Single Application Form
You can open a mutual fund trading account with Pi that allows you to invest in various types of mutual funds from up to 18 asset management companies. You can choose between an Omnibus Account (non-disclosed) and a Segregate Account (disclosed) based on your convenience and preferences.
Single Order Application
You can use a single form for buying, selling, or switching mutual fund units and can execute these transactions with all fund management companies. You need to provide details such as the name of the mutual fund and the amount you wish to invest, sell, or transfer. After signing the form, it will be sent to your personal Investment Consultant (IC). The company will then record the transaction in the Fund Connext system, which connects mutual fund trading orders with the respective fund management companies.
Pi offers our customer to also place orders over the phone. However, you will need to your identity, and your Investment Consultant (IC) will have to record voice message and proceed accordingly.