The Core Portfolio - The Foundation Portfolio for the Ambitious Investor | Win Rewards Worth Up to THB 140,000

“The Core Portfolio” - The Foundation Portfolio for the Ambitious Investor,

featuring the KKP CorePath Series, a Multi-Asset Fund designed to serve as a core portfolio,

providing diversified exposure across multiple asset classes worldwide.

• Access investment opportunities typically unavailable to retail investors
• Institutional-grade privileges with management fees up to 50% lower than self-directed investing*

Simply accumulate your investment value and enter the promotion code PORT

when investing in any participating fund with a minimum of THB 50,000 
to receive KKP CASH units worth up to THB 2,000 
or invest further to qualify for exclusive gifts worth up to THB 140,000.

1. Clients will be eligible to receive rewards under this campaign upon accumulating investments in the following funds:

• KKP CorePath Ultra Light
  
• KKP CorePath Light
  
• KKP CorePath Balanced
  
• KKP CorePath Extra
  

• PORT
• รหัสพนักงานสาขา_ PORT
  
• IFA_ PORT
  

2. Clients will be entitled to receive rewards once their net accumulated investment value meets the threshold stipulated by the Company. Eligibility is open to all existing clients in good standing and is not restricted to newly opened accounts.

The Company will allocate KKP CASH units under the terms of this promotional campaign, with the value of units awarded calculated based on the net accumulated investment amount within the specified period. The Company will proceed with the unit transfer by 26 February 2027. Clients may verify the KKP CASH units credited to their investment account used for the transaction by the next business day (T+1).

3. For net accumulated investment values of THB 5,000,000 or above, the Company will deliver exclusive gifts under the terms of this promotional campaign by 28 February 2027.

4. Calculation of Net Accumulated Investment Value

• From 1 June to 30 September 2026
  
  • The Company will calculate the net accumulated investment value based on the total purchase amount in participating funds where the campaign code has been correctly entered, less any redemptions, switches-out, and transfers-out occurring within the same period ("Net Accumulated Investment Value").
    
• From 1 October to 31 December 2026
  
  • Any additional fund purchases will not be counted towards the net accumulated investment value under this campaign, and the system will automatically cease to accept campaign code entries.
    
• From 1 October to 31 December 2026
  
  • Any redemptions, switches-out, and transfers-out from participating funds will continue to be deducted from the net accumulated investment value.
    

The reward criteria are as follows:

• THB 50,000 – 99,999: Receive KKP CASH fund units valued at THB 100
• THB 100,000 – 199,999: Receive KKP CASH fund units valued at THB 200
  
• THB 200,000 – 299,999: Receive KKP CASH fund units valued at THB 400
  
• THB 300,000 – 499,999: Receive KKP CASH fund units valued at THB 600
  
• THB 500,000 – 999,999: Receive KKP CASH fund units valued at THB 1,000
  
• THB 1,000,000 – 4,999,999: Receive KKP CASH fund units valued at THB 2,000
  

5. The Company will assess purchase, redemption, switch-out, and transfer-out transactions based on the date the order is successfully transmitted to the Asset Management Company (AMC) (Transaction Date). On the final day of the campaign, clients must submit their orders by 14:30 as recorded in the Company's system in order for the Transaction Date to fall within the campaign period.

Clients will receive the Net Asset Value (NAV) price in accordance with the terms and cut-off times applicable to each respective fund, as specified in the Fund Fact Sheet.

6. Funds that are ineligible to participate in this campaign include tax-deductible funds such as RMF, ThaiESG, and ThaiESGX, as well as funds currently in their Initial Public Offering (IPO) period with a fund fee reduction of less than 0.5%. Furthermore, should the total value of rewards across all investment transactions exceed 0.2% of the value of fund units purchased by the client, the Company reserves the right to withhold the reward.

7. Investment amounts qualifying under this promotional campaign may not be combined with or applied towards benefits under any other promotional campaigns, including those organised by securities companies or asset management companies. However, investment amounts that do not qualify under this campaign may still be applied towards other promotional campaigns in accordance with their respective terms and conditions.

8. The Company reserves the right to award rewards to each individual investor up to a maximum total value of THB 140,000. In the event that an investor holds more than one account, the Company will calculate the total reward value across all accounts, identified by the national identification number.

9. The transfer of KKP CASH units will be based on the unit price on the date of transfer. In the event that the Company is unable to process the purchase of KKP CASH units, the Company reserves the right to provide an alternative reward or benefit of equivalent value as determined by the Company.

• Further details regarding the EDGE investment account are available at: https://edge.co.th/article/205
  
• The Company reserves the right to award rewards solely to clients who have successfully completed all transactions in full compliance with the stipulated conditions. Rewards will be granted in accordance with the criteria set by the Company and may not be exchanged for or substituted with alternative rewards.
  
• The Company reserves the right to amend, modify, or cancel the participation conditions and/or any terms and details of this promotional campaign, in whole or in part, including the substitution of rewards or privileges of equivalent value, without prior notice.
  
• Clients must maintain an active account status on the date the Company processes the reward transfer. Should an account be closed or rendered inactive, the reward will be forfeited without compensation.
  
• This campaign is exclusively available to individual (natural person) accounts.
  
• Rewards will be granted only upon achieving a net accumulated investment value that meets the stipulated investment conditions.
  
• The Company collects, uses, and/or discloses clients' personal data for the purposes of providing services in connection with this campaign. Audio recordings, photographs, and/or video footage related to this campaign may also be recorded for use in the Group's public communications. Clients may review further details and their rights under the Personal Data Protection Act in the Company's latest Privacy Notice, available at www.kkpfg.com/dataprotection or on any other website within the Kiatnakin Phatra Financial Group.
  
• In the event of any dispute, the Company's decision shall be final.
  

Eligible Cases:

• A client invests THB 50,000 in KKP CorePath Balanced and enters the code PORT the client will receive KKP CASH units valued at THB 100.
  
• Accumulated investment reaching the threshold within a single fund: A client makes two investments in KKP CorePath Balanced totalling THB 5,000,000 (THB 1,000,000 and THB 4,000,000) and enters the code PORT — the client may select one gift from the following options:
  
  • Saturday or Sunday lunch buffet for 2 persons at Lord Jim's Restaurant, Mandarin Oriental Bangkok
    
  • One-night accommodation with breakfast for 2 persons at The Standard, Pattaya Na Jomtien
    
  • Spa package for 2 persons at Devarana Wellness, Dusit Thani Bangkok
    
• Accumulated investment reaching the threshold across multiple funds: A client invests across all four funds as follows:
  
  • KKP CorePath Balanced THB 10,000,000
    
  • KKP CorePath Light THB 10,000,000
    
  • KKP CorePath Ultra Light THB 10,000,000
    
  • KKP CorePath Extra THB 10,000,000
    
  • totalling a net accumulated investment of THB 40,000,000 with code PORT entered  the client may select one gift from the following options:
    • French set dinner for 4 persons at Le Normandie Restaurant, Mandarin Oriental Bangkok
      
    • Two-night accommodation with breakfast for 2 persons, plus a dining and beverage experience at Andaz Pattaya Jomtien Beach
      
    • Five spa sessions at Panpuri Organic Spa, Park Hyatt Bangkok
      
• Transactions involving purchases and sales/switches-out/transfers-out across multiple funds during the campaign: A client executes the following transactions 
  
  • Purchases KKP CorePath Balanced THB 1,000,000 (code PORT entered) 
    
  • Sells KKP CorePath Extra THB 100,000
    
  • Purchases KKP CorePath Ultra Light THB 2,000,000 (code PORT entered) 
    
  • resulting in a net accumulated investment of THB 2,900,000, entitling the client to KKP CASH units valued at THB 2,000.
    
• Redemptions/switches-out/transfers-out followed by subsequent purchases across multiple funds during the campaign: A client executes the following 
  
  • Sells KKP CorePath Balanced THB 1,000,000
    
  • Purchases KKP CorePath Extra THB 2,000,000 (code PORT entered)
    
  • Purchases KKP CorePath Ultra Light THB 50,000 (code PORT entered)
    
  • resulting in a net accumulated investment of THB 1,050,000, entitling the client to KKP CASH units valued at THB 2,000.
    
• Rewards are available to clients who invest and enter the codes PORT, Branch Staff Code_PORT, or IFA_PORT during the campaign period of 1 June – 30 September 2026 and maintain continuous holding of units through to 31 December 2026.
  

A client will not be entitled to rewards under this campaign in the following circumstances:

• Investment in non-participating funds: A client invests THB 300,000 in KKP CorePath Balanced and THB 300,000 in KKP GNP with code PORT entered the client will receive KKP CASH units for the KKP CorePath Balanced portion only (valued at THB 600), as KKP GNP is not a participating fund.
  
• Investment is made in a participating fund but the net accumulated investment value is below THB 50,000.
  
• Redemptions, switches-out, or transfers-out occur during the investment period (1 June – 30 September 2026) and/or the continuous holding period (1 October – 31 December 2026), resulting in the net accumulated investment value falling below the required threshold.
  
• Investment is made during 1 October – 31 December 2026 (the continuous holding period), as such transactions will not be counted towards the net accumulated investment value for this campaign.
  
• Investment does not occur within 1 June – 30 September 2026, or the correct Promotion Code (PORT, Branch Staff Code_PORT, or IFA_PORT) is not entered.
  

*Applicable only to funds that have been granted Beyond-Institutional Pricing Share Class compared to the Retail Share Class.

Risk Disclosure