In the event that the main applicant has passed away, the beneficiary holder (upon 18 years old) is required provide us the following documents:

a) Certified true copy of the death certificate;

b) Certified true copy of Identification card or passport which can prove the identity of the beneficiary holder;

c) FSMOne Internal Transfer form (Download here).

d) Written Instruction* (Transfer);

To inherit the holdings, the beneficiary account holder will need to open a personal investment account. Thereafter, we will transfer the holdings under the beneficiary account to the new personal account. Once we have transferred the holdings, the beneficiary will have rights to perform action (e.g. buy/sell/switch/liquidate) towards his or her investment holdings.

If the beneficiary is a minor child (below 18 years old), then the surviving parent will become the legal guardian automatically.

The legal guardian is required open a new beneficiary account with the minor in order to allow the transfer of investment holdings from old beneficiary account to the new beneficiary account. 

Remarks:

*Kindly request the document by sending an email to our client service team at clienthelp.my@fundsupermart.com.