Guidance to the Guidelines on Unit Trust Funds - Collective Investment Scheme

Suggested Searches

annual report 2022

Guidance to the Guidelines on Unit Trust Funds

5th Edition published on 1 October 2024 to (1) insert a new guidance to paragraph 5.05 relating to the appropriateness of the use of terms in relation to sustainable and responsible investment (SRI) or environmental, social and governance in the name of a fund that is not an SRI qualified fund under the Guidelines on Sustainable and Responsible Investment Funds; (2) update guidance to paragraphs 9.12 and 9.14 to remove the reference to the Guidelines on Online Transactions and Activities in Relation to Unit Trusts; (3) update illustration in the guidance to paragraph 9.16; and (4) insert a new guidance to paragraph 9.18 to clarify the SC’s expectation regarding the content of the statement to unit holders relating to unit split.
4th Edition published on 28 November 2022 to insert a new guidance to paragraph 9.71 to clarify SC's expectations in relation to section 239 of the CMSA and updated the guidance to paragraph 11.04 on funds not eligible for consideration under the expedited authorisation process and delete the guidance to paragraph 12.11 (pdf)
3rd Edition published on 15 April 2022 to insert new guidance to paragraph 11.04 on funds eligible for consideration under the expedited authorisation process (pdf)
2nd Edition published on 1 March 2022 to update the answers to paragraphs 3.07(k) and 6.08(a), insert a new guidance to paragraph 9.12 & 9.14, and delete the guidance to paragraph 3.11 (pdf)
1st Edition published on 21 December 2021 (pdf)

SC AFFILIATES

RELATED SITES

about the SC

The Securities Commission Malaysia (SC) was established on 1 March 1993 under the Securities Commission Act 1993 (SCA). We are a self-funded statutory body entrusted with the responsibility to regulate and develop the Malaysian capital market.

General Line: +603-6204 8000
General Email: [email protected]