Mutual Funds Selling Agent

Overview

In addition to equity and fixed income brokerage services, we also provide mutual funds selling service for retail client with the following benefits: 

1. Partnering Relationship
   We prioritize client’s need based on goals, risk tolerance and their respective life stages. We focus on building partnership with our clients.
2. Broad Choices
   Our Sales have access to investment manager’s expertise, not only from Trimegah, but also from other leading investment managers in the country.  We also have other investment options such as government/corporate bonds at our finger tips.
3. Sound Advice
   We are well-equipped on providing commentary and insights from our research experts an-advice that is suitable and relevant to client’s goals.

Account Opening

Clients who previously have opened an account with us no longer need to fill out application form. 

Subscription

1. After account opening, clients need to fill out Subscription Form and send proof of transfer before 13.00 (otherwise trade will be executed the following day).
2. if any of the funds subject to subscription fees, clients must add the fee amount to the total subscription value.
3. Transaction confirmation will be sent to the registered client's mailing address or email address, no later than 7 trading days from the transaction date.

Switching

1. Fill out Switching form.
2. Transaction confirmation will be sent to the registered client's mailing address or email address, no later than 7 trading days from the transaction date.

Redemption

1. Fill out Redemption Forms before 13.00 (otherwise, the instructions will be executed on the following day).
2. Redemption proceeds will be transferred to clients personal account no later than 7 trading days from the date of execution.
3. If any of the funds is subject to redemption fees, it will be deducted from the total proceeds (including any bank charges).
4. Transaction confirmation will be sent to the registered client's mailing address or email address, no later than 7 trading days from the transaction date.

Auto Debit

Enjoy the convenience of Auto Investing via BCA Autodebit Program*.  This facility allows you to easily deduct funds from your BCA account to purchase our mutual fund products regularly on a monthly bases. 
How?

1. You must have BCA Account to start.
2. Fill out Auto Debit Form and Power of Attorney
3. Fill out an application for opening account (if not already), Investor Profile Questionnaire, and Subscription Form
4. To stop the auto invest, you may fill out revocation of Power of Attorney.

*BCA applies Rp 3,000 transaction fee for each auto debit