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 Fundsupermart.com v6, Manage your own unit trust portfolio

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repusez
post Apr 14 2014, 09:12 AM

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QUOTE(guy3288 @ Apr 14 2014, 12:09 AM)
Hello Mnet, i dont mind opening one account with eUT. Can you  please let me know what is the extra benefit we get compared to our FSM here other than the promotion Zero fees now.

Any other hidden charges along the lines? FSM no hidden charges, fees at purchase only, after that no fees.
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eunittrust ui is not as user friendly as fundsupermart and if you use FPX, they charge you rm0.70 per transaction (if i remember correctly), the benefit is that there are some funds that are not available from FSM but available through eunit trust like their own Phillip Master Equity Growth Fund and others. do note that some of their funds are not to be purchase online, you need to check on their website.

but i do like that they have promo where they lower their SC, overall SC is same as fundsupermart. the rest of the thing offered also similar. they do not have any referral program yet

This post has been edited by repusez: Apr 14 2014, 09:13 AM
repusez
post Apr 14 2014, 04:10 PM

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QUOTE(Kaka23 @ Apr 14 2014, 10:36 AM)
Customer service response fast? Got live chat?
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no live chat ,but email response is quite fast. i tried it because of their fund promo with 1% sc last year, but they have promo as frequent as fundsupermart. let's not talk about it here as this thread is about FSM
repusez
post Apr 21 2014, 10:16 AM

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QUOTE(Pink Spider @ Apr 20 2014, 04:45 PM)
No need.
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i think better read this article "Tax Filing For Unit Trust Dividends" , there are some unit trust dividend that has tax credits where you can claim back from the tax dept.

http://www.fundsupermart.com.my/main/resea...?articleNo=3246

anyone still heavy on the "ponzi" HSAQ ?

This post has been edited by repusez: Apr 21 2014, 10:17 AM
repusez
post Jun 4 2014, 06:06 PM

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wanted to top up more on this Eastspring MY Focus fund but found that it's having such a high Annual Expense Ratio of 2.28% , anyone know's why and is it a concern.
repusez
post Jul 8 2014, 11:37 AM

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i think the returns is based NAV price with dividend reinvested

repusez
post Aug 8 2014, 07:30 AM

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QUOTE(David83 @ Aug 7 2014, 06:33 PM)
FSM Fund Choice: 1 Year Anniversary! August 7, 2014
This August, we delightfully celebrate the 1 year anniversary for our FSM Fund Choice.

URL: http://www.fundsupermart.com.my/main/resea...?articleNo=4864
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aiya, i thought they will give 1% SC discount for all funds in their FSM Fund choice during their anniversary
repusez
post Aug 16 2014, 07:33 PM

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just notice that Eastspring Investments MY Focus Fund is now available for EPF investment. anyone use this method : withdraw lum sum from epf into eastspring bond fund and then DCA every month to Eastspring's funds.
repusez
post Aug 16 2014, 07:51 PM

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then do you need to send the original switching form (EPF switching needs ori form) to FSM every month? or do you go down to their office to do it

This post has been edited by repusez: Aug 16 2014, 10:32 PM
repusez
post Aug 17 2014, 12:39 PM

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QUOTE(David83 @ Aug 17 2014, 11:01 AM)
He just wants to use the bond fund as parking place and then, switch to equity fund.

Not sure if that strategy is possible but another forumer concurred with the idea.
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yup that's my strategy , just a bit leceh because need to send in form every month, to do DCA for epf funds
repusez
post Aug 22 2014, 01:24 PM

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more like amanah mutual outsource the fund management of that fund to cimb principal,

if i'm not wrong amanah mutual divident trust fund was manage by hwang
repusez
post Aug 27 2014, 05:36 PM

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there's another way if you want to enjoy the new member benefit, that is to register an additional beneficiary account (joint accont with someone else, ie spouse , brother or someone close).

You'll still be in control of the beneficiary account and if you die the account gets transferred to that joint name. Each person can only create up to 2 additional beneficiary account on top of the personal account

repusez
post Aug 28 2014, 01:54 PM

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From: Kandang Lembu, KL
QUOTE(kimyee73 @ Aug 28 2014, 01:16 PM)
Before you do that, open the beneficiary one as individual account first. Enjoy the benefit, then open same person as beneficiary, enjoy it one more time. Then transfer all individual one to beneficiary. Done this before.
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cool , how do you do the transfer ? need to sign some form from FSM?

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