancel your realisation at this stage, click the "Cancel" button.) |
| 9. | The next screen shows the Realisation List. You may proceed to sell another fund by clicking "Sell Another". You can realise up to 3 funds in one session. You just have to repeat step 6 to 9. After making all your realisation requests, at the Realisation List screen, click the "Submit" button to proceed. |
| 10. | At the Confirmation screen, check your realisation details and your particulars. You may edit your realisation and particulars by clicking the respective buttons. When editing your particulars at the Personal Particulars screen, you can update your Contact Numbers and Notification Method. |
| 11. | Once your realisation details and your particulars are correct, click the "Confirm" button. |
| 12. | At the Application Completed screen, note the Reference Number assigned to your realisation transaction, as you would be requested to quote it when making future enquiries on your transaction. |
Important Notes:
You are assigned a unique Reference Number when your online realisation transaction is successfully completed. Please quote this Reference Number when you make any enquiries on the transaction with us. If you do not receive this Reference Number, you would need to repeat your transaction.
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