FAQs: HL iSmart Function
For cash investment, you will need to visit/refer to the IUTA (Bank) which you have done your investment with previously. With regards to your EPF investment through HL iSmart Invest, you will be able to view your investments here.
Yes. HL iSmart Invest will redirect you to i-Akaun to perform EPF transactions
Currently the investor needs to walk in to HLAM or its branches to perform a manual on- boarding process and investment which requires:
- Account Opening Form
- NRIC copy
- Suitability Assessment
- Investment Application Form for Initial investment
- CRP [by authorized HLAM Staff or Relationship Manager]
- Investor can perform subsequent investment through HL iSmart Invest on next business day.
Not at this moment. Corporate investors can only view and/or download statement of investment for all transactions such as sales, redemption, switching, transfer, income distribution and dividend tax voucher (“Statements”).