Getting Started New i-Access User Guide – Investor Module
Contents
1. and Fund Allocation and Portfolio Market Value Movement Section Description Latest updates You may view the latest 10 announcements under What s New Click View all to check all 10 latest announcements and updates Account List of your account s and fund s you invest in Summary Portfolio and The portfolio pie chart shows your portfolio investment by asset class and Fund Allocation detailed information of all the funds in your portfolio Portfolio You may view your consolidated Asset Under Management AUM of all Market Value account since you invested with Affin Hwang AM Movement AFFIN HWANG CAPITAL Out think Out perform Asset Management Account Under this section you may check your general information easily gt You can view your investment holdings by selecting account number b Dashboard gt View the Fund Allocation in the Account gt View the Fund Performance and Particulars b Investment Holdings gt View the Fund Invested in detail such as First Investment Date Current Price Unit Holdings and etc b Income Distribution Instruction gt View latest income distribution by fund s b Investment Details gt View Investment Details up to T 2 position b Statement gt View Latest 3 Years Statement of Account gt Tax Voucher gt View Latest 3 Years Tax Voucher Fund b You can view summarised information of all our funds under this section b By clicking the fun2. b gt AFFIN HWANG CAPITAL Outthink Out perform Asset Management New i Access User Guide Investor Module Dear Investor Thank you for choosing our services and welcome to Affin Hwang Asset Management Berhad s Affin Hwang AM online platform The new i Access This portal allows you to access your personal information and investments wherever you are and whenever you want by just logging into your i Access account With the new i Access there s no need for paper statements so there s less paperwork cluttering up your life In fact all statements are stored securely online since you invest with Affin Hwang AM The new i Access offers you real time investment information fund performance tracking and other functions all are easily accessible via internet The new i Access is safe fast and convenient enabling you to manage your investment with total peace of mind The new i Access uses 256 bit SSL technology to provide a secure channel for data transmission your information remains private and safe The new i Access is also user friendly for easy navigation Please contact our Customer Care Consultant at 1800 88 7080 anytime during working hours Monday to Friday 8 45am to 5 30pm if you have any queries on the new i Access Simply follow this user guide to discover just how easy New i Access can be Getting Started Activate New i Access account Investor will receive an email from Affin Hwang AM with a system gen
3. balu No 10 C 23 amp 10 C 24 Lot No B 2 09 2nd Floor Precinct 10 Block B Warisan Square Jalan Tanjung Tokong Jalan Tun Fuad Stephens 10470 Penang 88000 Kota Kinabalu Sabah T 604 899 8022 T 6088 252 881 F 604 899 1916 F 6088 288 803 Perak Sarawak Kuching 13A Persiaran Greentown 7 Ground Floor No 69 Block 10 Greentown Business Centre Jalan Laksamana Cheng Ho 30450 Ipoh Perak 93200 Kuching Sarawak T 605 241 0668 T 6082 233 320 F 605 255 9696 F 6082 233 663 Johor Sarawak Miri Ist Floor No 93 Ist Floor Lot 1291 Jalan Molek 1 29 Taman Molek Jalan Melayu MCLD 81100 Johor Bahru Johor 98000 Miri Sarawak T 607 351 5677 5977 T 6085 418 403 F 607 351 5377 F 6085 418 372 If you have any queries or require further clarification please contact our Customer Care Consultant at Toll Free Number 1 800 88 7080 or General Line 603 2116 6000 during office hours from 8 45 to 5 30 pm Mondays to Fridays or email customercare affinhwangam com
4. culators available such as risk profiler general investment calculator etc Type of information Steps Risk Profiler Click Risk Profiler gt Fill up the details gt Click Gauge My Risk Appetite General Investment Click General Investment Calculator gt Fill up initial investment monthly Calculator investment expected return and investment period gt Click Calculate Retirement Click Retirement Calculator gt Fill up the required details gt Click Calculate Calculator Education Calculator Click Education Calculator gt Fill up the details gt Click Calculate gt You may obtain more information on New i Access by downloading the User Guide gt Click User Guide gt Click Save to download this User Guide AFFIN HWANG CAPITAL Out think Out perform Asset Management Download Centre gt User can download all documents available from Download Center gt User can mark documents available as favourites by clicking the vy button Alert gt You will receive alerts such as EPF Due Date and Fund Maturity gt Client EPF Due gt Fund Maturity Profile gt Youmay update your information at any point of time To check your personal details Click Profile My Profile To change your contact particulars Click Profile gt Click Change Contact Particulars gt Fill in the details gt Click Not applicable to Corporate Investor Summit Change Request Change To change password Click Change Password g
5. d name you can view General information such as Launch Date IOP Currency and SAT group gt Youcan view brief information of the fund by clicking Fund Fact Sheet Click Save if you wish to download it gt Youcan view and download interim report by clicking Interim Report Youcan view and download annual report by clicking Annual Report Historical Income Distribution gt You may click Export to download the historical income distribution in Excel file Historical Fund Price gt Youmayclick Export to download the historical fund price in Excel file AFFIN HWANG CAPITAL Outthink Outperform Asset Management Contact Us Send us your feedback or file a complaint by selecting one of the categories listed fill in your message and click submit Our Customer Care Consultant will respond to your message within 3 business days gt General Enquiry gt Compliment gt Complaint gt Other Feedback Information Corner gt You may obtain various information from Information Corner such as Type of information Steps Annual amp Interim Reports Click Annual and Interim Reports gt Select the Fund type you wish to retrieve gt Select Annual Interim Report Fund Fact Sheet Click Fund Fact Sheet gt Select the Fund type you wish to retrieve gt Select Fund Fact Sheet Income Distributions Click Income Distributions gt Select the Fund gt Click Export if you wish to download it gt There are various cal
6. erated User Name and Password within 1 week from the first investment date Follow the instructions below to activate the New i Access account Activate your account gt Goto New i Access at https i access affinhwangam com investor investor gt Click First Time Login gt Enter the system generated User Name and Password and click Activate gt Verify all personal details displayed and click Next gt Fill up the details in First Security Setup including Security Image and Security Phrase gt Click Submit AFFIN HWANG CAPITAL Out think Out perform Asset Management Login to New i Access Step1 Access New i Access at https i access affinhwangam com investor investor Step 2 Enter the registered User Name and click Next Step 3 Check and ensure that the security image and phrase are correct Proceed to key in your password and click login if the security image and phrase matched the image and phrase you registered with If the security image and phrase does not match the image and phrase you re registered with please do not key in your password and do not login and contact our Customer Care Consultant at 1 800 88 7080 immediately Step 4 Select your desired feature from the Menu Bar or Quick Link Menu Bar Dashboard Account Fund Contact Us Quick Link Information Corner Download Centre Alerts Profile Dashboard In dashboard you can read all the latest updates from Affin Hwang AM Portfolio
7. t Fill up the details gt Click Summit Setting To make any changes for the settings Click Settings gt Do the changes gt Click Save Settings Log out To sign out of New i Access Click Log out Important Notice passwords Do not disclose your User ID and or password for any reason No one from Affin Hwang Asset Management Berhad any other agency or business should ever ask you for your User ID and or password Additionally Affin Hwang Asset Management Berhad does not use automated telephone calls or emails to verify your personal information Any such communications you may receive do not originate from Affin Hwang Asset Management Berhad Should anyone ask for your User ID and or Password please contact our Customer Care Consultant to file a report AFFIN HWANG CAPITAL Out think Out perform Asset Management Our Office HEAD OFFICE Kuala Lumpur Affin Hwang Asset Management Berhad Formerly known as Hwang Investment Management Berhad Suite 11 01 11th Floor Menara Keck Seng 203 Jalan Bukit Bintang 55100 Kuala Lumpur Toll Free Line 1 300 88 7080 T 603 2116 6000 F 603 2116 6112 E customercare affinhwangam com SALES OFFICES Selangor Petaling Jaya Malacca A 7 G Jaya One Ground Floor No 72A Jalan Universiti No 584 Jalan Merdeka 46200 Petaling Jaya Taman Melaka Raya Selangor 75000 Melaka T 603 7620 1290 T 606 281 2890 F 603 7620 1298 F 606 281 2937 Penang Sabah Kota Kina
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