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    Account Opening and Fund Initial Subscription

    For new investor, once you have studied all relevant information and decide to invest with us, you can proceed to open a fund account and make fund initial subscription with us directly at the Head Office of AIA Investment Management (Thailand) Limited.

    Required Documents for Account Opening and Fund Initial Subscription

    1.       A valid National ID Card (not expired/ not a lost card)

    *We shall not proceed with account opening in case the client’s national ID card is broken or damaged in the part containing relevant information (e.g., picture, client’s information). 

    2.       Application Form

    3.       Investment Suitability Assessment Form

    4.       FATCA Form

    5.       Personal Data Protection Act Form (PDPA Form)

    6.       Subscription Form (for first-time fund subscription)

    Required Supporting Documents

             For Individual (Thai)

    1.       A valid National ID Card + the copy (certified as a true copy)

    2.       A copy of Bank Account Book (first page stating account owner's name and account number)

    *the Bank Account’s name must be the same as the name on Application Form for Fund Account Opening

             For Individual (Foreign)

    1.       A valid Passport + the copy (certified as a true copy)

    2.       A copy of Bank Account Book (first page stating account owner's name and account number)

    *the Bank Account’s name must be the same as the name on Application Form for Fund Account Opening

    3.      Copy of Work Permit or VISA valid for at least 3 months and residential address document (if any)

             For Juristic Person

    1.       A certified copy of the Certificate of Registration issued by Ministry of Commerce within 90 days after the issuance date + a certified true copy

    2.       A copy of National ID Card or Government Official ID Card or Passport of the Company's authorized persons (certified as a true copy)

    3.       A copy of House Registration, indicating ID number of the Company’s authorized persons (in case there is no ID number listed on the ID card) (certified true copy)

    4.       Copy of List of Shareholders (bor or jor 5) (certified true copy)

    5.       Board of Director minutes of meeting with a meeting resolution to approve the company’s account opening AIA Investment Management (Thailand) Limited (if any)

    6.       A copy of Bank Account Book (first page stating the juristic person’s name and account number)

    *the Bank Account’s name must be the same as the name on Application Form for Fund Account Opening

    **All documents must be certified true copy by the Company's authorized persons.

    Money Transfer for Fund Initial Subscription

    *Fund Account Opening must be made with fund initial subscription.

    The transfer of payment for fund subscription shall be made on the same day to the following AIAIMT’s subscription account (listed in the below table).  Then, the investor must send the proof of payment to the company via email (marketing.aiaimt@aia.com).

     


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    How to Apply and Register for AIAIMT Fund Online >> to view your investment portfolio

    How to apply and register for AIAIMT Fund Online in order to view your investment portfolio.


    Fund Subsequent Subscription & Payment

    The investor can make fund subsequent subscription or switching-in order(s) at the Head Office of AIA Investment Management (Thailand) Limited.   The investor shall schedule an appointment to meet with AIAIMT’s marketing representative on AIAIMT’s website prior to the meeting.

    Subsequently, the transfer of payment for fund subscription shall be made on the same day to the following AIAIMT’s subscription accounts (listed in the below table).  Then, the investor must send the proof of payment to the company via email (marketing.aiaimt@aia.com).

     

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    Redemptions

    AIAIMT shall only transfer redemption proceeds to your bank account.   To receive redemption proceeds and/or dividends to your bank account, please provide a copy of bankbook (with certified true copy).  

    There are 5 banks that we accept to transfer redemption proceeds as following:

    • Bangkok Bank Public Company Limited
    • Bank of Ayudhya Public Company Limited
    • Kasikorn Bank Public Company Limited
    • TMBThanachart Bank Public Company Limited
    • Siam Commercial Bank Public Company Limited

    Amendment of Unitholder’s Information

    Investor may modify or make an amendment of unitholder’s information at the Head Office of AIA Investment Management (Thailand) Limited by submitting:

    1. An Amendment Form (filled-in and signed)
    2. A copy of National ID Card (certified as a true copy)

    Download Forms

    Forms for Account Opening/ Subscription/ Redemption/ Switching

    1. Account Opening Form – Individual

    2. Account Opening Form – Juristic Person

    3. Investment Suitability Assessment Form

    4. Person Data Protection Act (PDPA) Form

    5. FATCA/CRS Form – Individual

    6. FATCA/CRS Form – Juristic Person

    7. Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting for Individuals (W-8BEN Form)

    8. Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting for Entity/Juristic Person (W-8BEN-E Form)

    9. Subscription Form

    10. Redemption Form

    11. Switching Form

    Form for Amendment of Unitholder’s Information

    1. Amendment Form

    CONTACT US

    AIA Investment Management (Thailand) Limited

     

    181/19, AIA Tower 2, 11th Floor,

    Surawongse Road, Suriyawongse,

    Bangrak, Bangkok 10500

    Tel: 0 2353 8822

    Fax: 0 2236 1207

    ติดต่อเรา

    marketing.aiaimt@aia.com

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    Copyright © 2021 AIA Group Limited and its subsidiaries. All rights reserved.
    TERMS OF USE | PRIVACY POLICY STATEMENT | COOKIES POLICY
    • Remark:
    • Please carefully study and understand the funds’ prospectus, fund features, performance, risks and other relevant information from www.aiaim.co.th before making an investment decision.
    • Investment in mutual funds is not bank deposit; and contains investment risks. Investors may receive investment proceeds more or less than an initial investment; and may not receive the redemption proceeds within the stipulated timeframe; or may not be able to redeem the investment units as your instruction.
    • Performance measurement of AIAIMT’s mutual funds shown on this website is prepared according to the performance measurement standard of the Association of Investment Management Companies (AIMC). Past performance is not an indicative or a guarantee of future performance.
    • INVESTORS SHOULD UNSERSTAND INVESTMENT PRODUCTS, ITS FEATURES, CONDITIONS AFFECTING RETURNS, AND RISKS, BEFORE MAKING AN INVESTMENT DECISION.
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