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Unit Trust Monthly Investment Plan Page

Unit Trust Monthly Investment Plan



Everyone has different needs. Perhaps at this moment you have become aware of the need to secure your financial future, but you are not sure on how to begin. Or perhaps you are worried about whether your current income will be enough to let you enjoy the retirement you hope for.

We understand your concerns, and that is why we have developed the Unit Trust Monthly Investment Plan (UTMIP) to help you invest mutual funds more conveniently, for your future.


What is the Unit Trust Monthly Investment Plan (UTMIP)?

UTMIP will help you get one step closer to your dreams by investing a fixed amount in a Mutual Fund over a period that suits you, starting from Rp 500,000. You can also manage your mutual fund investment online, through HSBC Internet Banking. Enjoy stress-free investing - our auto-debit feature will automatically make a pre-set amount of investment for you every month.

Benefits of investing in the Unit Trust Monthly Investment Plan
  • Enjoy the ease of investing an amount that is more affordable for you.
  • Get more optimal returns on your investment.
  • Enjoy your investing - uncomplicated, flexible, and reliable
  • Make use of the Wealth Dashboard in your Internet Banking to monitor your investment performance whenever, and from wherever, you like.
  • Minimise the impacts of market volatility and achieve investment success with the Dollar Cost Averaging feature.
  • After your initial mutual fund purchase, you are able to perform Mutual Fund transaction through HSBC Internet Banking - simply log on to your account, and click "Mutual Funds" menu.
    Don’t have an HSBC Internet Banking account? Click here.
Important Notice

Getting Started
Terms & Conditions

Call Us

1 500 808

Or (+6221) 2552 6603
(if you are calling from overseas)

For Fusion customer

1 500 501

For Premier customer

1 500 700

Or (+6221) 2551 4722
(if you are calling from overseas)

For other ways to reach us, click here

PT Bank HSBC Indonesia is registered and supervised by Financial Services Authority (OJK), Bank Indonesia (BI)
and also a participant of Indonesia Deposit Insurance Corporation (LPS) guarantee program

How do I start a UTMIP?

To start a UTMIP, simply visit one of our branches nearest to you. One of our relationship managers will help assess your financial needs, risk threshold, and investment preferences. You can start investing in mutual funds with a monthly investment of as little as Rp500,000.

Terms & Conditions

  1. The Unit Trust Monthly Investment Plan ("UTMIP") will only be available for customers who have Rupiah or US Dollar savings/current account and Securities Account opened with the Bank. If at any time a customer fails to hold a Securities Account after being registered in UTMIP, their UTMIP will automatically be terminated without prior notice.
  2. If customer funds are insufficient on Debit Date, system will automatically retry for 3 consecutive bourse days, and if during that time customer's cash account is still underfunded, there will be no Mutual Fund purchases in that particular month.
  3. UTMIP will be automatically terminated upon 3 (three) consecutive months of debit failure.
  4. Minimum Period is 12 months.
  5. Debit Date is the date that customer's funds are debited to buy the mutual fund/s each month. Debit Date can be decided by the customer. If the Debit Date falls on a holiday, then funds will be debited on the next bourse day.
  6. Registration, Modification, and Termination of UTMIP will be effective 1 bourse day after instructions have been received by the Bank.