UITF on EasyWay allows eligible clients to conveniently monitor their Unit Investment Trust Fund (UITF) investments through the EasyWay app and EasyWay Online.

All eligible EastWest clients who:

• Have an active EastWest deposit account linked to EasyWay
• Have completed the required Customer Suitability Assessment Form (CSAF) 
• Have accepted the Trust Agreement and other required disclosures
• Meet the eligibility requirements of the chosen UITF

You may perform the following transactions:

• Make an initial subscription to a UITF

• View UITF portfolio holdings and balances

   

Available UITF products may include:

The list of available funds may change from time to time. Please refer to the UITF menu in EasyWay for the latest available products.

To invest in a UITF, you must:

• Have an active EastWest deposit account
• Be enrolled in EasyWay
• Complete the CSAF (Client Suitability Assessment Form)
• Meet the minimum investment amount required by the selected fund

1. Log in to EasyWay.
2. Tap "Investments" then select "UITF."
3. Complete or update your Risk Profile Assessment if required.
4. Select your preferred UITF product.
5. Review the Product Highlights Sheet and disclosures.
6. Enter the investment amount and select the settlement account.
7. Review the transaction details.
8. Confirm the transaction using biometrics or passcode.

Minimum investment amounts vary depending on the UITF product selected. The minimum amount will be displayed on the fund details page before subscription.

Yes. You may make additional investments (Top-Up) to your existing UITF holdings through any EastWest Store, subject to the fund's minimum additional investment requirement. Additional investments are currently not available via EasyWay.

You may redeem your UITF investment at any EastWest Stores.

Redemption proceeds will be credited to your nominated settlement account after the applicable settlement period of the selected UITF. Settlement timelines may vary per fund.

Applicable trust fees and fund expenses are already reflected in the fund's NAVPU. Other fees, if any, are disclosed in the Product Highlights Sheet and relevant fund documents.

You can monitor your investments through EasyWay by viewing:

• Current portfolio value 
• Available UITF holdings
• Number of units held
• NAVPU information

• Transaction history

   

Transaction cutoff time is every banking day at 10:30 AM.

Requests received within cutoff will be processed within the day, and will be viewable the next banking day, while transactions received after the cutoff will be processed the next banking day, and will be viewable the next banking day.