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Applying for Income Tax Exemption on Investment in Super Savings Funds, Retirement Mutual Fund, Thailand ESG Fund (Thai ESG) or Any Other Mutual Funds Qualified for Income

Terms and Conditions

1. An investor must be a holder of investment units of mutual funds that are eligible for income tax deduction, managed by PRINCIPAL ASSET MANAGEMENT CO., LTD. (“the Company”)

2. An investor must be a holder of investment units and an individual with income subject to taxation in Thailand, and a Tax ID number.

3. hereby acknowledge that this request is the one-time request applicable to the Asset Management Company with my investment in the Tax-Exempted Mutual Funds throughout the tax year beginning from the tax year of the date I submit this request [both by the Asset Management Company channel and the Distribution agent channel] until I notify to change of my request in otherwise and, as such, acknowledge that the Asset Management Company will rely on my latest request.

4. To keep your benefit, please contact the Asset Management Company or the Distribution agent to notify or amend your request within the last business day of the tax year so that your request is effective in the tax year you notify onwards.

5. I hereby acknowledge that the Asset Management Company may disclose any information in connection with my investment in the Tax-Exempted Mutual Funds to the sales supporters of the Asset Management Company that I have the fund account with in order to facilitate the services and account management.

6. The Company reserves the right to change the terms and conditions regarding the request for submission and disclosure of mutual fund investment that is eligible for income tax deduction to the Revenue Department with in website and/or other channels, including the cancellation of such service, either in whole or in part.