Spotlight Funds

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AmCIOSeries

AmCIO Series – Global Tactical 

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Sophisticated Investor Declaration


This wholesale fund is exclusively intended for the offering or sale to investors who qualify as “sophisticated investor”. This wholesale fund is not intended for non-sophisticated investors.

Pursuant to the Guidelines on Unlisted Capital Market Products under the Lodge and Launch Framework and Guidelines on Categories of Sophisticated Investor, you are deemed a "sophisticated investor" if you satisfy at least one of the prescribed criteria outlined below.

  1.    Accredited Investor
    1. A unit trust scheme, private retirement scheme or prescribed investment scheme;
    2. Bank Negara Malaysia;
    3. A licensed person or a registered person;
    4. An exchange holding company, a stock exchange, a derivatives exchange, an approved clearing house, a central depository or a recognised market operator;">A corporation that is licensed, registered or approved to carry on any regulated activity or capital market services by an authority in Labuan or outside Malaysia which exercises functions corresponding to the functions of the Securities Commission Malaysia;
    5. An Islamic bank licensee or takaful licensee as defined under the Labuan Islamic Financial Services and Securities Act 2010;
    6. A closed-end fund approved by the Securities Commission Malaysia.

     

  2.    High-Net Worth Entity
    1. A company that is registered as a trust company under the Trust Companies Act 1949 and has assets under its management exceeding RM10 million or its equivalent in foreign currencies;
    2. A corporation that is a public company under the Companies Act 2016 which is approved by the Securities Commission Malaysia to be a trustee under the Capital Markets and Services Act 2007 and has assets under its management, exceeding RM10 million or its equivalent in foreign currencies;
    3. A corporation that is carrying on the regulated activity of fund management solely for the benefit of its related corporations and has assets under its management exceeding RM10 million or its equivalent in foreign currencies;
    4. A corporation with total net assets exceeding RM10 million or its equivalent in foreign currencies based on the last audited accounts;
    5. A partnership with total net assets exceeding RM10 million or its equivalent in foreign currencies;
    6. A statutory body established under any laws whose function or mandate is investment in capital market products; or
    7. A pension fund approved by the Director General of Inland Revenue under the Income Tax Act 1967.

     

  3.    High-Net Worth Individual
    1. An individual whose total net personal assets exceeding RM3 million or its equivalent in foreign currencies, provided that the net value of the primary residence of the individual contribute not more than RM1 million of the total net assets;
    2. An individual whose total net joint assets with his or her spouse or child exceeding RM3 million or its equivalent in foreign currencies, provided that the net value of the primary residence of the individual with his or her spouse or child contribute not more than RM1 million of the total net assets;
    3. An individual who has a gross annual income exceeding RM300,000 or its equivalent in foreign currencies in the preceding 12 months;
    4. An individual who jointly with his or her spouse or child, has a gross annual income exceeding RM400,000 or its equivalent in foreign currencies in the preceding 12 months;
    5. An individual whose total net personal investment portfolio or total net joint investment portfolio with his or her spouse or child, in any capital market products exceeding RM1 million or its equivalent in foreign currencies;
    6. An individual who holds a Bachelor’s or Master’s degree related to Finance, Economics or Actuarial Science, a Bachelor’s or Master’s degree in Accounting or a Master of Business Administration and has 5 consecutive years of relevant working experience in finance, economics, actuarial science or accounting;
    7. An individual who holds membership as Active Member of Chartered Financial Analyst (CFA) Institute, Chartered Banker of Asian Institute of Chartered Bankers (AICB), Ordinary Member of Financial Markets Association Malaysia (FMAM), Chartered Accountant, C.A(M) of Malaysian Institute of Accountants (MIA), Ordinary Member of Malaysia Association of Tax Accountants (MATA), Accredited Angel Investor of Malaysian Business Angel Network (MBAN), Certified Member of Financial Planning Association of Malaysia (FPAM) or Ordinary Member of Malaysian Financial Planning Council (MFPC); or
    8. An individual who has 5 consecutive years of working experience in a capital market intermediary relating to product development, corporate finance, deal advisory, investment management, sales and trading, investment research and advisory, financial analysis, or the provision of training in investment products.

     

  4.    Others
    1. Any person who acquires any capital market product specified under the Guidelines on Unlisted Capital Market Products under the Lodge and Launch Framework where the consideration is not less than RM250,000 or its equivalent in foreign currencies for each transaction whether such amount is paid for in cash or otherwise; or
    2. (ii) Any other category of investor(s) as may be permitted by the Securities Commission Malaysia from time to time and/or under the relevant guidelines for wholesale fund.

     

Please note that this Sophisticated Investor Declaration constitutes only one aspect of the terms governing investments in a wholesale fund. Prospective sophisticated investors are advised to read and understand the Information Memorandum and supplemental documents (if any) (“offering documents”) or seek advice from a professional advisor prior to making any investment decision, as the offering documents may contain additional provisions – including, but not limited to, the minimum initial and subsequent investment requirements.

By clicking "Agree & Continue", you hereby declare and confirm that you have read and understood the Sophisticated Investor Declaration and that you qualify as a sophisticated investor.

Agree & Continue
AmIslamicGlobalREITsFund

AmIslamic Growth

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AmIslamicGlobalREITsFund

AmChina A-Shares

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Sophisticated Investor Declaration


This wholesale fund is exclusively intended for the offering or sale to investors who qualify as “sophisticated investor”. This wholesale fund is not intended for non-sophisticated investors.

Pursuant to the Guidelines on Unlisted Capital Market Products under the Lodge and Launch Framework and Guidelines on Categories of Sophisticated Investor, you are deemed a "sophisticated investor" if you satisfy at least one of the prescribed criteria outlined below.

  1.    Accredited Investor
    1. A unit trust scheme, private retirement scheme or prescribed investment scheme;
    2. Bank Negara Malaysia;
    3. A licensed person or a registered person;
    4. An exchange holding company, a stock exchange, a derivatives exchange, an approved clearing house, a central depository or a recognised market operator;">A corporation that is licensed, registered or approved to carry on any regulated activity or capital market services by an authority in Labuan or outside Malaysia which exercises functions corresponding to the functions of the Securities Commission Malaysia;
    5. An Islamic bank licensee or takaful licensee as defined under the Labuan Islamic Financial Services and Securities Act 2010;
    6. A closed-end fund approved by the Securities Commission Malaysia.

     

  2.    High-Net Worth Entity
    1. A company that is registered as a trust company under the Trust Companies Act 1949 and has assets under its management exceeding RM10 million or its equivalent in foreign currencies;
    2. A corporation that is a public company under the Companies Act 2016 which is approved by the Securities Commission Malaysia to be a trustee under the Capital Markets and Services Act 2007 and has assets under its management, exceeding RM10 million or its equivalent in foreign currencies;
    3. A corporation that is carrying on the regulated activity of fund management solely for the benefit of its related corporations and has assets under its management exceeding RM10 million or its equivalent in foreign currencies;
    4. A corporation with total net assets exceeding RM10 million or its equivalent in foreign currencies based on the last audited accounts;
    5. A partnership with total net assets exceeding RM10 million or its equivalent in foreign currencies;
    6. A statutory body established under any laws whose function or mandate is investment in capital market products; or
    7. A pension fund approved by the Director General of Inland Revenue under the Income Tax Act 1967.

     

  3.    High-Net Worth Individual
    1. An individual whose total net personal assets exceeding RM3 million or its equivalent in foreign currencies, provided that the net value of the primary residence of the individual contribute not more than RM1 million of the total net assets;
    2. An individual whose total net joint assets with his or her spouse or child exceeding RM3 million or its equivalent in foreign currencies, provided that the net value of the primary residence of the individual with his or her spouse or child contribute not more than RM1 million of the total net assets;
    3. An individual who has a gross annual income exceeding RM300,000 or its equivalent in foreign currencies in the preceding 12 months;
    4. An individual who jointly with his or her spouse or child, has a gross annual income exceeding RM400,000 or its equivalent in foreign currencies in the preceding 12 months;
    5. An individual whose total net personal investment portfolio or total net joint investment portfolio with his or her spouse or child, in any capital market products exceeding RM1 million or its equivalent in foreign currencies;
    6. An individual who holds a Bachelor’s or Master’s degree related to Finance, Economics or Actuarial Science, a Bachelor’s or Master’s degree in Accounting or a Master of Business Administration and has 5 consecutive years of relevant working experience in finance, economics, actuarial science or accounting;
    7. An individual who holds membership as Active Member of Chartered Financial Analyst (CFA) Institute, Chartered Banker of Asian Institute of Chartered Bankers (AICB), Ordinary Member of Financial Markets Association Malaysia (FMAM), Chartered Accountant, C.A(M) of Malaysian Institute of Accountants (MIA), Ordinary Member of Malaysia Association of Tax Accountants (MATA), Accredited Angel Investor of Malaysian Business Angel Network (MBAN), Certified Member of Financial Planning Association of Malaysia (FPAM) or Ordinary Member of Malaysian Financial Planning Council (MFPC); or
    8. An individual who has 5 consecutive years of working experience in a capital market intermediary relating to product development, corporate finance, deal advisory, investment management, sales and trading, investment research and advisory, financial analysis, or the provision of training in investment products.

     

  4.    Others
    1. Any person who acquires any capital market product specified under the Guidelines on Unlisted Capital Market Products under the Lodge and Launch Framework where the consideration is not less than RM250,000 or its equivalent in foreign currencies for each transaction whether such amount is paid for in cash or otherwise; or
    2. (ii) Any other category of investor(s) as may be permitted by the Securities Commission Malaysia from time to time and/or under the relevant guidelines for wholesale fund.

     

Please note that this Sophisticated Investor Declaration constitutes only one aspect of the terms governing investments in a wholesale fund. Prospective sophisticated investors are advised to read and understand the Information Memorandum and supplemental documents (if any) (“offering documents”) or seek advice from a professional advisor prior to making any investment decision, as the offering documents may contain additional provisions – including, but not limited to, the minimum initial and subsequent investment requirements.

By clicking "Agree & Continue", you hereby declare and confirm that you have read and understood the Sophisticated Investor Declaration and that you qualify as a sophisticated investor.

Agree & Continue
AmIslamicGlobalREITsFund

AmTech & Innovation Fund

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Sophisticated Investor Declaration


This wholesale fund is exclusively intended for the offering or sale to investors who qualify as “sophisticated investor”. This wholesale fund is not intended for non-sophisticated investors.

Pursuant to the Guidelines on Unlisted Capital Market Products under the Lodge and Launch Framework and Guidelines on Categories of Sophisticated Investor, you are deemed a "sophisticated investor" if you satisfy at least one of the prescribed criteria outlined below.

  1.    Accredited Investor
    1. A unit trust scheme, private retirement scheme or prescribed investment scheme;
    2. Bank Negara Malaysia;
    3. A licensed person or a registered person;
    4. An exchange holding company, a stock exchange, a derivatives exchange, an approved clearing house, a central depository or a recognised market operator;">A corporation that is licensed, registered or approved to carry on any regulated activity or capital market services by an authority in Labuan or outside Malaysia which exercises functions corresponding to the functions of the Securities Commission Malaysia;
    5. An Islamic bank licensee or takaful licensee as defined under the Labuan Islamic Financial Services and Securities Act 2010;
    6. A closed-end fund approved by the Securities Commission Malaysia.

     

  2.    High-Net Worth Entity
    1. A company that is registered as a trust company under the Trust Companies Act 1949 and has assets under its management exceeding RM10 million or its equivalent in foreign currencies;
    2. A corporation that is a public company under the Companies Act 2016 which is approved by the Securities Commission Malaysia to be a trustee under the Capital Markets and Services Act 2007 and has assets under its management, exceeding RM10 million or its equivalent in foreign currencies;
    3. A corporation that is carrying on the regulated activity of fund management solely for the benefit of its related corporations and has assets under its management exceeding RM10 million or its equivalent in foreign currencies;
    4. A corporation with total net assets exceeding RM10 million or its equivalent in foreign currencies based on the last audited accounts;
    5. A partnership with total net assets exceeding RM10 million or its equivalent in foreign currencies;
    6. A statutory body established under any laws whose function or mandate is investment in capital market products; or
    7. A pension fund approved by the Director General of Inland Revenue under the Income Tax Act 1967.

     

  3.    High-Net Worth Individual
    1. An individual whose total net personal assets exceeding RM3 million or its equivalent in foreign currencies, provided that the net value of the primary residence of the individual contribute not more than RM1 million of the total net assets;
    2. An individual whose total net joint assets with his or her spouse or child exceeding RM3 million or its equivalent in foreign currencies, provided that the net value of the primary residence of the individual with his or her spouse or child contribute not more than RM1 million of the total net assets;
    3. An individual who has a gross annual income exceeding RM300,000 or its equivalent in foreign currencies in the preceding 12 months;
    4. An individual who jointly with his or her spouse or child, has a gross annual income exceeding RM400,000 or its equivalent in foreign currencies in the preceding 12 months;
    5. An individual whose total net personal investment portfolio or total net joint investment portfolio with his or her spouse or child, in any capital market products exceeding RM1 million or its equivalent in foreign currencies;
    6. An individual who holds a Bachelor’s or Master’s degree related to Finance, Economics or Actuarial Science, a Bachelor’s or Master’s degree in Accounting or a Master of Business Administration and has 5 consecutive years of relevant working experience in finance, economics, actuarial science or accounting;
    7. An individual who holds membership as Active Member of Chartered Financial Analyst (CFA) Institute, Chartered Banker of Asian Institute of Chartered Bankers (AICB), Ordinary Member of Financial Markets Association Malaysia (FMAM), Chartered Accountant, C.A(M) of Malaysian Institute of Accountants (MIA), Ordinary Member of Malaysia Association of Tax Accountants (MATA), Accredited Angel Investor of Malaysian Business Angel Network (MBAN), Certified Member of Financial Planning Association of Malaysia (FPAM) or Ordinary Member of Malaysian Financial Planning Council (MFPC); or
    8. An individual who has 5 consecutive years of working experience in a capital market intermediary relating to product development, corporate finance, deal advisory, investment management, sales and trading, investment research and advisory, financial analysis, or the provision of training in investment products.

     

  4.    Others
    1. Any person who acquires any capital market product specified under the Guidelines on Unlisted Capital Market Products under the Lodge and Launch Framework where the consideration is not less than RM250,000 or its equivalent in foreign currencies for each transaction whether such amount is paid for in cash or otherwise; or
    2. (ii) Any other category of investor(s) as may be permitted by the Securities Commission Malaysia from time to time and/or under the relevant guidelines for wholesale fund.

     

Please note that this Sophisticated Investor Declaration constitutes only one aspect of the terms governing investments in a wholesale fund. Prospective sophisticated investors are advised to read and understand the Information Memorandum and supplemental documents (if any) (“offering documents”) or seek advice from a professional advisor prior to making any investment decision, as the offering documents may contain additional provisions – including, but not limited to, the minimum initial and subsequent investment requirements.

By clicking "Agree & Continue", you hereby declare and confirm that you have read and understood the Sophisticated Investor Declaration and that you qualify as a sophisticated investor.

Agree & Continue
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Sophisticated Investor Declaration


This wholesale fund is exclusively intended for the offering or sale to investors who qualify as “sophisticated investor”. This wholesale fund is not intended for non-sophisticated investors.

Pursuant to the Guidelines on Unlisted Capital Market Products under the Lodge and Launch Framework and Guidelines on Categories of Sophisticated Investor, you are deemed a "sophisticated investor" if you satisfy at least one of the prescribed criteria outlined below.

  1.    Accredited Investor
    1. A unit trust scheme, private retirement scheme or prescribed investment scheme;
    2. Bank Negara Malaysia;
    3. A licensed person or a registered person;
    4. An exchange holding company, a stock exchange, a derivatives exchange, an approved clearing house, a central depository or a recognised market operator;">A corporation that is licensed, registered or approved to carry on any regulated activity or capital market services by an authority in Labuan or outside Malaysia which exercises functions corresponding to the functions of the Securities Commission Malaysia;
    5. An Islamic bank licensee or takaful licensee as defined under the Labuan Islamic Financial Services and Securities Act 2010;
    6. A closed-end fund approved by the Securities Commission Malaysia.

     

  2.    High-Net Worth Entity
    1. A company that is registered as a trust company under the Trust Companies Act 1949 and has assets under its management exceeding RM10 million or its equivalent in foreign currencies;
    2. A corporation that is a public company under the Companies Act 2016 which is approved by the Securities Commission Malaysia to be a trustee under the Capital Markets and Services Act 2007 and has assets under its management, exceeding RM10 million or its equivalent in foreign currencies;
    3. A corporation that is carrying on the regulated activity of fund management solely for the benefit of its related corporations and has assets under its management exceeding RM10 million or its equivalent in foreign currencies;
    4. A corporation with total net assets exceeding RM10 million or its equivalent in foreign currencies based on the last audited accounts;
    5. A partnership with total net assets exceeding RM10 million or its equivalent in foreign currencies;
    6. A statutory body established under any laws whose function or mandate is investment in capital market products; or
    7. A pension fund approved by the Director General of Inland Revenue under the Income Tax Act 1967.

     

  3.    High-Net Worth Individual
    1. An individual whose total net personal assets exceeding RM3 million or its equivalent in foreign currencies, provided that the net value of the primary residence of the individual contribute not more than RM1 million of the total net assets;
    2. An individual whose total net joint assets with his or her spouse or child exceeding RM3 million or its equivalent in foreign currencies, provided that the net value of the primary residence of the individual with his or her spouse or child contribute not more than RM1 million of the total net assets;
    3. An individual who has a gross annual income exceeding RM300,000 or its equivalent in foreign currencies in the preceding 12 months;
    4. An individual who jointly with his or her spouse or child, has a gross annual income exceeding RM400,000 or its equivalent in foreign currencies in the preceding 12 months;
    5. An individual whose total net personal investment portfolio or total net joint investment portfolio with his or her spouse or child, in any capital market products exceeding RM1 million or its equivalent in foreign currencies;
    6. An individual who holds a Bachelor’s or Master’s degree related to Finance, Economics or Actuarial Science, a Bachelor’s or Master’s degree in Accounting or a Master of Business Administration and has 5 consecutive years of relevant working experience in finance, economics, actuarial science or accounting;
    7. An individual who holds membership as Active Member of Chartered Financial Analyst (CFA) Institute, Chartered Banker of Asian Institute of Chartered Bankers (AICB), Ordinary Member of Financial Markets Association Malaysia (FMAM), Chartered Accountant, C.A(M) of Malaysian Institute of Accountants (MIA), Ordinary Member of Malaysia Association of Tax Accountants (MATA), Accredited Angel Investor of Malaysian Business Angel Network (MBAN), Certified Member of Financial Planning Association of Malaysia (FPAM) or Ordinary Member of Malaysian Financial Planning Council (MFPC); or
    8. An individual who has 5 consecutive years of working experience in a capital market intermediary relating to product development, corporate finance, deal advisory, investment management, sales and trading, investment research and advisory, financial analysis, or the provision of training in investment products.

     

  4.    Others
    1. Any person who acquires any capital market product specified under the Guidelines on Unlisted Capital Market Products under the Lodge and Launch Framework where the consideration is not less than RM250,000 or its equivalent in foreign currencies for each transaction whether such amount is paid for in cash or otherwise; or
    2. (ii) Any other category of investor(s) as may be permitted by the Securities Commission Malaysia from time to time and/or under the relevant guidelines for wholesale fund.

     

Please note that this Sophisticated Investor Declaration constitutes only one aspect of the terms governing investments in a wholesale fund. Prospective sophisticated investors are advised to read and understand the Information Memorandum and supplemental documents (if any) (“offering documents”) or seek advice from a professional advisor prior to making any investment decision, as the offering documents may contain additional provisions – including, but not limited to, the minimum initial and subsequent investment requirements.

By clicking "Agree & Continue", you hereby declare and confirm that you have read and understood the Sophisticated Investor Declaration and that you qualify as a sophisticated investor.

Agree & Continue
IndiaGrowthFund

India Growth Fund

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BrochureGlobalSmallerCompaniesFund

Global Smaller Companies Fund

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Sophisticated Investor Declaration


This wholesale fund is exclusively intended for the offering or sale to investors who qualify as “sophisticated investor”. This wholesale fund is not intended for non-sophisticated investors.

Pursuant to the Guidelines on Unlisted Capital Market Products under the Lodge and Launch Framework and Guidelines on Categories of Sophisticated Investor, you are deemed a "sophisticated investor" if you satisfy at least one of the prescribed criteria outlined below.

  1.    Accredited Investor
    1. A unit trust scheme, private retirement scheme or prescribed investment scheme;
    2. Bank Negara Malaysia;
    3. A licensed person or a registered person;
    4. An exchange holding company, a stock exchange, a derivatives exchange, an approved clearing house, a central depository or a recognised market operator;">A corporation that is licensed, registered or approved to carry on any regulated activity or capital market services by an authority in Labuan or outside Malaysia which exercises functions corresponding to the functions of the Securities Commission Malaysia;
    5. An Islamic bank licensee or takaful licensee as defined under the Labuan Islamic Financial Services and Securities Act 2010;
    6. A closed-end fund approved by the Securities Commission Malaysia.

     

  2.    High-Net Worth Entity
    1. A company that is registered as a trust company under the Trust Companies Act 1949 and has assets under its management exceeding RM10 million or its equivalent in foreign currencies;
    2. A corporation that is a public company under the Companies Act 2016 which is approved by the Securities Commission Malaysia to be a trustee under the Capital Markets and Services Act 2007 and has assets under its management, exceeding RM10 million or its equivalent in foreign currencies;
    3. A corporation that is carrying on the regulated activity of fund management solely for the benefit of its related corporations and has assets under its management exceeding RM10 million or its equivalent in foreign currencies;
    4. A corporation with total net assets exceeding RM10 million or its equivalent in foreign currencies based on the last audited accounts;
    5. A partnership with total net assets exceeding RM10 million or its equivalent in foreign currencies;
    6. A statutory body established under any laws whose function or mandate is investment in capital market products; or
    7. A pension fund approved by the Director General of Inland Revenue under the Income Tax Act 1967.

     

  3.    High-Net Worth Individual
    1. An individual whose total net personal assets exceeding RM3 million or its equivalent in foreign currencies, provided that the net value of the primary residence of the individual contribute not more than RM1 million of the total net assets;
    2. An individual whose total net joint assets with his or her spouse or child exceeding RM3 million or its equivalent in foreign currencies, provided that the net value of the primary residence of the individual with his or her spouse or child contribute not more than RM1 million of the total net assets;
    3. An individual who has a gross annual income exceeding RM300,000 or its equivalent in foreign currencies in the preceding 12 months;
    4. An individual who jointly with his or her spouse or child, has a gross annual income exceeding RM400,000 or its equivalent in foreign currencies in the preceding 12 months;
    5. An individual whose total net personal investment portfolio or total net joint investment portfolio with his or her spouse or child, in any capital market products exceeding RM1 million or its equivalent in foreign currencies;
    6. An individual who holds a Bachelor’s or Master’s degree related to Finance, Economics or Actuarial Science, a Bachelor’s or Master’s degree in Accounting or a Master of Business Administration and has 5 consecutive years of relevant working experience in finance, economics, actuarial science or accounting;
    7. An individual who holds membership as Active Member of Chartered Financial Analyst (CFA) Institute, Chartered Banker of Asian Institute of Chartered Bankers (AICB), Ordinary Member of Financial Markets Association Malaysia (FMAM), Chartered Accountant, C.A(M) of Malaysian Institute of Accountants (MIA), Ordinary Member of Malaysia Association of Tax Accountants (MATA), Accredited Angel Investor of Malaysian Business Angel Network (MBAN), Certified Member of Financial Planning Association of Malaysia (FPAM) or Ordinary Member of Malaysian Financial Planning Council (MFPC); or
    8. An individual who has 5 consecutive years of working experience in a capital market intermediary relating to product development, corporate finance, deal advisory, investment management, sales and trading, investment research and advisory, financial analysis, or the provision of training in investment products.

     

  4.    Others
    1. Any person who acquires any capital market product specified under the Guidelines on Unlisted Capital Market Products under the Lodge and Launch Framework where the consideration is not less than RM250,000 or its equivalent in foreign currencies for each transaction whether such amount is paid for in cash or otherwise; or
    2. (ii) Any other category of investor(s) as may be permitted by the Securities Commission Malaysia from time to time and/or under the relevant guidelines for wholesale fund.

     

Please note that this Sophisticated Investor Declaration constitutes only one aspect of the terms governing investments in a wholesale fund. Prospective sophisticated investors are advised to read and understand the Information Memorandum and supplemental documents (if any) (“offering documents”) or seek advice from a professional advisor prior to making any investment decision, as the offering documents may contain additional provisions – including, but not limited to, the minimum initial and subsequent investment requirements.

By clicking "Agree & Continue", you hereby declare and confirm that you have read and understood the Sophisticated Investor Declaration and that you qualify as a sophisticated investor.

Agree & Continue
BrochureCoverAmUSD

AmUSD Money Market Fund

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BrochureCoverCPMF

Core Private Markets Fund

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Sophisticated Investor Declaration


This wholesale fund is exclusively intended for the offering or sale to investors who qualify as “sophisticated investor”. This wholesale fund is not intended for non-sophisticated investors.

Pursuant to the Guidelines on Unlisted Capital Market Products under the Lodge and Launch Framework and Guidelines on Categories of Sophisticated Investor, you are deemed a "sophisticated investor" if you satisfy at least one of the prescribed criteria outlined below.

  1.    Accredited Investor
    1. A unit trust scheme, private retirement scheme or prescribed investment scheme;
    2. Bank Negara Malaysia;
    3. A licensed person or a registered person;
    4. An exchange holding company, a stock exchange, a derivatives exchange, an approved clearing house, a central depository or a recognised market operator;">A corporation that is licensed, registered or approved to carry on any regulated activity or capital market services by an authority in Labuan or outside Malaysia which exercises functions corresponding to the functions of the Securities Commission Malaysia;
    5. An Islamic bank licensee or takaful licensee as defined under the Labuan Islamic Financial Services and Securities Act 2010;
    6. A closed-end fund approved by the Securities Commission Malaysia.

     

  2.    High-Net Worth Entity
    1. A company that is registered as a trust company under the Trust Companies Act 1949 and has assets under its management exceeding RM10 million or its equivalent in foreign currencies;
    2. A corporation that is a public company under the Companies Act 2016 which is approved by the Securities Commission Malaysia to be a trustee under the Capital Markets and Services Act 2007 and has assets under its management, exceeding RM10 million or its equivalent in foreign currencies;
    3. A corporation that is carrying on the regulated activity of fund management solely for the benefit of its related corporations and has assets under its management exceeding RM10 million or its equivalent in foreign currencies;
    4. A corporation with total net assets exceeding RM10 million or its equivalent in foreign currencies based on the last audited accounts;
    5. A partnership with total net assets exceeding RM10 million or its equivalent in foreign currencies;
    6. A statutory body established under any laws whose function or mandate is investment in capital market products; or
    7. A pension fund approved by the Director General of Inland Revenue under the Income Tax Act 1967.

     

  3.    High-Net Worth Individual
    1. An individual whose total net personal assets exceeding RM3 million or its equivalent in foreign currencies, provided that the net value of the primary residence of the individual contribute not more than RM1 million of the total net assets;
    2. An individual whose total net joint assets with his or her spouse or child exceeding RM3 million or its equivalent in foreign currencies, provided that the net value of the primary residence of the individual with his or her spouse or child contribute not more than RM1 million of the total net assets;
    3. An individual who has a gross annual income exceeding RM300,000 or its equivalent in foreign currencies in the preceding 12 months;
    4. An individual who jointly with his or her spouse or child, has a gross annual income exceeding RM400,000 or its equivalent in foreign currencies in the preceding 12 months;
    5. An individual whose total net personal investment portfolio or total net joint investment portfolio with his or her spouse or child, in any capital market products exceeding RM1 million or its equivalent in foreign currencies;
    6. An individual who holds a Bachelor’s or Master’s degree related to Finance, Economics or Actuarial Science, a Bachelor’s or Master’s degree in Accounting or a Master of Business Administration and has 5 consecutive years of relevant working experience in finance, economics, actuarial science or accounting;
    7. An individual who holds membership as Active Member of Chartered Financial Analyst (CFA) Institute, Chartered Banker of Asian Institute of Chartered Bankers (AICB), Ordinary Member of Financial Markets Association Malaysia (FMAM), Chartered Accountant, C.A(M) of Malaysian Institute of Accountants (MIA), Ordinary Member of Malaysia Association of Tax Accountants (MATA), Accredited Angel Investor of Malaysian Business Angel Network (MBAN), Certified Member of Financial Planning Association of Malaysia (FPAM) or Ordinary Member of Malaysian Financial Planning Council (MFPC); or
    8. An individual who has 5 consecutive years of working experience in a capital market intermediary relating to product development, corporate finance, deal advisory, investment management, sales and trading, investment research and advisory, financial analysis, or the provision of training in investment products.

     

  4.    Others
    1. Any person who acquires any capital market product specified under the Guidelines on Unlisted Capital Market Products under the Lodge and Launch Framework where the consideration is not less than RM250,000 or its equivalent in foreign currencies for each transaction whether such amount is paid for in cash or otherwise; or
    2. (ii) Any other category of investor(s) as may be permitted by the Securities Commission Malaysia from time to time and/or under the relevant guidelines for wholesale fund.

     

Please note that this Sophisticated Investor Declaration constitutes only one aspect of the terms governing investments in a wholesale fund. Prospective sophisticated investors are advised to read and understand the Information Memorandum and supplemental documents (if any) (“offering documents”) or seek advice from a professional advisor prior to making any investment decision, as the offering documents may contain additional provisions – including, but not limited to, the minimum initial and subsequent investment requirements.

By clicking "Agree & Continue", you hereby declare and confirm that you have read and understood the Sophisticated Investor Declaration and that you qualify as a sophisticated investor.

Agree & Continue

AmBond

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AmBon Islam SRI

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AmAsia Pacific REITs

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AmDynamic Allocator

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Global Dividend

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Sophisticated Investor Declaration


This wholesale fund is exclusively intended for the offering or sale to investors who qualify as “sophisticated investor”. This wholesale fund is not intended for non-sophisticated investors.

Pursuant to the Guidelines on Unlisted Capital Market Products under the Lodge and Launch Framework and Guidelines on Categories of Sophisticated Investor, you are deemed a "sophisticated investor" if you satisfy at least one of the prescribed criteria outlined below.

  1.    Accredited Investor
    1. A unit trust scheme, private retirement scheme or prescribed investment scheme;
    2. Bank Negara Malaysia;
    3. A licensed person or a registered person;
    4. An exchange holding company, a stock exchange, a derivatives exchange, an approved clearing house, a central depository or a recognised market operator;">A corporation that is licensed, registered or approved to carry on any regulated activity or capital market services by an authority in Labuan or outside Malaysia which exercises functions corresponding to the functions of the Securities Commission Malaysia;
    5. An Islamic bank licensee or takaful licensee as defined under the Labuan Islamic Financial Services and Securities Act 2010;
    6. A closed-end fund approved by the Securities Commission Malaysia.

     

  2.    High-Net Worth Entity
    1. A company that is registered as a trust company under the Trust Companies Act 1949 and has assets under its management exceeding RM10 million or its equivalent in foreign currencies;
    2. A corporation that is a public company under the Companies Act 2016 which is approved by the Securities Commission Malaysia to be a trustee under the Capital Markets and Services Act 2007 and has assets under its management, exceeding RM10 million or its equivalent in foreign currencies;
    3. A corporation that is carrying on the regulated activity of fund management solely for the benefit of its related corporations and has assets under its management exceeding RM10 million or its equivalent in foreign currencies;
    4. A corporation with total net assets exceeding RM10 million or its equivalent in foreign currencies based on the last audited accounts;
    5. A partnership with total net assets exceeding RM10 million or its equivalent in foreign currencies;
    6. A statutory body established under any laws whose function or mandate is investment in capital market products; or
    7. A pension fund approved by the Director General of Inland Revenue under the Income Tax Act 1967.

     

  3.    High-Net Worth Individual
    1. An individual whose total net personal assets exceeding RM3 million or its equivalent in foreign currencies, provided that the net value of the primary residence of the individual contribute not more than RM1 million of the total net assets;
    2. An individual whose total net joint assets with his or her spouse or child exceeding RM3 million or its equivalent in foreign currencies, provided that the net value of the primary residence of the individual with his or her spouse or child contribute not more than RM1 million of the total net assets;
    3. An individual who has a gross annual income exceeding RM300,000 or its equivalent in foreign currencies in the preceding 12 months;
    4. An individual who jointly with his or her spouse or child, has a gross annual income exceeding RM400,000 or its equivalent in foreign currencies in the preceding 12 months;
    5. An individual whose total net personal investment portfolio or total net joint investment portfolio with his or her spouse or child, in any capital market products exceeding RM1 million or its equivalent in foreign currencies;
    6. An individual who holds a Bachelor’s or Master’s degree related to Finance, Economics or Actuarial Science, a Bachelor’s or Master’s degree in Accounting or a Master of Business Administration and has 5 consecutive years of relevant working experience in finance, economics, actuarial science or accounting;
    7. An individual who holds membership as Active Member of Chartered Financial Analyst (CFA) Institute, Chartered Banker of Asian Institute of Chartered Bankers (AICB), Ordinary Member of Financial Markets Association Malaysia (FMAM), Chartered Accountant, C.A(M) of Malaysian Institute of Accountants (MIA), Ordinary Member of Malaysia Association of Tax Accountants (MATA), Accredited Angel Investor of Malaysian Business Angel Network (MBAN), Certified Member of Financial Planning Association of Malaysia (FPAM) or Ordinary Member of Malaysian Financial Planning Council (MFPC); or
    8. An individual who has 5 consecutive years of working experience in a capital market intermediary relating to product development, corporate finance, deal advisory, investment management, sales and trading, investment research and advisory, financial analysis, or the provision of training in investment products.

     

  4.    Others
    1. Any person who acquires any capital market product specified under the Guidelines on Unlisted Capital Market Products under the Lodge and Launch Framework where the consideration is not less than RM250,000 or its equivalent in foreign currencies for each transaction whether such amount is paid for in cash or otherwise; or
    2. (ii) Any other category of investor(s) as may be permitted by the Securities Commission Malaysia from time to time and/or under the relevant guidelines for wholesale fund.

     

Please note that this Sophisticated Investor Declaration constitutes only one aspect of the terms governing investments in a wholesale fund. Prospective sophisticated investors are advised to read and understand the Information Memorandum and supplemental documents (if any) (“offering documents”) or seek advice from a professional advisor prior to making any investment decision, as the offering documents may contain additional provisions – including, but not limited to, the minimum initial and subsequent investment requirements.

By clicking "Agree & Continue", you hereby declare and confirm that you have read and understood the Sophisticated Investor Declaration and that you qualify as a sophisticated investor.

Agree & Continue

Hong Kong Tech Index Fund

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Sophisticated Investor Declaration


This wholesale fund is exclusively intended for the offering or sale to investors who qualify as “sophisticated investor”. This wholesale fund is not intended for non-sophisticated investors.

Pursuant to the Guidelines on Unlisted Capital Market Products under the Lodge and Launch Framework and Guidelines on Categories of Sophisticated Investor, you are deemed a "sophisticated investor" if you satisfy at least one of the prescribed criteria outlined below.

  1.    Accredited Investor
    1. A unit trust scheme, private retirement scheme or prescribed investment scheme;
    2. Bank Negara Malaysia;
    3. A licensed person or a registered person;
    4. An exchange holding company, a stock exchange, a derivatives exchange, an approved clearing house, a central depository or a recognised market operator;">A corporation that is licensed, registered or approved to carry on any regulated activity or capital market services by an authority in Labuan or outside Malaysia which exercises functions corresponding to the functions of the Securities Commission Malaysia;
    5. An Islamic bank licensee or takaful licensee as defined under the Labuan Islamic Financial Services and Securities Act 2010;
    6. A closed-end fund approved by the Securities Commission Malaysia.

     

  2.    High-Net Worth Entity
    1. A company that is registered as a trust company under the Trust Companies Act 1949 and has assets under its management exceeding RM10 million or its equivalent in foreign currencies;
    2. A corporation that is a public company under the Companies Act 2016 which is approved by the Securities Commission Malaysia to be a trustee under the Capital Markets and Services Act 2007 and has assets under its management, exceeding RM10 million or its equivalent in foreign currencies;
    3. A corporation that is carrying on the regulated activity of fund management solely for the benefit of its related corporations and has assets under its management exceeding RM10 million or its equivalent in foreign currencies;
    4. A corporation with total net assets exceeding RM10 million or its equivalent in foreign currencies based on the last audited accounts;
    5. A partnership with total net assets exceeding RM10 million or its equivalent in foreign currencies;
    6. A statutory body established under any laws whose function or mandate is investment in capital market products; or
    7. A pension fund approved by the Director General of Inland Revenue under the Income Tax Act 1967.

     

  3.    High-Net Worth Individual
    1. An individual whose total net personal assets exceeding RM3 million or its equivalent in foreign currencies, provided that the net value of the primary residence of the individual contribute not more than RM1 million of the total net assets;
    2. An individual whose total net joint assets with his or her spouse or child exceeding RM3 million or its equivalent in foreign currencies, provided that the net value of the primary residence of the individual with his or her spouse or child contribute not more than RM1 million of the total net assets;
    3. An individual who has a gross annual income exceeding RM300,000 or its equivalent in foreign currencies in the preceding 12 months;
    4. An individual who jointly with his or her spouse or child, has a gross annual income exceeding RM400,000 or its equivalent in foreign currencies in the preceding 12 months;
    5. An individual whose total net personal investment portfolio or total net joint investment portfolio with his or her spouse or child, in any capital market products exceeding RM1 million or its equivalent in foreign currencies;
    6. An individual who holds a Bachelor’s or Master’s degree related to Finance, Economics or Actuarial Science, a Bachelor’s or Master’s degree in Accounting or a Master of Business Administration and has 5 consecutive years of relevant working experience in finance, economics, actuarial science or accounting;
    7. An individual who holds membership as Active Member of Chartered Financial Analyst (CFA) Institute, Chartered Banker of Asian Institute of Chartered Bankers (AICB), Ordinary Member of Financial Markets Association Malaysia (FMAM), Chartered Accountant, C.A(M) of Malaysian Institute of Accountants (MIA), Ordinary Member of Malaysia Association of Tax Accountants (MATA), Accredited Angel Investor of Malaysian Business Angel Network (MBAN), Certified Member of Financial Planning Association of Malaysia (FPAM) or Ordinary Member of Malaysian Financial Planning Council (MFPC); or
    8. An individual who has 5 consecutive years of working experience in a capital market intermediary relating to product development, corporate finance, deal advisory, investment management, sales and trading, investment research and advisory, financial analysis, or the provision of training in investment products.

     

  4.    Others
    1. Any person who acquires any capital market product specified under the Guidelines on Unlisted Capital Market Products under the Lodge and Launch Framework where the consideration is not less than RM250,000 or its equivalent in foreign currencies for each transaction whether such amount is paid for in cash or otherwise; or
    2. (ii) Any other category of investor(s) as may be permitted by the Securities Commission Malaysia from time to time and/or under the relevant guidelines for wholesale fund.

     

Please note that this Sophisticated Investor Declaration constitutes only one aspect of the terms governing investments in a wholesale fund. Prospective sophisticated investors are advised to read and understand the Information Memorandum and supplemental documents (if any) (“offering documents”) or seek advice from a professional advisor prior to making any investment decision, as the offering documents may contain additional provisions – including, but not limited to, the minimum initial and subsequent investment requirements.

By clicking "Agree & Continue", you hereby declare and confirm that you have read and understood the Sophisticated Investor Declaration and that you qualify as a sophisticated investor.

Agree & Continue
Watch Video

Sophisticated Investor Declaration


This wholesale fund is exclusively intended for the offering or sale to investors who qualify as “sophisticated investor”. This wholesale fund is not intended for non-sophisticated investors.

Pursuant to the Guidelines on Unlisted Capital Market Products under the Lodge and Launch Framework and Guidelines on Categories of Sophisticated Investor, you are deemed a "sophisticated investor" if you satisfy at least one of the prescribed criteria outlined below.

  1.    Accredited Investor
    1. A unit trust scheme, private retirement scheme or prescribed investment scheme;
    2. Bank Negara Malaysia;
    3. A licensed person or a registered person;
    4. An exchange holding company, a stock exchange, a derivatives exchange, an approved clearing house, a central depository or a recognised market operator;">A corporation that is licensed, registered or approved to carry on any regulated activity or capital market services by an authority in Labuan or outside Malaysia which exercises functions corresponding to the functions of the Securities Commission Malaysia;
    5. An Islamic bank licensee or takaful licensee as defined under the Labuan Islamic Financial Services and Securities Act 2010;
    6. A closed-end fund approved by the Securities Commission Malaysia.

     

  2.    High-Net Worth Entity
    1. A company that is registered as a trust company under the Trust Companies Act 1949 and has assets under its management exceeding RM10 million or its equivalent in foreign currencies;
    2. A corporation that is a public company under the Companies Act 2016 which is approved by the Securities Commission Malaysia to be a trustee under the Capital Markets and Services Act 2007 and has assets under its management, exceeding RM10 million or its equivalent in foreign currencies;
    3. A corporation that is carrying on the regulated activity of fund management solely for the benefit of its related corporations and has assets under its management exceeding RM10 million or its equivalent in foreign currencies;
    4. A corporation with total net assets exceeding RM10 million or its equivalent in foreign currencies based on the last audited accounts;
    5. A partnership with total net assets exceeding RM10 million or its equivalent in foreign currencies;
    6. A statutory body established under any laws whose function or mandate is investment in capital market products; or
    7. A pension fund approved by the Director General of Inland Revenue under the Income Tax Act 1967.

     

  3.    High-Net Worth Individual
    1. An individual whose total net personal assets exceeding RM3 million or its equivalent in foreign currencies, provided that the net value of the primary residence of the individual contribute not more than RM1 million of the total net assets;
    2. An individual whose total net joint assets with his or her spouse or child exceeding RM3 million or its equivalent in foreign currencies, provided that the net value of the primary residence of the individual with his or her spouse or child contribute not more than RM1 million of the total net assets;
    3. An individual who has a gross annual income exceeding RM300,000 or its equivalent in foreign currencies in the preceding 12 months;
    4. An individual who jointly with his or her spouse or child, has a gross annual income exceeding RM400,000 or its equivalent in foreign currencies in the preceding 12 months;
    5. An individual whose total net personal investment portfolio or total net joint investment portfolio with his or her spouse or child, in any capital market products exceeding RM1 million or its equivalent in foreign currencies;
    6. An individual who holds a Bachelor’s or Master’s degree related to Finance, Economics or Actuarial Science, a Bachelor’s or Master’s degree in Accounting or a Master of Business Administration and has 5 consecutive years of relevant working experience in finance, economics, actuarial science or accounting;
    7. An individual who holds membership as Active Member of Chartered Financial Analyst (CFA) Institute, Chartered Banker of Asian Institute of Chartered Bankers (AICB), Ordinary Member of Financial Markets Association Malaysia (FMAM), Chartered Accountant, C.A(M) of Malaysian Institute of Accountants (MIA), Ordinary Member of Malaysia Association of Tax Accountants (MATA), Accredited Angel Investor of Malaysian Business Angel Network (MBAN), Certified Member of Financial Planning Association of Malaysia (FPAM) or Ordinary Member of Malaysian Financial Planning Council (MFPC); or
    8. An individual who has 5 consecutive years of working experience in a capital market intermediary relating to product development, corporate finance, deal advisory, investment management, sales and trading, investment research and advisory, financial analysis, or the provision of training in investment products.

     

  4.    Others
    1. Any person who acquires any capital market product specified under the Guidelines on Unlisted Capital Market Products under the Lodge and Launch Framework where the consideration is not less than RM250,000 or its equivalent in foreign currencies for each transaction whether such amount is paid for in cash or otherwise; or
    2. (ii) Any other category of investor(s) as may be permitted by the Securities Commission Malaysia from time to time and/or under the relevant guidelines for wholesale fund.

     

Please note that this Sophisticated Investor Declaration constitutes only one aspect of the terms governing investments in a wholesale fund. Prospective sophisticated investors are advised to read and understand the Information Memorandum and supplemental documents (if any) (“offering documents”) or seek advice from a professional advisor prior to making any investment decision, as the offering documents may contain additional provisions – including, but not limited to, the minimum initial and subsequent investment requirements.

By clicking "Agree & Continue", you hereby declare and confirm that you have read and understood the Sophisticated Investor Declaration and that you qualify as a sophisticated investor.

Agree & Continue

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