Get Eastspring Investments Berhad

This guide provides a comprehensive overview of how to efficiently fill out the Eastspring Investments Berhad transaction form for regular investments. Designed for users with varying levels of experience, this step-by-step approach ensures that all necessary information is accurately captured.

Follow the steps to complete your transaction form online.

1. Click the ‘Get Form’ button to obtain the transaction form and open it in your preferred document editing tool.
2. In the first section, enter your master account number and, if applicable, your campaign code. For Eastspring or Prudential staff investments, please provide a copy of your staff ID card.
3. Proceed to fill in the individual or non-individual applicant details. This includes the full name of the principal account holder, their NRIC or passport number, and if applicable, the joint account holder’s details.
4. Enter the name of the contact person and their contact number. Make sure to include the country code and applicable area codes.
5. Select your regular investment choice by choosing from the provided options: new regular investment plan, change of regular investment plan, or cancel/stop regular investment plan.
6. In the regular investment details section, specify the name of the fund(s) you wish to invest in. Indicate the deduction dates and amounts clearly.
7. In the declaration and signatures section, confirm that you have read the relevant prospectus and acknowledge the fees and conditions associated with your investment. Ensure all signatories are noted.
8. Finish by saving the changes to your completed form. You can choose to download, print, or share the form as needed.

Complete your investment documents online today for a more streamlined process.