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 Fundsupermart.com v12, Najibnomics to lift KLCI?

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Yishin
post Nov 7 2015, 08:59 AM

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In our FSM account, it doesn't show the breakdown of the credit to which f
undhouse we have accumulated. How does fsm track this? If they don't, does that mean we can use our credit gain from Fundhouse A and do an intraswitch between Fundhouse B?
Yishin
post Nov 9 2015, 05:05 PM

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QUOTE(kimyee73 @ Nov 8 2015, 06:05 PM)
Yes you can use it for any fund houses once you have the credit.
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Great thumbup.gif
Thank you.
Yishin
post Nov 10 2015, 11:42 AM

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QUOTE(kimyee73 @ Nov 9 2015, 09:04 PM)
I know that, so...? Did you reply to wrong person? I was replying to a question whether the credit can be used for different fund house. If the question was for inter-switching between different fund house, of course no. I thought the question was whether credit obtained by intra-switch with fund house A can be used for intra-switch with fund house B - Z. Alright. Nevermind then.
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Yes, kimyee73 is right. This is exactly what I was asking.

Say, normally if we inter-switch from fund house A (equity) to fund house B (equity), we will not get the credit and has to pay 2% sales charge for fund house B (equity).

Now, I wonder if we can do the following to be "exempted" from 2% sales charge, though it will take several steps and time:
1) intra-switch Fund house A (equity) to Fund house A (bond) to gain the credit.
2) buy Fund house B (bond) if you don't have any.
3) intra-switch Fund house B (bond) to Fund house B (equity) using credit obtained from Fund house A intra-switch.
4) sell Fund house A (bond) <--- optional

Anyone tried this before?
Yishin
post Nov 28 2015, 07:16 PM

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QUOTE(nexona88 @ Nov 27 2015, 09:55 PM)
u add because of Tax relief  sweat.gif

3k right?  tongue.gif
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As $8 is to be deducted for PPA annual charge, is that mean we can only claim tax relief for $2992 if we bank in only $3000?
Same for prs promotion, do we need to bank in $3008 to entitle the promotion gift?

Yishin
post Nov 29 2015, 10:43 PM

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QUOTE(kimyee73 @ Nov 29 2015, 10:53 AM)
RM8 deducted by PPA is different from RM10 for account opening. The former is claimable in income tax but not the later.
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Thanks. How about $3000 can entitle for promotion?

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