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It's time to update your e-KYC and/or to apply for Income Tax Exemption on your Investment in Tax-Exempted Mutual Fund


Please review and update e-KYC and Suitability Test 

KWI Asset Management Co., Ltd. (“the Company”) would like to request your kind cooperation to review and update e-KYC and Suitability Test in compliance with the rules and regulations of the Anti-Money Laundering Office (“the AMLO”) and The Office of the Securities and Exchange Commission (“the SEC”)

In case that your KYC and/or Suitability Test has not been confirmed / updated for more than 2 years from the date of your latest review, the Company reserves the right to consider temporarily suspending your investment transactions until your confirmation / update is completed.


Important! Applying for Income Tax Exemption on Investment in Tax-Exempted Mutual Fund

From Tax Year 2022 onwards, if you would like to exercise the income tax exemption right on investment in Tax-Exempted Mutual Fund managed by KWI Asset Management Co., Ltd. you can  make an online request for the Company to submit and disclose any information related to your investment in Tax-Exempted Mutual Funds to the Revenue Department in accordance with the regulations, conditions and procedures prescribed by the Revenue Department.

With effective from Tax Year 2022, the Company will cancel the delivery of paper certificate for Tax-Exempted Mutual Fund investment. However, you can contact the Company for the certificate in the PDF format via Line Official @KWIAM.

Important! Without making a request for the declaration, you may not be entitled to the tax deduction on your investment in Tax-Exempted Mutual Fund as specified by the Revenue Department.

Should you have any queries or require more information, please contact the Company at Tel. 02-844-0123 or LINE Official @KWIAM


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* Investment involves risks. Investors should carefully study the product features, terms and conditions, performance and risk factors before making investment decisions. Past performance is not indicative of future performance. For investment in the funds with offshore investment exposure and without full hedging of currency risk, investors may experience currency losses or profits, or get back less than their initial investment.

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