FSMOne Referral Rewards is a reward scheme to thanks our client for referring the family and friends to investing with our platform. You may click here to learn how it works.

Effective from 26 August 2022, you will enjoy discounted fees and charges on Unit Trusts, Stocks, ETFs, Managed Portfolios and Corporate Bonds available on our platform for the next 30 calendar days per referral, re-stackable up to 180 calendar days.

You may click here to learn more about referral rewards.

You must share your unique link or invitation code with your friends and family to open an account with us. You may log in and retrieve your unique link at the “Referral Rewards” page or click here.

The invitation code will be the last 6 digit of your unique link as per the example below.

Your friends will need to fill up the invitation code at the Referral Code column located at first page of account opening as per the example below.

Your friends and family must use your unique link or invitation code to open an account with us. You will then enjoy rewards for the next 30 calendar days per referral, re-stackable up to 180 days when your friend(s) place their 1st successful investment with us.

The referral rewards are applicable in the transaction types below:

Remarks:

* Referral Rewards are not applicable for intra-switching orders.

* RSP is only applicable to Unit Trusts, Managed Portfolios and selected ETFs investments.

Tier Status Rewards is a discount scheme to allow our investors to enjoy lower sales charges if they invest more with us. The scheme offers our clients with further discounts and extra value-added services. For more information, please click here.

Your rewards status is only available upon login at the top right corner of the screen. Simply hover your mouse over the account icon.

We will calculate based on the current holdings which include Unit Trusts (Cash/EPF), Private Retirement Scheme (PRS), Cash Management Fund (available balance), Managed Portfolios, Bonds, Stocks/ETFs and Cash Account in the investment account of an investor. These includes the holdings under beneficiary accounts (if any).

Investment holdings transferred from another distributor (e.g. banks) will be included in the calculation once the transfer process is complete. The value of purchase transactions with “processed” statuses are included in the calculation as well.

Discounts are given based on the total lump sum investment in a single purchase order. A single purchase order means that all your fund purchases have to be captured in a single purchase order.

Example:

An investor holds the Silver status and no investment holdings.

• If he or she places a buy order of MYR 150,000.00 at 9.00 a.m., followed by a subsequent buy order of MYR 100,000.00 at 12.00 p.m. in the same day. The sales charge for both purchase orders will be 1.5%. This is because neither order qualifies for 0.25% discount based on the individual investment amount;

• Instead of placing two different buy orders, he or she now places an order of MYR 250,000.00. The discount given to you will be 0.25% because the investment amount qualifies for Gold status.

The discounts are applicable to all funds on FSMOne.

The discounts are applicable to all payment methods on FSMOne.