TERMS OF ACCESS TO WEBPAGES INTENDED FOR SOPHISTICATED INVESTORS

Posted on February 7, 2021

PLEASE BE ADVISED THAT YOU ARE ABOUT TO ACCESS WEB PAGES THAT ARE INTENDED FOR SOPHISTICATED INVESTORS IN MALAYSIA ONLY. THESE WEB PAGES ARE NOT INTENDED FOR THE GENERAL PUBLIC AND THE INFORMATION HEREIN SHOULD NOT BE DISSEMINATED, DISTRIBUTED, COPIED OR REPRODUCED IN ANY PART OR FORM. INFORMATION CONTAINED HEREIN SHOULD NOT BE REGARDED AS AN OFFER, SOLICITATION OR RECOMMENDATION WITH RESPECT TO THE PURCHASE OR SALE OF ANY INVESTMENT.

Please read the following information on the categories of investors who are qualified to invest in wholesale funds and check the box at the bottom of the page to confirm that you are a Sophisticated Investor to continue access to the web pages on wholesale funds.

(1) an individual whose total net personal assets, or total net joint assets with his or her spouse, exceed RM3 million or its equivalent in foreign currencies, excluding the value of the individual’s primary residence;
(2) an individual who has a gross annual income exceeding RM300,000 or its equivalent in foreign currencies per annum in the preceding 12 months;
(3) an individual who, jointly with his or her spouse, has a gross annual income exceeding RM400,000 or its equivalent in foreign currencies per annum in the preceding 12 months;
(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 unit trust scheme or prescribed investment scheme;
(7) a private retirement scheme;
(8) a closed-end fund approved by SC;
(9) a company that is registered as a trust company under the Trust Companies Act 1949 which has assets under management exceeding RM10 million or its equivalent in foreign currencies;
(10) a corporation that is a public company under the Companies Act 1965 which is approved by the SC to be a trustee under the Act and has assets under management exceeding RM10 million or its equivalent in foreign currencies;
(11) a statutory body established by an Act of Parliament or an enactment of any State;
(12) a pension fund approved by the Director General of Inland Revenue under section 150 of the Income Tax Act 1967 [Act 53];
(13) a holder of a capital markets services licence or an executive director or a chief executive officer of a holder of a capital markets services licence;
(14) a licensed institution;
(15) an Islamic bank licensee;
(16) an insurance company licensed under the Financial Services Act 2013;
(17) a takaful licensee registered under the Islamic Financial Services Act 2013;
(18) a bank licensee or insurance licensee as defined under the Labuan Financial Services and Securities Act 2010 [704];
(19) an Islamic bank licensee or takaful licensee as defined under the Labuan Islamic Financial Services and Securities Act 2010 [705]; and
(20) such other investor(s) as may be permitted by the Securities Commission Malaysia from time to time and/or under the relevant guidelines for wholesale funds.