If a person (usually family members) wishes to withdraw investment holdings from the deceased account, they are required to provide us the following documents:

a) Certified true copy of the death certificate;

b) Certified true copy Letter of Probate (with will) or Letter of Administration (without will)*;

c) Certified true copy of Identification card or passport which can prove the identity of the administrator;

d) Written Instruction** (Redemption / Transfer);

e) iFAST Account Issue Letter** ; and

f) FSMOne Internal Transfer form (Download here).

FSMOne shall pass the monies to the named person according to the instruction from the Court. Please be noted that no transactions can be done to a deceased account prior to the receival of documents. As such, the associated investment holdings will be subjected to the daily market price fluctuation.

Remarks:

*Probate or Letter of Administration needs to be applied from the Court.

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

Please be informed that we do not have a nomination system in our platform and thus you are not able to nominate a beneficiary for your investment account.

In the event of the account holder pass away, the deceased arrangement will follow the account type registered (i.e. Personal and Beneficiary account).

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.

The Letter of Probate allows us to have proof that the person is authorized by the Court to ensure that he or she is named in the will to administer the deceased’s estate.

In the case where there no will is left by the deceased, the Letter of Administration is granted by the Court to appoint a person to administer the deceased’s estate.

FSMOne is not involved in the estate tax collection process. The executor of the estate is required to seek independent professional tax advice on whether they would need to file the estate tax return.

FSMOne is a division of iFAST Capital Sdn Bhd with a Capital Market Services (CMS) license from the Securities Commission which provide a trading platform to offer unit trusts and investment advisory services. It is also registered with the Federation of Investment Managers Malaysia (FIMM) as an Institutional Unit Trust Advisers (IUTA).

On top of these, iFAST has the custodian license to perform custodian role to hold and protect customers’ assets and facilitate the transactions. Nominee system is whereby the units purchased by the clients are to be registered under Nominee account. Currently, most of the bank and distributor are using nominee system to safe guard their clients holdings.

Currently FSMOne has appointed iFAST Nominees Sdn Bhd to perform the role of custodian. Therefore for cash investments, all units will be registered under iFAST Nominees Sdn Bhd instead of your name while EPF and PRS investment will be registered under your name with the respective fund house. The main reason of taking the above action is to segregate the clients’ assets from the company’s assets in order to safeguard the clients’ assets.

For cash investments, all units will be registered under iFAST Nominees Sdn. Bhd. For EPF Account 1 investment, they will be registered in your names. All units are segregated from the company’s assets.

In the unlikely event that FSMOne ceases as a business concern, with your permission, all your assets registered under iFAST Nominees Sdn Bhd will be transferred to another Institutional Unit Trust Advisers (IUTA) or they will be returned to you.

Yes, you can still exercise your voting rights. FSMOne will deliver to you documents, notices and/or proxy forms relating to a unit holder’s meeting, if any, as soon as reasonably possible after we receive notification from the relevant fund manager. You are required to respond within the stipulated timelines. Upon receival of all relevant proxy forms, we will compile and submit to the relevant fund manager based on a simple majority rule.

All transactions on FSMOne are processed with strict security using the Secure Sockets Layer (SSL) protocol, the security standard used by the world's top financial institutions. It is verified by Verisign, the leading authority on Internet security. Upon login, a padlock icon will be shown in the status bar (the area where your web address is) and you can always check on FSMOne’s name in the server digital certificate.

Please check out our security advisory on Phishing and Spyware.

A monthly e-statement in PDF format will be sent to you via email every month.

Alternatively, you can view your monthly statements, income distribution and unit split statements in your investment account via Personal Tab >> Statement.

Kindly set your Internet Explorer to either one of the following configurations:

Configuration 1:

• Under Tools, select Internet Options;

• Select Advanced tab, under Security, ensure that Use SSL 2.0, Use SSL 3.0 and Use TLS 1.0 are all checked;

• Click Apply, and then click OK.

Configuration 2:

• Under Tools, select Internet Options;

• Select Advanced tab, under Security, ensure that Use SSL 2.0 and Use SSL 3.0 are all checked;

• Leave Use TLS 1.0 unchecked;

• Click Apply, and then click OK.

Configuration 3:

• Under Tools, select Internet Options;

• Select Advanced tab, under Security, ensure that Use SSL 3.0 is checked;

• Leave and Use SSL 2.0 and Use TLS 1.0 are unchecked;

• Click Apply, and then click OK.

Please be informed that the account will be temporary blocked for 1 hour after 5 times attempts login by incorrect user ID or password. 

If you wish to unblock your account immediately you may contact us at +603-21490567 (Monday - Friday , 8:30am until 5:30pm) or email us at clienthelp.my@fundsupermart.com. 

To link your FSMOne account to iFAST Global View, follow the steps below:

1. Log in to your FSMOne account. On the Holdings page, click the iFAST Global View button at the bottom right.
2. Select Continue to iFAST Global View website.
3. On the iFAST Global View website, click the Link My iFAST Account button on the left side of the page.
4. Click Link Now to proceed.
5. Select your iFAST platform country/region, enter your account details, and click Link Now. Then, select the account you wish to link.
6. Read the terms and conditions, then provide your consent by clicking Agree & Continue.
7. Click Authenticate Now. A notification will be sent to the mobile app of the selected country/region platform for account linkage authorization.
8. Open the relevant country/region mobile app and complete the authentication. Once the verification is successful, your accounts will be linked successfully.

You can link the Personal and Beneficiary and Joint accounts held under the iFAST Group.

Note: The linkage is not available for corporate accounts.

You may view your global holdings by clicking on the “Holdings” tab which is located at the left corner on the main page.

Note: Only the holdings of the linked platform account will be shown under the holdings page

You may click on 'iFAST Global Consolidated Report' which located on the top right corner of the website, select specific date and currency to download your report. The past 12 months consolidated statements are available to be downloaded.

You can click on your Full Name displayed at the top right corner of the website > click “Settings” to update or unlink your account linkage.

The linkage between your iFAST group investment accounts does not expire.

However, the linkage for iFAST Global Bank (iGB) accounts expires every 90 calendar days. To continue viewing your iGB account details, you will need to re-link your iGB account again.