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Investment Application Form

This document is an investment application form for Al Meezan Mutual Funds. It collects information such as the principal account holder's name and contact details, investment details including the name of the fund and payment instrument details, and instructions for monthly or quarterly savings plans. The applicant provides authorization for redemption of units and payment of requested amounts at regular intervals. The form also collects CDS account information if applicable, details on how the applicant heard about Al Meezan, and includes a declaration and signatures section. An additional page lists the titles of Al Meezan family funds including the fund name, type, account payee title and applicable sales load.

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Adnan Zahid

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100% found this document useful (1 vote)

843 views

Investment Application Form

Uploaded by

Adnan Zahid

Available Formats

Download as PDF, TXT or read online on Scribd

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Investment Application Form

Day

Month

Year

Por olio No.

PRINCIPAL ACCOUNT HOLDER

Name (as per CNIC)
Mr./Mrs./Ms./M/s:
Contact No.
INVESTMENT DETAILS
Name of Fund

Payment Instrument Details

Date

Type

Amount in Rs.

Cheque No. / Online Transfer

Amount in Words

Bank Name

Branch

For Monthly / Quarterly Saving Plan

Payment Op ons
100 % Prot
90% of prot periodically & remaining at nancial year end

Frequency of Payment
Monthly
Quarterly

90% prot with capital growth Systema c withdrawal Rs. ____________

Semi Annually

Annually (for MSF)

I authorize Al Meezan to redeem my units to pay requested amount at regular interval based in the above instruc on.I/we authorize CDC- Trustee to pay ____% on my investment to The Indus Hospital
Meezan Indus Hospital Support Plan (MIHSP).

Units Mode of Holding (Op onal) Account Statement

Physical Units
CDS Account (men on details below)
CDS Informa on: Par cipant / IAS ID:
Client / House / Investor A/c #:
Where did you hear about us? News Paper/Adver sing Team member of Al Meezan Email/SMS Telemarke ng
Social Media Distributors Web Site Others: Please specify___________________
Note:
Please write your Por olio no. (if any) or CNIC no. (in case of new investor) on the front of the cheque.

If the issuer of the cheque and principal accountholder are two dierent person, investment form should be accompanied by Third Party Conrma on Form.
In any case cash will not be accepted. If the cheque is returned unpaid, the transac on of that day will be rejected.
For Name and type of Funds please refer to next page.

Please prepare payment instrument CDC Trustee (fund name / plan name)
DECALARATION AND SPECIMEN SIGNATURE OF ACCOUNT HOLDER(S)

I / We hereby conrm that all informa on provided in this form is true and correct to the best of my knowledge. I also confirm having read and understood the Trust Deeds,
Oering Document, Supplemental Trust Deeds, and Supplemental Oering Documents that govern the transac ons and further acknowledge understanding of the risk
involved in mutual funds. Furthermore, i/we also conrm having the knowledge of applicable load percentages specied on the second page of the investment form.

_______________________________________________________________________________________
Form Received By

Signature of Principal / Joint Account Holder(s) (with rubber stamp in case of Ins tu onal Client)
Name and Signature of Repor ng Agent
Signature and Stamp of Distributor

Order Number
Repor ng Date
Order Authorized by

Trade Authorized by

Signature & Stamp of Transfer Agent