"Opportunity only knocks once." So, when an investment opportunity presents itself, it's best to seize it without delay.

This is where we can help.

We provide Islamic Share Margin Financing (SMF-i), a Shariah-compliant margin facility to finance purchase / subscription of:

  • Employee Share Option Schemes (“ESOS”)
  • Rights Issue
  • Environmental, Social, and Governance (ESG) stocks
  • Initial Public Offering (IPO)
    • Pink Form
    • MITI (Ministry of International Trade and Industry) allocation

Islamic Share Margin Financing (SMF-i) is offered to all eligible Malaysians who are looking for higher investment potential.

Salient Features IPO/ESOS SINGLE COUNTER MULTIPLE COUNTERS ESG
Purpose of Financing Pink Form Financing Single Counter Financing Multiple Counters Financing Single/Multiple Counters Financing
Minimum Facility Limit RM50,000 (Pink Form)
RM10,000 (ESOS)
RM100,000 RM50,000 Minimum Facility Limit : RM50,000

Maximum Facility Limit : RM300,000
Who Should Apply?
  • Investors who intend to bid for private / MITI allotment of Shariah-compliant IPO shares
  • Investors who intend to finance purchase of Shariah-compliant shares listed on Bursa Malaysia
  • Investors who intend to do cash disbursement from SMF-i account
Investors who intend to finance purchase stocks which constituents of FTSE4Good Bursa Malaysia Shariah ("F4GBMS") Index
Margin of Financing (MOF) Up to 85% 50% 60% 60%
Trading Multiples* NA
  • Cash : 2 times
  • Shares : 1 times
  • Cash : 2.5 times
  • Shares : 1.5 times
  • Cash : 2.5 times
  • Shares : 1.5 times
Cash Disbursement / Refinancing NA 0.5 times Share 0.6 times Share 0.6 times Share

What documents to prepare for SMF-i?

  1. Photocopy of NRIC (both front and back)
  2. Central Depository System (CDS) statement from Bursa Malaysia or shares statement from financier/ stockbroker (if any)
  3. Latest 3 months’ bank statement; and
  4. Latest 3 months’ salary slip; or
  5. Latest Form B/BE/EA