Personalized Private Mandate Portfolio just for YOU!

Invest in Phillip Managed Account for Retirement (PMART) Directly from Your EPF Account 1.

Phillip Capital Management Sdn Bhd (PCM) proudly leads as the FIRST 🏆 Fund Management Institution (FMI) under the Members Investment Scheme to introduce Phillip Managed Account for Retirement (PMART) on the i-Invest platform. Starting from 24^th January 2024, EPF has announced that its members can now invest, switch, or redeem their Private Mandate Portfolios through the secure and user-friendly online transaction portal (i-Invest) within the i-Akaun (member) portal.

Through i-Invest (i-Akaun), EPF members can also effortlessly view their Private Mandate Portfolios and select the PMART products they wish to invest.

Start your investment journey with us today from RM5,000*!

*Terms & Conditions Apply.

What is Private Mandate?

Private Mandate is a bespoke wealth management solution. In this approach, investment decisions are made by an investment manager based on the agreed-upon risk levels. This option is favored by corporate entities and high-net-worth investors seeking to entrust the responsibility to a seasoned professional with ample resources for vigilant monitoring and adept navigation through market uncertainties.

What is PMART?

Phillip Managed Account for Retirement (PMART) is a diversified investment portfolio comprising shares, ETFs, and unit trusts, meticulously managed by Phillip Capital Management Sdn Bhd.

This exclusive opportunity is open to all EPF members with substantial savings in their EPF Account 1, as an EPF-approved Fund Management Institution (FMI).

Take the reins of your financial future with PMART, providing EPF members with a flexible alternative to have their savings skillfully managed by us.

Navigate Your Investment Portfolio 🎯

Steer Your Private Mandate with Your Decisions

1. Invest with Confidence

EPF members can securely manage Private Mandate portfolios with i-Invest (i-Akaun).

2. Total Control at Your Fingertips

Manage Private Mandates and choose PMART products with your EPF Account 1.

3. Visibility and Flexibility

Explore and tailor your PMART products effortlessly with i-Invest (i-Akaun).

Our Products

How do I start?

Step 1:

Log into EPF i-Akaun (Member)

Step 2:

Click on i-Invest > Transaction > Buy.

Step 3:

Choose your preferred Fund Management Institution (FMI) and select the Private Mandate Portfolio(s) you wish to invest in, with a minimum investment of as low as RM5,000.

Step 4:

Choose “Phillip Capital Management Sdn Bhd” as your preferred investment option.

Step 5:

Complete the transaction by signing up or logging in to your PhillipInvest account and enter the TAC code verification.

Kindly take your time to research and make informed decisions before investing in Private Mandate Portfolios. If you have any questions or need assistance, feel free to contact us at (603) 2783 0300 or email us at pcm@phillipcapital.com.my. We’re here to help.

For those interested in registering for EPF’s i-Akaun, click here for more information.

Disclaimer

The information contained herein does not constitute an offer, invitation or solicitation to invest in Phillip Capital Management Sdn Bhd (“PCM”). No part of this document may be circulated or reproduced without prior permission of PCM. This is not a collective investment scheme / unit trust fund. Any investment product or service offered by PCM is not obligations of, deposits in or guaranteed by PCM. Past performance is not necessarily indicative of future returns. Investments are subject to investment risks, including the possible loss of the principal amount invested. Investors should note that the value of the investment may rise as well as decline. If investors are in any doubt about any feature or nature of the investment, they should consult PCM to obtain further information including on the fees and charges involved before investing or seek other professional advice for their specific investment needs or financial situations. Whilst we have taken all reasonable care to ensure that the information contained in this publication is accurate, it does not guarantee the accuracy or completeness of this publication. Any information, opinion and views contained herein are subject to change without notice. We have not given any consideration to and have not made any investigation on your investment objectives, financial situation or your particular needs. Accordingly, no warranty whatsoever is given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of any persons acting on such information and advice.