Investment Plans

Cash Plan  
Saver's Plan  
Our Instituitional Unit Trust Advisers (IUTA) may not carry the complete range of BOSWM MY's Funds. Investments made via our IUTA may be subject to different terms and conditions of the respective IUTA.

Cash Plan


You may invest by cash on a lump sum basis. The initial and additional investment must be a minimum of RM500 and RM100 respectively.

Saver's Plan


Our Saver's Plan helps you to invest a fixed sum of money every month. This saves you the hassle of timing your investment. With a constant investment amount, you will buy more units when prices are low and fewer units when prices are high. This can work out to your advantage and is known as the Ringgit Cost Averaging concept.

You may fix your own time frame for saving, starting with a minimum of five years. You may also determine your own monthly investment amount in multiples of RM100. Activate your own Saver's Plan anytime with two instalments, and let your bank remit the rest to us under standing instruction. (Not available for the Pacific Cash Fund and wholesale Funds). Now, with the Financial Process Exchange (FPX) Direct Debit Service, you can invest in our Funds by directly debiting your savings or current accounts into your unit trust accounts with BOSWM MY#.

Under our Saver's Plan, you will receive an incentive to keep up this valuable discipline of saving consistently. Beginning with your 25th instalment, you will enjoy a 0.25% lower sales charge from the normal sales charge imposed by us for each future monthly instalment^.

# The FPX Direct Debit Service is subject to banking charges.
^ This benefit is not applicable to investments made via our Institutional Unit Trust Advisers (IUTA).