Application Forms

AmInvest's application forms are for Institutional Unit Trust Advisers (IUTAs)/fund distributors only. For Retail Investors, the hard our application forms can be obtained at our Head Office and our distributors.

IUTAS Application Forms
Suitability Assessment Form
Account Opening Form (Individual Investors)
Account Opening Form (Corporate Investors)
Account Opening Form (PRS Investors)
Transaction Form
Transaction Form (PRS Investor)
Transfer Form
Specimen Signature Form
Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS) Self-Certification By Entity
Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS) Self-Certification By Individual

 

Note: The forms above are only to be used by all licensed IUTAs except for AmBank.

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