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KTAM Smart Trade User Manual

1. SSL 128 Bit KRUNGTHAI ASSET MANAGEMANT PCL EM a al 7 Y v SUBMIT 24 Page Fill in Credit Card No Expiry Date Card holder Name CVV VISA G2 KRUNGTHAI ASSET MANAGEMANT PCL 5 000 00 c 1 09 2018 3
2. Investments contain risks Investors should study prospectuses and tax guides before making a decision ta invest Past perfarmance is not a guarantee of future results CFRTIFICATE OF LTF SWITCH OUT Portfolio Investments Investment Plan Transaction Fund Info Certificate of LTF switch out Date 17 11 2014 Time 16 23 53 UnitHolder Mo select holder no transfer date Select date 39 KRUNGTHA ASSET MANAGEMENT e CERTIFICATE OF RMF SWITCH OUT Portfolio Investments Investment Plan Transaction Fund Info Certificate of RMF switch out Date 17 11 2014 Time 16 24 38 UnitHolder No select holder no transfer date Select date CERTIFICATE OF LTF REDEMPTION Portfolio Investments Investment Plan Transaction Fund Info Certificate of LTF redemption Date 17 11 2014 Time 16 25 14 UnitHolder No select holder Y redemption date Select date CERTIFICATE OF RMF REDEMPTION Portfolio Investments Investment Plan Transaction Fund Info Cer
3. gt EN Phone 02 885 5000 ASSET MANAGEMANT THB 5 000 00 VISA i a SOIREE a mpm Merchant Ref No IP Transaction IP
4. CVV2 CVC2 CAV2 Merchant Ref No IP Transaction IP 25 Page Click at OTP Fill in OTP sent to your mobile phone lt d Welcome to Secured e pay ifi by English VISA VbV KTAM THB 1000 00 18 11 2014 Visa OTP SMS siia vov ore
5. Siam Commercial Bank Pcl Bangkok Bank Pcl Account No Account Name Available Credit Card Krungthai Card Pcl 1 We ID Number Credit Card No Expiry Date Month Y ear Fill in Direct Debit Form 1 form per 1 bank Attach the following documents with certify true copy 1 A copy of your ID card or Passport card 2 A copy of the first page of the bank book send all your document to KTAM by post at Krung Thai Asset Mana
6. ASSET MANAGEMENT CREATE INVESTMENT PLAN DIRECT DEBIT You can cancel your investment plan setting by choosing Investment Plan menu and click at X before transaction desired Portfolio Investments Investment Plan Transaction Fund Info Report Investment Plan Date 02 12 2014 Time 11 02 19 Create Investment Plan No Investment plan v c v ay s a Investments contain risks Investors should study prospectuses and tax guides before making a decision to invest Past performance is not a guarantee of future results Krungthai Asset Management 2014 To pay by debit from your bank account you have to send the application for direct debit to KTAM before choosing this method Please see details in the subject of payment met
7. MANAGEMENT KTAM Smart Trade User Manual Login Register NAV Manual FAQ Complain Contact us BA Gg 1 Username Password KRUNGTHA ASSET MANAGEMENT CONTENTS REGISTRATION FOR KTAM SMART TRADE essere nnne rhe nnne rn nenne nh rennen nennen nnns 1 REGISTRATION 0011 1 P C 7 7 11 79 2 1111111 3111111111 e 6 LOGIN KTAM SMART TRADE 0 6 FORGOT YOUR PASSWORD FORGOT 222 T IN CASE OF FORGOT 1 7 7 T IN CASE OF FORGOT
8. KRUNGTHA ASSET MANAGEMENT PAYMENTGATEWAY KTC By using KTC payment gateway for subscription of RMF LTF only oteps to pay through KTC payment gateway are otep 5 Specify payment method choose Payment Gateway Online KTC al s AT 1 al ab gt c21 07 2014 al t LI al ur m 4 22 07 2014 Payment Gateway Online Payment Gateway Online System will link to Online Payment page please click Submit v vo a i A
9. KRUNGTHA ASSET MANAGEMENT REDEMPTION You can redeem by click Investments Redemption Portfolio Investments Buy existing fund Buy new fund Step 1 Select holder no Redemption Step 2 Select fund Step 3 Specify amount or unit to redeem Switching Portfolio Investments Investment Plan Transaction Fund Info Report Redemption Date 17 11 2014 Time 13 12 35 Buy existing fund select holder no Buy new fund Redemption Select fund m KTFIX 1Y3Y v Krung Thai 1Y 3Y Fixed Income Fund Switching Fund Name Cost Unit NAV Unit Amount Benefit KTFIX 1Y3Y 5 002 41 485 1634 10 3319 5 012 66 10 25 units for redeem 485 1634 Unit amount for redeem 5 012 66 Baht Amount or Unit to redeem Amount v 2 500 00 Baht Step 4 Specify the desired time to redeem within the business day or in advance one time Step 5 Direct credit to bank account Step 6 Fill in your password Specify the desired time redeem Redeem within the business day 17 11 2014 Redeem in advance one time please specify the transaction date EP Direct credit to bank account 4 Confirm Password Cancel 28 Page KRUNGTHA ASSET MANAGEMENT System will show the page of confirm transaction
10. 595 8 KTAM SMART TRADE nv 9 PORTEL 7 7111 111 0 9 8 7 1111 8 200 10 M 11 BUY EXISTING 0 9 11 BU NEN FOUND 7 7 1 9 14 EN 7 7 5 M 17 17 SHORT CUT OF DIRECT DEBIT REGISTRATION VIA eem 19 wave INC dE SS LL UU 20 PRI TION 28 1 1 CHR 30 KRUNGTHA ASSET MANAGEMENT CREATE INVESTMENT PLAN 1 1 1 32 CREATE INVESTMENT PLAN DIRECT DEBIT emm 34 TRANSACTION 1 11 36 PISESSPEOT TRANSAC LION 91 11 36 C 0 36 3 aiios MEME 38 LTF INVESTMENT SUMMARY sssssssssssssseseneneeenneeneennhenn enn risen nnn nnne nnne rennen EEEren EEEE 39 RMF INVESTMENT SUMMARY sssssssssssssssseeeeeeemeeenee nnne nh r
11. KRUNGTHA ASSET MANAGEMENT e CHANGE LANGUAGE You can change language by clicking at Thai English on the top right corner Last Login 17 11 2014 Change Password Logout 44 Page
12. CVV2 CVC2 CAV2 wv Merchant Ref No IP Transaction IP To confirm your transaction payment Please click ANAJ continue https testpaygate ktc co th KRUNGTHAI ASSET MANAGEMANT PCL 5 000 00 VISA 09 2018 7 Merchant Ref No GEMANT THB 5 000 00 09 v 2018 v 3
13. Username New Password 8 waa 0 9 Confirm Password Login to KTAM Smart Trade and enjoy it 5 Page ASSET MANAGEMENT LOGIN SMART TRADE LOGIN KTAM SMART TRADE Login Register NAV Manual FAQ Complain Contact us cse qaem um KTAMSAT Ci ADE Login Username 1 3 4 Login Register Forgot Password Forgot Username 6 Page KRUNGTHA ASSET MANAGEMENT FORGOT YOUR PASSWORD FORGOT YOUR USERNAME IN CASE OF FORGOT PASSWORD Smart Trade page click at Forgot Password Username _ 00m Password Login Register Forgot Password Forgot Username Fill in your Username ID card number or Passport card number and E mail Click Submit Forgot Password ID Card No Email The system will send a link to your e mail please click to set password Set New Password at least 8 character A Z or 0 9 only after changing password you can login to system immediately 7 Page
14. 26 Page KRUNGTHA ASSET MANAGEMENT System will go back to KTAM Smart Trade and your order will be shown in pre allot transaction page Portfolio Investments Investment Plan Fund Info Report Pre Allot Transaction Date 05 01 2015 Time 11 30 54 Pre Allot Transaction Cancel Tx Type Order Date Effective Date UnitHolder No Fund Order PIE en Subscription 05 01 2015 11 27 57 05 01 2015 KSETSOLTF 1 T mi g ay m w Investments contain risks Investors should study prospectuses and tax guides before making a decision to invest Past performance is not a quarantee of future results Krungthai Asset Management 2014 27 Page
15. KRUNGTHA ASSET MANAGEMENT IN CASE OF FORGOT USERNAME Smart Trade page click Forgot Username Login 2 TE Login Register Forgot Password Forgot Username Fill in your Unit holder number ID card number or Passport card number and E Mail then click Submit Forgot Username Username will be sent to your E mail 8 Page KRUNGTHA ASSET MANAGEMENT KTAM SMART TRADE PORTFOLIO Portfolio Menu will show your port classified by fund in the form of pie chart and table Language Thai English B Kannsweivamsnovnunsvinel Login Name KRUNGTHAI ASSET MANAGEMENT Last Login 02 12 2014 Change Password Logout Investments Investment Plan Transaction Fund Info Report Profile Portfolio Date 02 12 2014 Time 10 59 10 Unitholder Info Bh 17 00 UnitHolder Name Bh 1 50 00 My risk tolerance level 5 Do Questionnaire B KT FLEX 17 00 last review date 28 10 2014 B KTPLUS 17 00 next review date 28 10 2016 Apply Date 08 10 2014 UnitHolder Mo LJ show all funds Amount FundType Mutual Fund 6 030 43 6 011 61 KTEF 60 4288 16 5917 1 002 62 1 000 00 KTFIX 1Y3Y 201 9364 10 3727 3 028 17 3 011 61 KT FLEX 91 4628 10
16. 1 Page KRUNGTHA ASSET MANAGEMENT Registration You have to be an existing customer before applying for KTAM Smart Trade by opening fund account at KTB or KTAM Selling Agents Login Register NAV Manual FAQ Complain Contact us Click register menu Fill in Unit holder number ID card number date of birth Code shown in the yellow block then click submit Register Unitholder No 0 Card NO l Date of birth 01 10 2014 oet username and select Unit holder no that you desire to show in your portfolio then click submit 2 Page KRUNGTHA ASSET MANAGEMENT e Register Username Email Phone no 14 10 system will send a confirmation link to your e mail which was previously given to the company
17. v 1 308 08 1 308 08 0 00 b Email Address Mobile Mo for sms SMS 1 Click C KRUNGTHA BANK Unit Holder ID Fund code Mobile Phone no KTSS 100 00 0 00 100 00 Email Address Mobile No for sms Wait for 5 seconds TOP will be sent to your mobile
18. Login Name KRUNGTHAI ASSET MANAGEMENT Last Login 14 11 2014 Change Password Logout Portfolio Investments Investment Plan Transaction Fund Info Profile Customer Risk Profile Date 14 11 2014 Time 16 11 07 I For General Investment 1 How old are you Over 60 years 1 50 60 years 2 35 49 years 3 Lower than 35 years 4 2 What is your educational background Lower than Bachelor Degree 1 Bachelor Degree and higher 2 3 How long is your experience in securities investment None 1 Less than 1 year 2 O1 5 years 3 More than 5 years 4 4 How long do you expect that you will not use this invested amount of money Less than 1 year 1 1 3 years 2 7 years 3 More than 7 years 4 5 Do you want the incomes generated from this invested amount of money to pay for your daily expenses Highly needed 1 Somewhat needed 2 Minimally needed 3 O Not needed 4 6 What is the proportion of this invested amount of money to your total assets L Morg m mlt 10 Page KRUNGTHA ASSET MANAGEMENT INVESTMENT Buy existing fund You can buy fund that you have ever bought by click Investment gt Buy Existing fund and fill in details step by step Buy new fund Redemption Swi
19. E c mu After register in the system Please go to your e mail and confirm the registration by clicking on the link 3 Page KRUNGTHA ASSET MANAGEMENT KTAM Smart Trade KTAM Smart Trade application confirmation smarttrade ktam co th smarttrade ktam co th 15 30 v ns KRUNGTHAI ASSET MANAGEMENT D te 3 AMAN 2557 5 ject KTAM Smart Trade KTAM Smart Trade application confirmation Dear KTAM Smart Trade Us
20. via Web mozilla 5 0 windows nt 5 1 applewebkit 537 36 khtml like gecko chrome 37 0 2062 124 safari 537 36 Fill in your User Name Password for KTB Netbank z KRUNGTHAI BANK KTSS 100 00 a 3515237 95 auti um KTB Online User Name Password 21 Page KRUNGTHA ASSET MANAGEMENT Check detail of your order then click GA KRUNGTHAI BANK _ Unit Holder ID Fund code Mobile Phone eee KTSS 100 00 um sary ae 1 A eee pan ene Loh i pips wii SR Sy tone Nee ere a p
21. Investments contain risks Investors should study prospectuses and tax guides before making a decision to invest Past perfarmance is not a guarantee of future results Krungthai Asset Management 2014 Portfolio Investments Investment Plan Transaction Fund Info Report Date 02 12 2014 Time 11 28 21 Create Investment Plan E select holder no Transaction Type Buy new fund Select fund KTLF70 30 The Krung Thai Long Term Equity Fund 70 30 Fund Mame Cost Unit MAV Unit Amount Benefit KTLF70 30 My risk tolerance level 5 Fund risk level 6 34 Page KRUNGTHA ASSET MANAGEMENT Select Investment Plan Period by Monthly Specify the desired date to invest within the month Specify From To Date of Investment Plan After create Investment Plan confirm your password and click OK to confirm Investment plan Amount to purchase Amount 2 000 00 Baht Direct debit from bank account Select investment plan period Monthly Every on 10 v Start From 04 12 2014 To 04 12 2015 In case the selected date falls on a public holiday it shall be postponed to the next business day Confirm Password Cancel 35 Page TRANSACTION ASSET MANAG
22. 11 2014 Time 13 03 33 Buy existing fund select holder no Buy new fund p Redemption Select fund KTEF Y Krung Thai Smart Equity Fund Switching Fund Mame Cost Unit NAW Unit KTEF My risk tolerance level 5 Fund risk level 6 I would like to invest in a unit of this mutual fund of which its investment risk is ranked and higher than the level that can accept I read the explanation concerning investment risk of the mutual fund I understand and accept the conditions herein have studied and accept Investment Risk Amount to purchase 100 000 00 Baht 14 Page KRUNGTHA ASSET MANAGEMENT e otep 4 Specify the desired time purchase within business day or in advance one time otep 5 Specify payment method subscription bank account have to send the application to apply for direct debit before choosing this method please see details in the subject of payment method gt direct debit Payment Gateway online KTB have to apply for KTB Netbank at KTB Payment Gateway online KTC no need to apply only for subscription of RMF LTF Step 6 Direct debit from bank account Step 7 Fill in your password Specify the desired time purchase Purchase within the business day Effective Date 17 11 2014 Purchase in advance one time please specify the transaction date Speci
23. 9263 999 35 1 000 00 KTPLUS 96 5661 10 3586 1 000 29 1 000 00 Portfolio Total Amount Baht 6 030 43 Portfolio Total Benefit Baht 18 82 E am Ld LEG de d v mo Investments contain risks Investors should study prospectuses and tax guides before making a decision to invest Past performance is not a guarantee of future results Krungthai Asset Management 2014 9 Page ASSET MANAGEMENT RISK PROFILE QUESTIONNAIRE You can see your risk tolerance level last review date next review date from Portfolio page and change your risk tolerance level by click at Do Questionnaire and answer all questions Language Thai English B
24. phone if you have not registered mobile phone to receive TOP yet please contact KTB branch 22 Page KRUNGTHA ASSET MANAGEMENT Fill in TOP then click Jugu 00 Enter Your TOP TOP KRUNGTHAI BANK Krung Thai Asset Management Unit Holder ID co Fund code Mobile Phone no KTSS 100 00 um 0 00 100 00 Email Address Mobile No for sms 06 10 2014 Approval Code System will go back to KTAM Smart Trade and your order will be shown in pre allot transaction page 23 Page
25. 10 0000 12 4167 13 2248 8 3506 10 2649 10 2953 5 9642 8 9612 3 3759 10 7104 10 3430 10 4899 10 2339 11 6310 10 3320 15 8760 10 0743 10 0000 10 0000 12 4166 13 2247 8 3505 10 2648 10 2952 5 5641 8 9611 6 4746 3 3758 10 7103 10 3429 10 4898 10 2338 11 6309 10 3319 15 8759 37 Page ASSET MANAGEMENT REPORT You can view the following report at Report menu Portfolio Investments Investment Plan Transaction Fund Info Date 17 11 2014 Time 13 23 31 LTF investment summary RMF investment summary Certificate of LTF switch out Certificate of RMF switch out Certificate of LTF redemption Certificate of RMF redemption Certificate of LTF investment Certificate of RMF investment Withholding tax certificate section 50 bis of the revenue code LTF investment summary RMF investment summary Certificate of LTF switch out Certificate of RMF switch out Certificate of LTF redemption Certificate of RMF redemption Certificate of LTF investment Certificate of RMF investment Withholding tax certificate Section 50 bis of the revenue code 38 Page KRUNGTHA ASSET M
26. 4 12 2015 case the selected date falls a public holiday it shall be postponed to the next business day Confirm Password Cancel 33 Page KRUNGTHA ASSET MANAGEMENT CREATE INVESTMENT PLAN DIRECT DEBIT To pay by debit from KTC Credit Card you have to send the application for direct debit to KTAM before choosing this method Please see details in the subject of payment method gt direct debit Noted For advance purchases through investment plan of RMF LTF only To Create Investment Plan Choose Investment Plan gt Create Investment Plan Portfolio Investments Investment Plan Transaction Fund Info Report Investment Plan Date 02 12 2014 Time 11 02 19 Create Investment Plan No Investment plan al x T ayr aca
27. ANAGEMENT LTF INVESTMENT SUMMARY Portfolio Investments Investment Plan Transaction Fund Info LTF investment summa ry Date 02 12 2014 Time 11 30 07 not found investment data in LTF al x E T EN v mw or X m Investments contain risks Investors should study prospectuses and tax guides before making a decision to invest Past performance is not a guarantee of future results RMF INVESTMENT SUMMARY Portfolio Investments Investment Plan Transaction Fund Info RMF investment summary Date 02 12 2014 Time 11 29 38 not found investment data in RMF al E T X oa m
28. Click Confirm Portfolio Investments Investment Plan Transaction Fund Info Report m Confirm Transaction Date 17 11 2014 Time 13 14 44 Buy existing fund Description Buy new fund UnitHolder No UnitHolder Name Redemption Transaction Type Redemption Fund KTFIX 1Y3Y 1 3 Swilching Order Date 17 11 2014 13 14 42 Effective Date 17 11 2014 Order Unit 0 0000 Unit Order Amount 2 500 00 Baht Bank Account Payment Date 18 11 2014 Confirm Cancel 29 Page KRUNGTHA ASSET MANAGEMENT SWITCHING You can switch fund by click Investments Switching Portfolio Investments Step 1 Select holder no Buy existing fund Buy new fund Step 2 Select Source fund Redemption Step 3 Specify amount or unit to switch Switching Step 4 Select destination fund Step 5 Specify the desired time to switch within the business day or in advance one time Step 6 Fill in your password Portfolio Investments Investment Plan Transaction Fund Info Report Switching Date 17 11 2014 Time 13 18 50 Buy existing fund select holder no Buy new fund Redemption Select source fund m KTFIX 1Y3Y v Krung Thai 1Y 3Y Fixed Income Fund Switching Fund Name Cost Unit NAV Un
29. EMENT You can check your pre allot orders and allotted order at Transaction menu PRE ALLOT TRANSACTION You can cancel your order before its effective due by clicking on X in front of that transaction Subscription Order paid by payment gateway KTB or KTC cannot be deleted Portfolio Pre Allot Transaction Alloted Transaction Investments Investment Plan Transaction Fund Info Report Pre Allot Transaction Date 02 12 2014 Time 11 47 13 No Transaction wait for allot v v v Investments contain risks Investors should study prospectuses and tax guides before making a decision to invest Past performance is not a guarantee of future results ALLOTED TRANSACTION Krungthai Asset Management 2014 You can view your allotted transaction by choosing unit holder no effective date fund type fund and order status Portfolio Pre Allo
30. KTAM World Corporate Bond Fund KT WCORP Krung Thai Thanasup Plus KTPLUS Krung Thai FLexible Fund KT FLEX Krung Thai High Dividend Equity Fund KT HiDiv Krung Thai High Dividend Equity RMF KT HiDiv RMF Krung Thai 1 3 Fixed Income Fund KTFIX 1Y3Y Krung Thai Smart Equity Fund KTEF Transaction Redemption Cut Off Time 15 30 15 30 15 30 14 00 14 00 14 00 14 00 14 00 14 00 14 00 14 00 14 00 14 00 15 30 15 30 15 30 15 30 15 30 15 3 Fund Info NAW Date 14 11 2014 10 11 2014 13 11 2014 13 11 2014 13 11 2014 13 11 2014 13 11 2014 13 11 2014 13 11 2014 14 11 2014 14 11 2014 13 11 2014 13 11 2014 14 11 2014 14 11 2014 14 11 2014 14 11 2014 14 11 2014 14 11 2014 Report KRUNGTHA ASSET MANAGEMENT Profile Date 17 11 2014 Time 13 21 59 Amount 1 453 353 867 47 5 000 000 000 00 0 00 232 840 192 08 34 516 866 12 1 536 112 684 67 170 939 653 43 30 500 610 68 53 118 756 30 243 724 627 85 388 997 363 42 86 152 800 81 90 341 594 93 21 463 411 662 28 3 145 663 929 52 69 833 146 09 162 356 520 01 1 766 993 483 02 217 320 513 83 NAV Unit 10 0743 10 0000 10 0000 12 4166 13 2247 8 3505 10 2648 10 2952 5 9641 8 9611 8 42746 3 3758 10 7103 10 3429 10 4898 10 2338 11 6309 10 3319 15 8759 10 0744 10 0000
31. ank payment you have to apply for KTB Netbank at KTB before choosing this method oteps to pay through KTB Netbank are step 5 Specify payment method choose Payment Gateway Online KTB otep 7 Fill in your password then click OK Specify payment method Subscription Bank Account Payment Gateway Online Payment Gateway Online GE Confirm Password Cancel System will link to KTB Netbank For individual person click Netbank For juristic person click BiZ Growing by 20 Page KRUNGTHA ASSET MANAGEMENT Unit Holder ID Fund code Mobile Phone no a KTSS 100 00 rJ Z Hetbank GROWING 2548
32. ername vd x a s A wv Be5t regards KTAM Smart Trade a A v 1 32 10120 Krung Thai Asset Management Pcl KTAM Smart Trade 1 Empire Tower crar Sounth Sathorn Rd Yannawa Sathorn Bangkok 10120 Remark Microsoft Office Outlook NS x This operation has been canceled due to restrictions in effect on this computer Please contact your system administrator Cx When you click on a link to confirm your registration and there is an alert message please copy link to paste in the URL of Web Browser and press Enter to go to Login page 4 Page KRUNGTHA ASSET MANAGEMENT e Set your password
33. fy payment method Subscription Bank Account Payment Gateway Online KTB Mod Direct debit from bank account Cancel 15 Page oystem will show the page of confirm transaction Click Confirm Portfolio Buy existing fund Buy new fund Redemption Switching Investments Description UnitHolder No UnitHolder Name Transaction Type Fund Order Date Effective Date Order Unit Order Amount Bank Account Investment Plan Transaction Fund Info Report Contirm Transaction Subscription KTEF 17 11 2014 13 05 07 17 11 2014 0 0000 Unit 100 000 00 Baht Confirm Cancel KRUNGTHA ASSET MANAGEMENT Date 17 11 2014 Time 13 05 09 16 Page KAUNGTHAI ASSET MANAGEMENT PAYMENT METHOD DIRECT DEBIT To pay by debit from your bank account you have to send the application for direct debit to KTAM before choosing this method You can use direct debit for the following banks and credit card KTB KBank BAY BBL SCB Noted SCB available for branch in Bangkok only Credit Card For advance purchases through investment pla
34. gement PCL KTAM Smart Trade 1 Empire Tower 32nd FI South Sathorn Rd Yannawa Sathorn Bangkok 10120 Thailand With in 2 weeks KTAM will notify the completion of process 18 Page KRUNGTHA ASSET MANAGEMENT SHORT CUT OF DIRECT DEBIT REGISTRATION VIA ATM You can register for Direct Debit through ATM machines of SCB KBANK and BAY and your bank s will approve your registration within 3 working days Steps are Direct Debit Registration via ATM SCB Available for branch in Bangkok only 1 Insert ATM Card and enter your 4 digits PIN Select Others Select Apply E service Select Direct Debit 2 3 4 5 Select Current Account or Saving 6 Select Others 7 Fill in the Comp Code 9115 8 Select Correct 9 Fill CUSTOMER NO 13 digits National ID s number 10 Select Correct 11 Recheck your information on the screen and agree to accept the condition select Confirm 12 Transaction completed and keep the ATM slip as an evidence and submit to KTAM 1 Insert ATM Card and enter your 4 digits PIN Select Services Select Direct Debit Select Specify Company 2 3 4 5 Select Current Account or Saving 6 Fill in KTAM s company s ID 33620 7 Select Correct 8 Fill CUSTOMER NO 13 digits National ID s numbe
35. hod gt direct debit To Create Investment Plan Choose Investment Plan gt Create Investment Plan Portfolio Investments Investment Plan Transaction Fund Info Date 02 12 2014 Time 11 03 17 Create Investment Plan E select holder no Transaction Type Buy existing fund Select fund KTFIX 1Y3Y Y Krung Thai 1Y 3Y Fixed Income Fund Fund Name Cost Unit MAW Unit Amount Benefit KTFIX 1Y3Y 3 011 61 291 9364 10 3727 3 028 17 16 56 My risk tolerance level 5 Fund risk level 4 32 Page KRUNGTHA ASSET MANAGEMENT Select Investment Plan Period by Onetime Specify the desired date to invest within the business day Weekly Specify the desired date to invest within the weekday Monthly opecify the desired date to invest within the month Quarter Specify the desired date and start month to invest within the year Yearly opecify the desired date and month to invest within the year Specify From To Date of Investment Plan After create Investment Plan confirm your password and click OK to confirm Investment plan Amount to purchase Amount 1 000 00 Baht Direct debit from bank account 7772132764 KBANK Select investment plan period Monthly Every on 10 Start From 04 12 2014 To 0
36. it Amount KTFIX 1Y3Y 5 002 41 485 1634 10 3319 5 012 66 units for switch 485 1634 Unit amount for switch 5 012 66 Baht Amount or Unit to switch Amount 3 000 00 Baht Select destination fund KTSS v The Krung Thai Sa Som Sub Fund Fund Name Cost Unit NAV Unit Amount Benefit KTSS 250 12 20 4062 12 2697 250 38 0 26 Specify the desired time switch Switch within the business day 17 11 2014 Switch in advance one time please specify the transaction date Confirm Password 99 Cancel 30 Page KRUNGTHA ASSET MANAGEMENT J System will show the page of confirm transaction Click Confirm Portfolio Investments Investment Plan Transaction Fund Info Report Confirm Transaction Date 17 11 2014 Time 13 19 35 Buy existing fund Description Buy new fund UnitHolder No UnitHolder Name Redemption Transaction Type Switching Source fund KTFIX 1Y3Y 1 3 1 Switching Destination fund KTSS Order Date 17 11 2014 13 19 33 Effective Date 17 11 2014 Order Unit 0 0000 Unit Order Amount 3 000 00 Baht Switch In date 17 11 2014 31 Page
37. n of RMF LTF only To apply please download Letter of Consent for Direct Debit from www ktam co th gt Download gt Investment Documents gt 6 Letter of Consent for Direct Debit or click this link http www ktam co th FileUpload Content FileThs 1621 pdf Home E newsletter KTAM Smart Trade Download Calendar Contact Us Agent Career ENG Thai KRUNGTHAI ASSET MANAGEMENT Sign in User Name E Password ij amp Search Mail About KTAM NAV Investment Planning Fund Information News Service Channel Promotion Event Investment Knowledge FAQs Mutual Fund Property Fund Private Fund RMF LTF Provident Fund FIF ETF A Ne Smart Way Investment atemative ead more Home Download Investment Documents Download Investment Documents Wealth Forms KTAM KTB forms 1 Amendment Form amp Investment Documents Public Documents Multimedia Agent non ktb Forms 2 Transfer Order pa pa read more 3 Switching Order for RMF LTF between AMC read more 4 Opening Joint Account Requisition Form 5 Parental Consent Form pt n pt pa 7 Automatic Monthly Investment Wealth 9 Tax Certificate Requistion Page 1 of 2 Previous 1 2 Next Copyright 2000 2007 Krung Thai Asset Management Public Company Limi
38. nnne nnne sena rn nennen nnne sena rn rennen 39 CERTIFICATE OF QUT 2 7 ee 39 CERTIFICATE OF RMF OUT 1 11 40 CERTIFICATE OFETF REDEMPTION 77 7 1 11 0 40 CERTIFICATE OF RMF 1 1 11111111111 1 9 40 CERTIFICATE CTF INVESTMENT 11 1 11 7090 41 CERTIFICATE OF RMF INVESTMENT 1111 1 1 1 111 41 WITHHOLDING TAX CERTIFICATE SECTION 50BIS OF THE REVENUE CODE 41 g018 42 ACCOUNT EFFING oa 42 SI SIR 7 3 38 5 0 43 CHANGE PAS WORD 43 CHANGE 1111 111111 1 44 3 Page REGISTRATION FOR KTAM SMART TRADE KRUNGTHA ASSET MANAGEMENT REGISTRATION Login Register NAV Manual FAQ Complain Contact us SECURED T EE Cu Register P TA Date of birth 2014 el Submit Back w vw
39. own in your portfolio by choosing Profile gt Account Setting 42 Page KRUNGTHA ASSET MANAGEMENT ACTIVITY LOG You can review your access history by choosing Profile Activity Log Portfolio Investments Investment Plan Transaction Fund Info Report Activity Log Date 17 11 2014 Time 13 25 29 17 11 2014 13 11 Login to system 17 11 2014 13 01 Login to system 14 11 2014 20 49 Login to system 14 11 2014 16 23 Login to system 14 11 2014 16 08 Login to system 14 11 2014 15 56 Login to system 13 11 2014 21 03 Login to system 13 11 2014 15 30 Login to system 13 11 2014 11 22 Login to system 12 11 2014 20 23 Login to system CHANGE PASSWORD Language Thai English 8 You can change your password by clicking at change Login Name password menu on the top right corner Last Login 17 11 2014 change Password Fill in current password Fill in new password at least 8 characters A Z or numeric 0 9 only Fill in new password again to confirm Click change password Portfolio Investments Investment Plan Transaction Fund Info Report Cha nge Password Date 17 11 2014 Time 13 27 00 Current Password New Password At least 8 characters A Z or 0 9 only Confirm Password Change Password Please Enter Data and Submit 43 Page
40. r 9 Select Correct 10 Terms and Conditions select confirm 11 Select confirm transaction 12 Transaction completed and keep the ATM slip as an evidence and submit to KTAM 1 Insert ATM Card and enter your 4 digits PIN 2 Select Apply Change service 3 Select Auto Payment 4 Select Fund Securities 5 Read all the terms and conditions and select Accept 6 Select your account type Saving Account or Current Account 7 Fill in KTAM s account number 77700048541 8 Enter reference number 1 13 digits National ID s number 9 Enter reference number 2 13 digits National ID s number 10 Select Correct 11 Transaction completed 12 Transaction completed and keep the ATM slip as an evidence and submit to KTAM After completing the transaction s please fax the following documents to the fund s registrar at 02 670 0430 Letter of Consent for Direct Debit http Awww ktam co th FileUpload Content FileTh8 1621 pdf ATM slip A copy of national ID passport Certify true copy A copy of the first page of the bank book Certify true copy Process time Through ATM 3 working days after all the required documents are received and processed 19 Page KRUNGTHA ASSET MANAGEMENT PAYMENT GATEWAY PAYMENTGATEWAY KTB KTB NETBANK By using KTB Netb
41. t Transaction Alloted Transaction Investments Investment Plan Alloted Transaction Tx Type Subscription Switch In Switch In Switch Out Switch Out Redemption UnitHolder No Start From Fund Type Order status Effective Date 10 11 2014 04 11 2014 04 11 2014 04 11 2014 04 11 2014 29 10 2014 Transaction Fund Info Date 17 11 2014 Time 13 21 14 ALL 18 10 2014 To 17 11 2014 ALL Fund ALL Allot Completed C i View UnitHolder No Fund Channel Order Unit Order Amount KTFIX 1Y3Y INTERNET 0 0000 3 000 00 KTFIX 1Y3Y INTERNET 0 0000 250 00 KTFIX 1Y3Y INTERNET 0 0000 250 00 KTPLUS INTERNET 0 0000 250 00 KTSS INTERNET 0 0000 250 00 KTFIX 1Y3Y INTERNET 0 0000 700 00 36 Page FUND INFO You can view fund info at Fund Info menu and prospectus by clicking at Fund Name Portfolio Investment Plan Fund Info Unitholder Info UnitHolder Mame Apply Date 08 10 2014 Investments Fund Info Fund Name Subscription Cut Off Time Krung Thai Thanasup B126 KTSUPB126 Krung Thai Fixed Income FIF 55 55 KTAM World Equity Fund RMF KT WEQ RMF Ktam World Energy Fund KT ENERGY KTAM World Financial Services Fund KT FINANCE KTAM European Equity Fund KT EURQ KTAM World Equity Fund KT WEQ KTAM World Agriculture Fund KT AGRI KTAM World Metals and Mining Fund KT MINING KTAM Gold Fund KT GOLD KTAM Gold RMF KT GOLD RMF KTAM World Gold and Precious Equity Fund KT PRECIOUS
42. tching Step 1 Select Unit Holder No Step 2 Select fund Step 3 Specify amount to purchase Portfolio Investments Investment Plan Transaction Fund Info Report Buy existing fund Date 14 11 2014 Time 16 23 36 Buy existing fund select holder no Buy new fund Py Redemption Select fund itchi KTFIX 1Y3Y Krung Thai 1Y 3Y Fixed Income Fund Switching peo Fund Name Cost Unit NAV Unit Amount Benefit KTFIX 1Y3Y 5 002 41 485 1634 10 3357 5 014 50 12 09 My risk tolerance level 5 Fund risk level 4 Amount to purchase 1 000 00 Baht 11 Page KRUNGTHA ASSET MANAGEMENT Step 4 Specify the desired time to purchase within business day or in advance one time Step 5 Specify payment method subscription bank account have to send the application to apply for direct debit before choosing this method please see details in the subject of payment method gt direct debit Payment Gateway online KTB have to apply for KTB Online at KTB Payment Gateway online KTC no need to apply only for subscription of RMF LTF Step 6 Direct debit from bank account Step 7 Fill in your password Specify the desired time purchase Purchase within the business day Effective Date 17 11 2014 Order Time exceed Fund cut off time Transaction will effect on Next Date P
43. ted 6 twittes KTAM Smart Plan 0 2686 6100 Ext 9 FAX 0 2670 0430 UPC Toll Free 1 800 295 592 Emai webmaster ktam co th Affiliates Related Links Site Map Contact Us 17 Page KRUNGTHA ASSET MANAGEMENT KRUNGTHAI ASSET MANAGEMENT Date 028 2557 Letter of Consent for Direct Debit 1 1 Available Banks 0 E Krung Thai Bank Pcl Kasikorn Bank Pcl Bank of Ayudhya Pcl
44. tificate of RMF redemption Date 17 11 2014 Time 16 25 50 UnitHolder No select holder no redemption date Selectdate 40 Page ASSET MANAGEMENT e CERTIFICATE OF LTF INVESTMENT Portfolio Investments Investment Plan Transaction Fund Info Certificate of LTF investment Date 17 11 2014 Time 16 26 27 UnitHolder No select holder no Year 12013 CERTIFICATE OF RMF INVESTMENT Portfolio Investments Investment Plan Transaction Fund Info Certificate of RMF investment Date 17 11 2014 Time 16 26 58 UnitHolder No select holder no WITHHOLDING CERTIFICATE SECTION 50 BIS OF THE REVENUE CODE Portfolio Investments Investment Plan Transaction Fund Info UnitHolder No select holder no redemption date Select date 41 Page KRUNGTHA ASSET MANAGEMENT PROFILE ACCOUNT SETTING Portfolio Investments Investment Plan Transaction Fund Info Account Setting Date 17 11 2014 Time 13 24 49 Select Unitholder for Internet Trading Select UnitHolder No UnitHolder Name ID Card No Apply Date 08 10 2014 Main Account Password You can set unit holder no desired to be sh
45. urchase in advance one time please specify the transaction date Specify payment method Subscription Bank Account Payment Gateway Online KTB Direct debit from bank account Confirm Password 12 Page KRUNGTHA ASSET MANAGEMENT System will show the page of confirm transaction Click Confirm Portfolio Investments Investment Plan Transaction Fund Info Report Confirm Transaction Date 14 11 2014 Time 16 25 35 Buy existing fund Description Buy new fund UnitHolder No UnitHolder Name Redemption Transaction Type Subscription Fund KTFIX 1Y3Y Switching Order Date 14 11 2014 16 25 33 Effective Date 17 11 2014 Order Unit 0 0000 Unit Order Amount 1 000 00 Baht Bank Account Confirm Cancel 13 Page KRUNGTHA ASSET MANAGEMENT BUY NEW FUND Portfolio Investments You can buy fund that you have never bought by click Investments gt Buy existing fund Buy new fund and fill in details step by step Buy new fund Redemption Switching Step 1 Select Holder No Step 2 Select Fund shown only never bought fund Step 3 Specify amount to purchase Portfolio Investments Investment Plan Transaction Fund Info Report Buy new fund Date 17

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