To invest in CGS MYWM fund, you must be a Sophisticated Investor and 18 years of age or older. This is the legal age requirement specific to the investment industry.

You can invest in a CGS MYWM fund by calling our Customer Service at 03-2635 8686 or sending an email to customerservice.my@cgsi.com, and we will assign you a Relationship Manager (RM). You will then be required to open an investment account for this purpose.

Yes, you are eligible to open a CGS MYWM account. However, CGS MYWM will not be offered in the United States of America, its territories or possessions, or any locations subject to its authority, or to any U.S. Person(s). As a result, before investing in a CGS MYWM fund, you may be required to prove that you are not U.S. Person(s). Please contact us for more information.

1. A unit trust scheme, private retirement scheme or prescribed investment scheme
2. Bank Negara Malaysia 
3. A licensed person or a registered person
4. An exchange holding company, a stock exchange, a derivatives exchange, an approved clearing house, a central depository or a recognized market operator
5. A corporation that is licensed, registered or approved to carry on any regulated activity or capital market services by an authority in Labuan or outside Malaysia which exercises functions corresponding to the functions of the Securities Commission Malaysia
6. A bank licensee or an insurance licensee as defined under the Labuan Financial Services and Securities Act 2010 [Act 704]
7. An Islamic bank licensee or a takaful licensee as defined under the Labuan Islamic Financial Services and Securities Act 2010 [Act 705]
8. A chief executive officer or a director of any person referred to in subparagraphs (iii), (iv), (v), (vi) and (vii) above
9. A closed-end fund approved by the Securities Commission Malaysia

1. A company that is registered as a trust company under the Trust Companies Act 1949 and has assets under its management exceeding ten million ringgit or its equivalent in foreign currencies
2. A corporation that:
   (A) is a public company under the Companies Act 2016 which is approved by the Securities Commission Malaysia to be a trustee under the Capital Markets and Services Act 2007 and has assets under its management, exceeding ten million ringgit or its equivalent in foreign currencies; or 
   (B) is carrying on the regulated activity of fund management solely for the benefit of its related corporations and has assets under its management exceeding ten million ringgit or its equivalent in foreign currencies. 
3. A corporation with total net assets exceeding ten million ringgit or its equivalent in foreign currencies based on the last audited accounts
4. A partnership with total net assets exceeding ten million ringgit or its equivalent in foreign currencies
5. A statutory body established under any law whose function or mandate is investment in capital market products.
6. Note: A “joint management body” established under section 17 of the Strata Management Act 2013 will not fall within the meaning of a “statutory body” for the purposes of subparagraph (b)(v), as it is not a statutory body whose function or mandate includes investing in capital market products.
7. A pension fund approved by the Director General of Inland Revenue under the Income Tax Act 1967.

1. whose total net personal assets exceeding three million ringgit or its equivalent in foreign currencies, provided that the net value of the primary residence of the individual contribute not more than one million ringgit of the total net assets; 
2. whose total net joint assets with— 
   (a) his or her spouse; or
   (b) his or her child, exceeding three million ringgit or its equivalent in foreign currencies, provided that the net value of the primary residence of the individual with his or her spouse or child contribute not more than one million ringgit of the total net assets; 
3. who has a gross annual income exceeding three hundred thousand ringgit or its equivalent in foreign currencies in the preceding twelve months; 
4. who jointly with his or her spouse or child, has a gross annual income exceeding four hundred thousand ringgit or its equivalent in foreign currencies in the preceding twelve months; 
5. whose total net personal investment portfolio or total net joint investment portfolio with his or her spouse or child, in any capital market products exceeding one million ringgit or its equivalent in foreign currencies;
6. who holds any of the following qualifications and has five consecutive years of relevant working experience in finance, economics, actuarial science or accounting— 
   (A) holds a Bachelor’s or Master’s degree related to Finance, Economics or Actuarial Science; 
   (B) holds a Bachelor’s or Master’s degree in Accounting; or 
   (C) holds a Master of Business Administration; 
7. who holds the following membership in the associations as set out below: 
   (A) Active Member of Chartered Financial Analyst (CFA) Institute; 
   (B) Chartered Banker of Asian Institute of Chartered Bankers (AICB); 
   (C) Ordinary Member of Financial Markets Association Malaysia (FMAM);
   (D) Chartered Accountant, C.A(M) of Malaysian Institute of Accountants (MIA); 
   (E) Ordinary Member of Malaysia Association of Tax Accountants (MATA); 
   (F) Accredited Angel Investor of Malaysian Business Angel Network (MBAN); 
   (G) Certified Member of Financial Planning Association of Malaysia (FPAM); or
   (H) Ordinary Member of Malaysian Financial Planning Council (MFPC); or 
8. who has five consecutive years of working experience in a capital market intermediary relating to product development, corporate finance, deal advisory, investment management, sales and trading, investment research and advisory, financial analysis, or the provision of training in investment products.

Yes, you can open a joint account by selecting “Joint Account” in the Individual/Joint Account Application Form’s application type. For more detail, please contact our Customer Service at 03-2635 8686.

No. You will not able to subscribe via iTrade.

You will receive a confirmation email for each product subscription. On top of that, you will also receive monthly statements for your investment holdings.

CGS MYWM currently offers only two types of products: wholesale funds and private mandates.

1. Wholesale funds are pools of money that are managed by professionals for sophisticated investors. These funds offer the potential for higher returns and more flexibility than retail funds, but they also come with more risk.
2. Private mandates are customized investment solutions that are tailored to the individual needs of each investor. These mandates are typically managed by a team of experienced investment professionals who work closely with the investor to develop and implement a personalized investment strategy.

You may contact us at our Customer Service at 03-2635 8686 and/or email to customerservice.my@cgsi.com

CGS MYWM is located at Level 12 & 29, Menara Aras Raya, No. 11, Jalan Raja Laut, 50350 Kuala Lumpur, Wilayah Persekutuan.

Wholesale funds are pools of money managed by professionals for sophisticated investors. Where investors buy shares in the fund, which represent a portion of its underlying assets. Wholesale funds offer the potential for higher returns, more flexibility, and lower fees than retail funds, but they also come with more risk.

The charges are sales charge, management fees and trustee fee. For more detail, you may refer to CGS MYWM fund Information Memorandum and Product Highlights Sheet that is available in our website (https://www.cgsi.com).

You may withdraw your investment by selecting the “Withdrawal” option in the Transaction form. For more detail, please contact our Customer Service at 03-2635 8686 and/or email to customerservice.my@cgsi.com.