The new service is available on the UOB TMRW app. Once the customer is logging, they can access the Wealth menu at the bottom of the homepage.

• Explore and Invest: To perform Mutual Fund Transactions such as Subscription, Redemption, and Switching.
• Your transactions: To view Historical and Ongoing Transactions.
• Risk Profile Assessment: To update Customer Risk Profile.

All UOB Indonesia customers with access to UOB TMRW App and fulfill the requirement.

If You need assistance, you can contact the UOB Contact Center 14008, Live Chat in UOB TMRW App, or visit the nearest UOB branch or contact your Client Advisor/ Relationship Manager (If you are Privilege Banking/ Wealth Banking customer).

• Customers must complete KYC data.
• SID can be formed no later than T+2 bourse days after KYC data is complete.
• Customers must read the Terms & Conditions of Investment Products through the link provided.

Notes

For customers who only have TMRW accounts (no individual accounts opened through branches), they are required to re-complete their Religion, Education, and Source of Fund (SOF) data via UOB Contact Centre 14008 or chat TIA.

Risk Profile Assessment is an overview to find out, Investor's financial profile, investment understanding and experience, Investor's risk tolerance and determine the risk profile category of Potential Investor/Investor, namely: Conservative/Moderate/ Aggressive.

Yes, you can update your risk profile in "Risk Profile Assessment" menu.

Your Risk Profile is valid for 1 year from the date of your Risk Profile assessment submission or depending to your needs, whichever is faster.

If your risk profile has expired (exceeding of one year period), you cannot perform Mutual Fund transaction.

The status of the Investment Account opening application can be seen in UOB TMRW's notification.

• Customers must complete KYC data.
• SID can be formed no later than T+2 bourse days after KYC data is complete.
• Customers must read the Terms & Conditions of Investment Products through the link provided.

Notes

For customers who only have TMRW accounts (no individual accounts opened through branches), they are required to re-complete their Religion, Education, and Source of Fund (SOF) data via UOB Contact Centre 14008 or chat TIA.

You can contact the UOB Contact Center by dialing 14008, Live Chat in UOB TMRW App, or you can visit a UOB branch or contact your Client Advisor/ Relationship Manager (If you are Privilege Banking/Wealth Banking customer) to update your data.

You can contact the UOB Contact Center by dialing 14008, Live Chat in UOB TMRW App, or you can visit a UOB branch or contact your Client Advisor/ Relationship Manager (If you are Privilege Banking/Wealth Banking customer).

• Customers must have an Individual Saving Account that is linked to the Investment Account.
• If the customer has Mutual Funds denominated in USD, it is mandatory to have Individual Saving Account in IDR and USD.
• Transactions cannot be made on behalf of a Joint Or/And Account.

Investment Account opening is within 1 - 2 working days. Customer is only able to perform transaction once the investment account has been opened.

Minimum amount of Mutual Fund transaction is IDR 100.000 or whichever is greater according to the provisions of each Mutual Fund Product.

Mutual Fund transaction cut off time is at 13:00 WIB.

The transaction will be processed on the next bourse day and using next bourse day NAV.

Customer perform One-time Subscription of Mutual Fund/ Subscription of Mutual Fund that is only performed once.

Subscription of Mutual Fund that performed periodically on monthly basis, with predetermined transaction amount and period of time.

Mutual Fund transactions can be viewed up to 365 days in "Your transaction" menu.

Yes, you can search Mutual Fund Products based on the choice of asset class that suits your risk profile or search of what you want through "Search for mutual funds".

Choose Your Own is features to create the portfolio by starting Mutual Fund Investment.

You CANNOT perform subscription/switching of Mutual Fund that does not suit of your risk profile.

Past Performance of each Mutual Fund Product will be shown since it was launched, from 1 Month up to more than 12 months.

To view the Mutual Fund performance at the end of each month, customer can access Fund Fact Sheet in TMRW application.