• How to Invest

1. Before purchasing Mutual Fund Participation Unit, the Customer must have read and understood the contents of the Prospectus and its terms and conditions.

 

2. The Customer must complete and sign the Account Opening Form as well as Investor Profile completely and correctly in accordance with its profile.

a. Individual Customer:

Individual Customer is required to complete the Account Opening Form, Investor Profile and original Subscription Form, Participation Unit Subscription Form by attaching a photocopy of the identity document in the form of Identity Card (KTP) and NPWP (if any) for Indonesian Citizen or Passport for Foreign Citizen.

Download Individual Account Opening Form
 

b. Institutional Customer

The Institutional Customer is required to complete the Account Opening Form, Investor Profile and original Participation Unit Subscription Form by enclosing the Deed of Establishment in the State Gazette, SIUP, TDP, Certificate of Domicile, NPWP, and Identity Card / Passport of competent authority.

Download Institutional Account Opening Form

 

3. The Customer will receive an email notification related to the Single Investor Identification Number (SID) and the unit holder ID sent by the customer care stating the status of account opening is already active.

 

4. Furthermore, the Customer will deposits / transfers to the Investment Fund account listed on the purchase form and send the transfer proof through fax to + 62-21 5223 287 or email to: care@sequisam.co.id  before 13.00 WIB to Customer Care Sequis Asset Management and confirm to Customer Relation Officer / Customer Service. Sequis Asset Management does not accept Mutual Fund purchases in cash.
Download Transaction Form

 

5. Transactions and transfer proof received before 13.00 WIB will be processed using NAB on that day. If the transaction and transfer receipt are received after 13.00 PM, it will be processed with NAB the following day.

 

6. If subscription fee (purchase fee) is in the terms of the products, hence customers who purchase at minimum purchase must add the amount of fee to the total funds transferred.

 

7. The Participation Unit Ownership Confirmation Letter will be sent to the Customer's correspondence address no later than 7 (seven) Exchange days from the purchase processed date.

1. The Customer shall fill out Participation Unit Purchase Form and make deposit / transfer to the intended Fund Account and send the funds transfer proof along with Full Name and Investor Number by email to: care@sequisam.co.id or facsimile to: + 62-21 5223 287.

 

2. Customer make confirmation to the Customer Relation Officer / Customer Service.

 

3. Transactions and transfer proof received before 13.00 WIB will be processed using NAB on that day. If the transaction and transfer proof receipt are received after 13.00 PM, it will be processed with NAB the following day.

 

4. Participation Unit Ownership Confirmation Letter will be sent to Customer's correspondence address no later than 7 (seven) Exchange days from the purchase processed date.

1. The Customer fill out the switching unit form and confirm to Customer Release Officer / Customer Care Sequis Asset Management by email to:  care@sequisam.co.id or facsimile to: + 62-21 5223 287.

 

2. Participation Unit Ownership Confirmation Letter will be sent to Customer's correspondence address no later than 7 (seven) Bourse days from the transfer processed date.

Switching Scheme

1. The Customer shall fill out, sign and submit / Send Participation Unit Redemption Form by email to: care@sequisam.co.id or fax to: + 62-21 5223 288 to Sequis Asset Management Customer Care before 13.00 WIB on the exchange day.

 

2. The proceeds of the redemption shall be sent to the Customer's account no later than 7 (seven) Exchange days.

 

3. If redemption fee is in the terms of the product, hence the amounts sent to the customer shall be the total proceeds of the Redemption deducted by the redemption fee and applicable bank fees.

 

4. Participation Unit Ownership Confirmation Letter will be sent to Customer's correspondence address no later than 7 (seven) Exchange days since the Redemption processed date.

Participation Unit Redemption Scheme

Calculate your Budgeting Estimates

Create your pension plan now! Just by answering few simple questions, we will help you calculate your financial plan for your retirement years.

Need help ?