What is Regular Investment Authorisation (RIA)?

Regular Investment Authorisation or RIA is a request for regular switching of a specific amount of units from a bond/money market fund into an equity/mixed asset/balanced fund at selected intervals or frequency.

Benefits of RIA:

• Invest regularly with ease to grow your investment portfolio
• Investment execution can be done 24/7 via Public Mutual Online (PMO)
• Requires only a minimum of RM100^* per switch
• A disciplined investment approach towards achieving your long-term financial goals

How to Register for Regular Investment Authorisation?

1. Login to PMO
2. Under the menu bar, select “Accounts > Regular Investment Authorisation”
3. Select a “Switch-from Account”
   Must be an existing Bond or Money Market Fund account
4. Select a “Switch-to Fund”
   
   • Must be an Equity/Balanced/Mixed Asset Fund
   • Could be a new or existing account
5. When registering for Regular Investment Authorisation investors should specify:
   
   • Amount to be switched out (minimum RM100^*)
   • Interval (monthly, bi-monthly, quarterly, semi-annually or annually)
   • Deduction day of the month
   • No. of deductions (e.g.: 3 times, 6 times, perpetual, etc.)

^*Applicable for switching from the e-Series of money market funds to e-Series of equity/mixed asset/balanced funds