HOW TO INVEST

Trading Procedure

Account opening

  • Complete the application form: which are listed on this website and available at here.
  • Provide documents: Investors provide and send the documents to Fund’s distributors, detail as below (*).
  • Receive notification about account number via email/SMS.

(*) Required documents:

For Individual Investors

  1. Original Account Opening Application Form.
  2. Notarized Authorization Contract or Power of Attorney certified by the local government (for the case that the Investor has a legal proxy).
  3. Certified copy of ID Card/Passport of investor and authorized person (if applicable).
  4. Certified copy of the Bank confirmation on opening the Indirect Capital Contributed Account (ICCA) (for foreign Investors only).
  5. Certified copy of Confirmation of Securities Trading Code (STC) from Vietnam Securities Depository Center (for foreign Investors only).
  6. FATCA and AML-related documents.

For Institutional Investors

  1. Original Account Opening Application Form.
  2. Original or Certified copy of Power of Attorney designating participant to sign and transact on accounts at Distribution Agents.
  3. Certified copy of Business Registration Certificate/Enterprise Registration Certificate/License of Establishment and Operation and its amendments (if applicable).
  4. Certified copy of Seal Sample Registration or certified copy of Notice to Business Registration Office about the seal registration.
  5. Additional Information of Institutional Investor Form.
  6. Certified copy of ID Card/Passport of Legal Representative
  7. Certified copy of ID Card/Passport of Authorized Person (if applicable).
  8. Certified copy of the Bank confirmation on opening the Indirect Capital Contributed Account (ICCA) (for foreign Investors only).
  9. Certified copy Confirmation of Securities Trading Code (STC) from Vietnam Securities Depository Center (VSD) (for foreign Investors only).
  10. FATCA and AML related documents.

Place order

  • Subscription/ Redemption Order(s) through App/Web trading: Investors place an order for Subscription/ Redemption directly from PHFM Trading webpage or PHFM Mobile app. Complete your Order (s) and payment. Log-in your account at here.
  • Subscription/ Redemption Order(s) by Original Form: Investors complete the Subscription/ Redemption Order(s) Form which are listed on this website and available at here.

Send Original Form to Distributor: Investors after complete the Form, Investors send Original of Subscription/ Redemption Order(s) Form before 14:30 on Wednesday (T-1 Day) for the Trading Day (T Day) of that week.

  • Receive confirmation of Subscription/ Redemption Order(s) before Trading Day (T-1 Day) via email/SMS.

Money transfer

  • Transfer information: All payments are made in Vietnam Dong and by direct transfer to the Fund’s account at Custodian Bank before 14:30 on T-1 Day for the Trading Day (T Day).
  • Normal subscription
    Beneficiary name : PHU HUNG VIETNAM SELECT INVESTMENT FUND
    Account number : 1190605250
    Bank name : Bank for Investment and Development of Vietnam JSC (BIDV)
    Branch : Nam Ky Khoi Nghia
    Description : [Trading account number]_Subscribe PHVSF Fund Certificates
  • Systematic Investment Plan:
    Beneficiary name : PHU HUNG VIETNAM SELECT INVESTMENT FUND
    Account number : 1190605269
    Bank name : Bank for Investment and Development of Vietnam JSC (BIDV)
    Branch : Nam Ky Khoi Nghia
    Description : [Trading account number]_PHVSFiSav
  • Receive notification of money status on Trading Day (T Day) via email/SMS.

Open-ended fund distributors

Investors contact the Fund’s Distributor for account opening and placing orders instructions.
List of distributors will be updated regularly on www.phfm.vn

Investor support channel

  • Unit 4, 21st Floor, Phu My Hung Tower, No.8 Hoang Van Thai Street, Quarter 1, Tan Phu Ward, District 7, Ho Chi Minh City
  • (+84 28) 5413 7991
  • cskh@phfm.vn
  • www.phfm.vn