Introduction  
 
Manage your mutual fund investment at any time via CIMB Clicks Internet Banking or CIMB Clicks On Mobile Application (on smart phones)

1. Summary view at "Unitholder ID"
2. Submit your subscription order from 8.30 - 15.30 hrs. on working days by debiting your savings or current account opened with CIMB Thai Bank Plc.
3. Subscribe, redeem or switch units from 8.30 - 15.00 hrs. on working days. (For user with Unitholder ID of CIMB-Principal Asset Management Co., Ltd. only. The system will automatically retrieve Unitholder's information.)
4. Cancel your subscription order before 15.30 hrs. of the date of order submission. The system will refund the amount to your savings or current account that is debited.
5. Cancel your redemption or unit switching order before 15.00 hrs. of the date of order submission.
(For user with Unit Holder ID of CIMB-Principal Asset Management Co., Ltd. only. The system will automatically retrieve Unit Holder's information.)
6. Submit your subscription or unit switching order of IPO via CIMB Clicks. However, switching unit from LTF/RMF to IPO is unavailable.
7. Upload receipt of subscription payment that you made to CIMB-Principal Asset Management Co., Ltd. via other 5 banks (apart from CIMB Thai Bank) i.e. Kasikornbank Plc., Siam Commercial Bank Plc., Bangkok Bank Plc., Krungthai Bank Plc., and Bank of Ayudhya Plc. (Maximum file size for upload is 500 Kbyte in the format of .jpg, .png, and .gif only). CIMB-Principal Asset Management Co., Ltd. will check the account balance before allocation at the end of each working day. You can check the allocation result at CIMB Clicks.
8. Reports related to your investment
 • Dividend Payment Report
 • Auto Redemption Report
 • Realized Gain/Loss Report
 • Transaction History Report
 • LTF/RMF Transferred Report
 • LTF Summary Report
 • RMF Summary Report
 • Fund Performance Report
*Allocation result will be shown in the day-end report on the next working day.
New services
9. Fund Suggestion* A tool to help you assess investment risks and easily manage own investment portfolio based on your accepted risk level.

10. Financial Health Check* A tool to help you check a ratio of your assets to liabilities to ensure you are well-prepared for the future, together with an option to receive direct expert advice from the Bank.
*Currently, this service is unavailable on CIMB Clicks on Mobile Application.