Mutual Funds from UOB

1.Log in on UOB TMRW app and tap on “Wealth”

2. Tap on “Explore and Invest”

3. Choose your fund from two options

1. Created for you or
2. Choose you own

4. Choose your mutual fund account and enter the amount to invest, as one-time investment or as recurring monthly investments.

5. Select your UOB savings account or credit card to pay from, then review and confirm the transaction.

6. Transaction completed (subscription order processing time as specified in the factsheet)

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Important Notice

• The option to settle payments through your UOB credit card is available for tax-benefit funds of UOBAM and require a minimum investment of 1,000 Thai Bath. Use when necessary and pay back full amount on time to avoid 16% interest rate
• Customers holding UOB deposit and mutual fund accounts can seamlessly purchase mutual funds through the UOB TMRW app.
• Onshore funds: Mutual funds managed by asset management companies registered in Thailand.
• Offshore funds: Mutual funds managed by asset management companies registered outside of Thailand. To invest in offshore funds, you will require a savings account in either USD or EUR . Additionally, you must open a Foreign Investment account. For assistance, please contact your Relationship Manager or visit any UOB branch.
• To subscribe to tax-deductible funds, investors must complete the CRS tax residency self-certification form. If this has not been done, please visit a UOB branch before making purchases via UOB TMRW app.

Caution: Investment contains specific risk. Please understand characteristic of goods, condition, return and risk and study the tax benefits in investment manual of tax saving fund before making investment decision. Investing in offshore funds has a foreign exchange risk thus investors may receive return lower than initial investments. Past performance is not guarantee of future performance.

1.Log in on UOB TMRW app and tap on “Wealth”

2. Tab on “Investments”

3. Select the desired fund and choose “Sell”

4. Specify the redemption amount or units

5. Review and confirm the transaction, then enter your secure PIN

6. Transaction completed (subscription order processing time as specified in the factsheet)

Important Notice: Krungsri Asset Management and Krung Thai Asset Management hereby inform that the redemption of tax-benefit funds cannot be facilitated through UOB TMRW App

Caution: Investment contains specific risk. Please understand characteristic of goods, condition, return and risk and study the tax benefits in investment manual of tax saving fund before making investment decision. Investing in offshore funds has a foreign exchange risk thus investors may receive return lower than initial investments. Past performance is not guarantee of future performance.

1.Log in on UOB TMRW app and tap on “Wealth”

2. Tab on “Investments”

3. Select the desired fund and choose “Switch”

4. Specify the switching amount or units, and choose the target fund for the switch

5. Review and confirm the transaction, then enter your secure PIN

6. Transaction completed (subscription order processing time as specified in the factsheet)

• For onshore unit trust funds, you can only switch between funds within the same fund umbrella with term and condition apply.
• For offshore unit trust funds, you can only switch between funds within the same fund currency.
• For tax-deductible funds, you can only switch between same type of tax-deductible funds You can switch all or part of your units For partial switches, you need to keep a minimum balance of units in your fund.
• By switching in amount, the value you inputted is an estimated amount. The confirmed amount you eventually get may be different depending on the Fund's NAV.

Caution: Investment contains specific risk. Please understand characteristic of goods, condition, return and risk and study the tax benefits in investment manual of tax saving fund before making investment decision. Investing in offshore funds has a foreign exchange risk thus investors may receive return lower than initial investments. Past performance is not guarantee of future performance.