Terms And Conditions For HLAM Zero Sales Charge Promotion

Dated 01-01-2022


  1. The “HLAM Zero Sales Charge Promotion” (“Campaign”) is organised by Hong Leong Asset Management Bhd (199401033034 (318717-M)) (“HLAM”) and shall be subject to the terms and conditions stated herein (“T&Cs”).
 
  1. Please read the T&Cs as well as any other applicable terms carefully before participating in this Campaign. By participating in this Campaign, the Eligible Participants (as defined below) hereby expressly agrees to be bound by the T&Cs herein.
 


 
            CAMPAIGN PERIOD
 
  1. This Campaign commences on 1 January 2022 and ends on 30 June 2022, both dates inclusive (“Campaign Period”).
 
            ELIGIBILITY
 
  1. This Campaign is open to new and existing customers of HLAM who perform investment / *switching in any of HLAM’s unit trust funds made available via HL iSmart Invest and/or EPF i-Invest (“Transaction”) during the Campaign Period. The Transaction must be successfully transacted by investor during the Campaign Period. Persons who fulfil the eligibility criteria will hereinafter be referred to as “Eligible Participants”.
* Switching of any of the HLAM’s unit trust funds is subject to the switching requirements as stated in the relevant unit trust funds’ master prospectus or information memorandum.
 
  1. The following transactions will NOT be eligible for the Campaign:
    1. where cooling-off right is exercised;        
    2. redemption; and
    3. refunded, cancelled or rejected online applications.
 
            Note: HLAM reserves the right to include or exclude any customer or investor for this Campaign. Fulfilment of the criteria set out above is an indication only, and not a guarantee of eligibility. Final eligibility shall be determined entirely at HLAM’s discretion
 
CAMPAIGN MECHANISM
 
  1. Eligible Participants will automatically enjoy zero percent sales charge (“Offer”) if they perform a Transaction in any of the HLAM’s unit trust funds made available via HL iSmart Invest and/or EPF i-Invest (“Participating Funds”) during the Campaign Period. 
 
  1. “Participating Funds” refers to a list of selected Conventional / Shariah-compliant unit trust fund(s) with sales charge stipulated in their respective master prospectus(es), supplemental prospectus(es) or information memorandum, which are made available via HL iSmart Invest and/or EPF i-Invest, and is subject to change from time to time. New Conventional / Shariah-compliant Unit Trust fund(s) launched during the Campaign Period by HLAM may be added to the Campaign at its sole and absolute discretion.
 
  1. The terms and conditions governing the Participating Funds are specified in the relevant  master prospectus(es), supplemental prospectus(es) or information memorandum thereto (if any) that have been duly registered and approved by the Securities Commission Malaysia which shall be governed by and regulated in accordance with the Capital Markets And Services Act 2007 (as amended) and the relevant guidelines and directives issued by the relevant authorities.
  2. The Eligible Participants shall be solely liable to make their own independent evaluation of the Participating Funds and any information made available pertaining to the Participating Funds, including the relevant master prospectus(es), supplemental prospectus(es) or information memorandum thereto (if any) and seek independent financial, legal or other advice regarding the appropriateness of investing in any of the Participating Funds. HLAM shall not be liable for any investment decision made by the Eligible Participants pertaining to the Campaingn or the Participating Funds.
 
GENERAL
 
  1. By participating in the Campaign, the Eligible Participants:
 
  1. Agrees and gives consent to his/her personal data or information being collected, processed and used by  HLAM for the purpose of this Campaign in accordance with HLAM’s Privacy Notice, which may be viewed at https://www.hlam.com.my/Privacy-Policy/Notice-on-Personal-Data-website-copy-Final;
 
  1. Agrees to be bound by all the T&Cs herein contained;
 
  1. Agrees with HLAM’s decision on all matters relating to the Campaign which shall be final, conclusive and binding on all Eligible Participants and understands that no further correspondence and/or appeal to dispute HLAM’s decision shall be entertained; and 
 
  1. Agrees to access HLAM’s Website at www.hlam.com.my from time to time to view the T&Cs of the Campaign and any updates and ensures to keep up-to-date on any change or variation to the T&Cs.
 
  1. HLAM reserves the right:
 
  1. To disqualify any Eligible Participants for any reason whatsoever as HLAM may in its absolute discretion deem unfit to participate in the Campaign and/or be unentitled to the Offer(s);
 
  1. To add, delete and/or vary the terms and conditions of the Campaign, at any time, and without notice, including but not limited to, as follows:- (a) varying the eligibility requirements for the Campaign; or (b) withdrawing or substituting the Offer; or (c) amending the Campaign Period;
 
  1. To discontinue, suspend or terminate this Campaign at any time at its sole discretion with notification (as soon as reasonably practicable) to the Eligible Participants in any manner deemed practical at its discretion. Eligible Participants shall not be entitled to claim any compensation from or against HLAM for any loss or damage suffered as a result of any such discontinuation suspension or termination; and
 
  1. To disqualify any person from the Campaign if they do not comply with any of the terms contained herein.
 
  1. If HLAM makes changes to these terms and conditions (i.e., adds, deletes and/or varies the terms and conditions of the Campaign), HLAM will, on a best efforts basis, provide the Eligible Participants with notice. If it is not reasonably possible to provide the Eligible Participants with notice for any such changes (for example if regulatory requirements require HLAM to make changes immediately), HLAM will notify the Eligible Participants as soon as reasonably possible thereafter. Changes may be communicated by email, by way of a notice displayed on HLAM’s website or in any other manner deemed practical and changes will be immediately binding on the Eligible Participants upon despatch of the email, display of such notice on HLAM’s website or delivery (in any other manner deemed practical), as applicable. 
 
  1. To the full extent permitted by law, HLAM’s liability in relation to the Campaign or the Offer hereunder and/or any loss or damage arising therefrom is limited to supplying the equivalent amount/value of the Offer rightfully earned, at HLAM’s option. If HLAM is liable for a breach of these terms and conditions, then, to the extent not prohibited by law, our liability will exclude any indirect or consequential loss that the Eligible Participants may suffer.
 
  1. These terms and conditions and all applicable Malaysian laws and regulations shall bind this Campaign and be governed by and construed in accordance with the laws of Malaysia and the Eligible Participants agree to submit to the jurisdiction of the Courts of Malaysia.
 
  1. Nothing contained in these terms and conditions nor shall any part of the Campaign be construed as an offer, recommendation or solicitation to make any investment. Eligible Participants are advised to make their own independent assessment and consult their professional advisers prior to making any investment.
 
  1. For more information about the Campaign, you may contact our Marketing & Customer Experience Department via email at HLAMMarketingComm@hlam.hongleong.com.my.
 

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