Products and Services edit

Mutual Funds Selling Agent edit

Overview EDIT

Having the advantage of being a strong brokerage house, Mutual Funds Selling Agent as well as primary dealer of government bonds, we offer a complete service for all client investment needs:

  • Partnering Relationship
    We prioritize on client’s need based on goals, risk tolerance and their respective life stage. We focus on building partnership with our clients.
  • Broad Choices
    Our Sales have access to investment manager’s expertise, not only from Trimegah, but also from other leading asset managers in the country.  We also have other investment options such as government/corporate bond at our finger tips.
  • Sound Advice
    We are well equipped on providing commentary and insights from our research experts.  An Advice that is suitable and relevant to client’s goals.


Account Opening

Clients who previously have opened an account with us no longer need to fill out application form.


Subscription

  1. After account opening, clients need to fill out Subscription Form and send proof of transfer before 13.00 (otherwise trade will be executed the following day).
  2. If any of the funds subject to subscription fees, clients must add the fee amount to the total subscription value.
  3. Confirmation will be sent to mailing address on record, no longer than 7 bourse days from transaction date.


Switching

  1. Fill out Switching Form.
  2. Confirmation will be sent to mailing address on record, no longer than 7 bourse days from the transaction date.


Redemption

  1. Fill out Redemption Forms before 13.00 (otherwise trade will be executed the following day).
  2. Redemption proceeds will be transferred to clients personal account no longer than 7 bourse days from the date of execution.
  3. If any of the funds subject to redemption fees, it will be deducted from  total proceeds (including any bank charges).
  4. Confirmation will be sent to mailing address on record, no longer than 7 bourse days from the date of execution.


Auto Debit

Enjoy the convenience of Auto Investing via BCA Autodebit Program*.  This facility allows you to easily deduct funds from your BCA account to purchase our mutual fund products regularly on a monthly bases.

How to:

  1. You must have BCA account to start.
  2. Fill out Autodebit Form and Power of Attorney. 
  3. Fill out an application for opening the account (if not already), Investor Profile Questionnaire, and Subscription Form.
  4. To stop the auto invest, you may fill out revocation of Power of Attorney.

*BCA applies Rp3,000 transaction cost for each autodebit.

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