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One of our principal service is promoting
Apex
Investment Services Berhad's Unit Trust. TSL represents AISB which is a
licensed Institutional Unit Trust Agent ("IUTA") that offers a wide range
of unit trusts comprising of Apex's brand as well as 8 other local third
party funds. TSL is armed with a diverse range of products that
include Growth, Balanced, Income, Islamic, Money Market and Bond funds,
enabling us to be customer centric.
Funds are carefully selected and monitored by
our in-house fund specialists and clients are given the choice and
confidence to choose from an approved mix of funds that have met stringent
standards of investment expertise and performance. Most of these funds are
also EPF-approved which enables investors to make the most of their EPF
savings. To further enhance our services, TSL is equipped with a fund
performance software called D-Solutions; to micro manage investors
portfolio.
Another principal service of TSL is Apex’s Securities Trading Accounts (STA),
APEXETRADE.
APEXETRADE
features an internet based on line share trading with user
friendly interface includes latest market information and powerful online
tools that would assist you to make the right investment decision.
Adhere below are highlights you may benefit from
APEXETRADE:
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Enjoy up
to 30 days pre-program to buy or to sell;
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Real
time online share trading with very fast key-in to exchange throughput;
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Real time online minute chart and buy or sell status that
help you monitor for closer decision; for detail charting analysis
please refers to our business partner,
WinChart,
Malaysia’s Investors & Traders Award
Winner;
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Easy single click
sorting for convenience viewing of counters;
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Secondary trading pin
to protect unauthorized trading;
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Selectable favorite
counters for the ease of quick view;
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Comprehensive real
time online personal manager that illustrates your total portfolio
detailed performance in your account;
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Comprehensive company
information and share ratio parameters just a click away;
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Concise
daily research and market trending reports;
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Handy
calculator that helps for profit making decision;
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SMS or
email stock alerts are easy to use for investment decision;
There are two (2) types of STA accounts namely
STA-3 and STA-2
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STA-3 (EPF-PMA
Account) |
STA-2 (Cash Account) |
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This is a
Portfolio Management Account (PMA) service that allows EPF
member to transfer his/her fund in Account 1 to PMA then invest
in permitted investment such as all KLSE shares, unit trust
funds, and bonds;
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It allows
EPF member to have more control over his/her investment and act
on a real time environment via internet;
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EPF members
who are below 55 years old and his/her Account 1 must be at
least RM100,000 and above to legible for this EPF-PMA account;
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This is a fee based service account.
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Trading Credit Limit:
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CASH: 2.0 times;
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SHARES: 1.5 times;
Limit is NOT MARGIN:
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Top up on T+3 before
5:00PM or else Force Sell on T+4 by contract lot;
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This is a fee based service
account.
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Requirement for STA3 account opening:
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Four (4)
pages of photocopied of applicant’s NRIC (front & back on same
A4 page), 1 out of 4 with applicant’s left and right thumb
printed;
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Free of
charge for Apex STA3 account opening;
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Preferred to
furnished with the latest EPF statement;
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Home
telephone and mobile phone numbers;
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Requirement for STA2 account opening:
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Three (3) pages of photocopied of applicant’s NRIC (front & back
on same A4 page);
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Free of charge for Apex STA2 account opening but RM10 for CDS
account opening fee;
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Furnish applicant’s Bank Acct information: Bank name, branch,
acct no., saving or current;
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Home telephone and mobile phone numbers;
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