FSM Rewards Program  
FSM Rewards Program

Introducing the Plus+ status

We've introduced Fundsupermart.com Rewards Program in 2011 to provide investors greater incentive to stay invested for the long-term and we continuously strive to improve our rewards program so that our investors will have a better rewards experience.

To that end, we are happy to announce that we are introducing a new rewards status for Fundsupermart.com account holders - Plus+ status.

how to get the Plus+ status?

Investors who purchase an insurance policy with Fundsupermart will have the Plus+ status, and enjoy more discounts on FSM's normal sales charge as well as managed portfolio subscription fee.


FSM FSM+ Silver Silver+ Gold Gold+ Platinum Platinum+
Status
Qualifying Criteria
Current Holdings/Investment Cost/
Lump Sum Investment Current holdings/investment cost includes unit trusts, Private Retirement Scheme (PRS) , Cash Management Fund, Managed Portfolios, Bonds, and Cash Account.
Below RM50,000 RM50,000 to < RM250,000 RM250,000 to < RM750,000 RM750,000 and above
Owns an Insurance Policy with Fundsupermart - - - -
Discount on
Unit Trust Normal Sales Charge - 0.25% discount 0.25% discount 0.50% discount 0.50% discount 0.75% discount 0.75% discount 1.00% discount
Managed Portfolio Subscription Fee
The sales charge and managed portfolio subscription fee after the FSM Rewards Program discount is capped at a minimum of 0%.
In the case of promotions, either the promotion sales charge/portfolio subscription fee or the FSM Rewards Program discount will be given, whichever lower unless specified otherwise.


And that's not all, Platinum and Platinum+ status account holders will be able to receive the following personalised services by the Client Investment Specialists (CIS) team:

  1. Portfolio review every quarter
  2. Personalised investment discussion and industry updates as well as fund news based on investor's portfolio
  3. Meet up during working hours, prior appointment required


This article is not to be construed as an offer or solicitation for the subscription, purchase or sale of any fund. No investment decision should be taken without first viewing a fund's prospectus, product highlight sheet (PHS), and if necessary, consulting with financial or other professional advisers. Any advice herein is made on a general basis and does not take into account the specific investment objectives of the specific person or group of persons. Amongst others, investors should consider the fees and charges involved. The relevant prospectuses have been registered and lodged with the Securities Commission. Past performance and any forecast is not necessarily indicative of the future or likely performance of the fund. The value of units and the income from them may fall as well as rise. Where a unit split/distribution is declared, investors are advised that following the issue of additional units/distribution, the NAV per unit will be reduced from pre-unit split NAV/cum-distribution NAV to post-unit split NAV/ex-distribution NAV. Where a unit split is declared, investors should be highlighted of the fact that the value of their investment will remain unchanged after the distribution of the additional units. All applications for unit trusts must be made on the application form accompanying the prospectus. The prospectuses and PHS can be obtained from Fundsupermart.com. Opinions expressed herein are subject to change without notice. Please read our disclaimer in the website.