Product & services

Mutual Fund

 
Mutual Fund is a type of investment instrument that made up of a certain amount of money of investors to invest in variety securities such as equity, fixed income, money market, unit trusts and other assets according to investment policy of fund. Mutual funds are operated by fund managers to generate income which are from such as capital gain of increased in securities price, dividends of shares and interest on fixed income securities. Moreover, investors are allowed to purchase in mutual fund with small of money which can be as low as 500-1000 Baht which allow general investors to access the management of financial professionals.

Why trade this product with CGS-CIMB Securities?

01

Open a single account can access to invest in variety of funds from 18 asset management companies and more than 900 funds

02

No additional cost as well as direct purchasing through the asset management companies.

03

Clients can perform subscription, redemption and switching conveniently.

04

Investment consultant can recommend funds that are suitable to the investor’s needs.

05

Able to track investment performance via an online channel.

06

Summary of investment of every funds of every asset management companies.

Pricing overview

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Supported platform

Currently, clients can send orders via an investment consultant by voice recording and/or sign the transaction order form (depend on the fund type). However, the company will allow clients to send order by themselves via Streaming for fund application (which will be availble soon)

FAQs

Mutual funds give investors the opportunity to buy securities that are located in foreign countries such as China, the United States, Europe, etc., as well as to diversify the risk of investing not only in a single market. Investors can choose a variety of investment strategies such as income strategy, value investing, or growth strategy or they can choose in some specific industry such as healthcare, technology, commodities etc.  In addition, fixed Income Funds also give investors the opportunity to increase returns rather than deposit with banks.

Type of income

Local investor

Foreign investors

 

Individual person

Juristic person

Listed companies

Individual person

Juristic person

Dividend

10% withholding tax,

if a withholding tax (10%) is deducted, the dividend income can be excluded from personal income tax computing

50% tax deduction (when holding investment units three months before and after receipt of dividend)

Tax exemption (when holding investment units three months before and after receipt of dividend)

No withholding tax but the dividend shall be included in the calculation of net profit.

No tax

Capital Gain

Tax exemption

It is required to be included in corporate revenue for the income tax payment

It is required to be included in corporate revenue for the income tax payment

Tax exemption

No tax

The mutual fund investment must take into account the goals and risks acceptable of the client. Therefore, the client should be consulted through qualified investment consultants for suitable funds for each client. In addition, investment consultants will introduce funds that perform outstanding for investors to choose as well.

Open an account now

Simply contact CGS-CIMB Securities to request for an account opening pack.
 

Remark

Should study product features, condition of returns and risk before making investment decision
 

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