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Investment Application Form

This document is an investment application form for various mutual funds managed by Al Meezan Investment Management Limited. It collects principal account holder details, investment details including fund name, amount and payment details. It provides options for payment frequency and unit holding mode. The applicant declares that the information provided is true and acknowledges understanding of the fund's documents and investment risks. The form is signed by the applicant and received by the reporting agent and distributor. An annex provides titles for payment instruments for different funds and allocation plans.

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muhammadnomanansari6441
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896 views2 pages

Investment Application Form

This document is an investment application form for various mutual funds managed by Al Meezan Investment Management Limited. It collects principal account holder details, investment details including fund name, amount and payment details. It provides options for payment frequency and unit holding mode. The applicant declares that the information provided is true and acknowledges understanding of the fund's documents and investment risks. The form is signed by the applicant and received by the reporting agent and distributor. An annex provides titles for payment instruments for different funds and allocation plans.

Uploaded by

muhammadnomanansari6441
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Investment Application Form

No. AMIM-02 - 042013 Day Month Year Portfolio No. Old Reg. No.
PRINCIPAL ACCOUNT HOLDER
Name (as per CNIC) Mr. / Ms. / M/s:

Contact No.:

INVESTMENT DETAILS Name of Fund Type Amount in Rs. Amount in Words

Payment Instrument Details Date Cheque/Pay Order/DD Number Bank Name Branch

Payment Options for Monthly/ Quarterly Saving Plan (if applicable)


100% Profit 90% profit with capital growth 90 % profit periodically & remaining at the end of financial year Systematic withdrawal Rs. __________

Frequency of Payment (if applicable)


Monthly Semi Annually Quarterly Annually (for MSF)

Unit Mode of Holding:

Account Statement

Physical Units

CDS Account (mention details below)

CDS Information: Participant / IAS ID:

Client / House / Investor A/c #:

NOTE: For Name and Type of Funds please refer to the next page Please prepare payment instrument CDC Trustee (fund name/plan name) . For details of lling of Cheque kindly refer to the next page Please write your Porfolio no. (if any) or CNIC no. (in case of new investor) on the front of Cheque/Pay-order/Demand draft In case where signatures on form and cheque are dierent, the form must be signed by the Cheque issuer In any case cash will not be accepted. If the cheque is returned unpaid, the transaction of that day will be rejected DECLARATION AND SPECIMEN SIGNATURE OF ACCOUNT HOLDER(s)
I/We hereby confirm that all information provided in this form is true and correct to the best of my knowledge. I also confirm having read and understood the Trust Deeds, Offering Documents, Supplemental Trust Deeds, and Supplemental Offering Documents that govern the transactions and further acknowledge understanding of the risks involved in mutual funds.

Signature of Principal / Joint Account Holder(s) (with rubber stamp in case of Institutional Clients)

Form Received By

Name and Signatures of Reporting Agent

Signature and Stamp of Distributor

Order Number

Reporting Date

Trade Authorized by

Signature & Stamp of Transfer Agent

Order Authorized by

REMARKS:

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Investment Application Form Investment Application Form

TITLES FOR AL MEEZAN FAMILY OF FUNDS


NOTE: DETAILS OF NAME OF FUNDS, TYPE OF FUNDS AND ACCOUNT PAYEE TITLE
Name of Fund TYPE ACCOUNT PAYEE TITLE

Meezan Islamic Fund (MIF) Al Meezan Mutual Fund (AMMF) KSE Meezan Index Fund (KMIF) Meezan Islamic Income Fund (MIIF) Meezan Sovereign Fund (MSF) Meezan Cash Fund (MCF) Meezan Tahaffuz Pension Fund (MTPF)
Meezan Financial Planning Fund of Funds-Plans

Growth B Income Growth B Income Growth B Income Growth B, Growth C Income Monthly Income, Growth C, Income Monthly Income, Growth C, Income

CDC Trustee Meezan Islamic Fund CDC Trustee Al Meezan Mutual Fund CDC Trustee KSE Meezan Index Fund CDC Trustee Meezan Islamic Income Fund CDC Trustee Meezan Sovereign Fund CDC Trustee Meezan Cash Fund CDC Trustee Meezan Tahaffuz Pension Fund

Allocation Scheme MIF (Equity) MSF (Income) ACCOUNT PAYEE TITLE

Meezan Financial Planning Fund of Funds (MFPF) Aggressive Allocation Plan Meezan Financial Planning Fund of Funds (MFPF) Moderate Allocation Plan Meezan Financial Planning Fund of Funds (MFPF) Conservative Allocation Plan
*Minimum Allocation

65%* 45%* 20%*

25%* 45%* 70%*

CDC Trustee MFPF Aggressive Allocation Plan CDC Trustee MFPF Moderate Allocation Plan CDC Trustee MFPF Conservative Allocation Plan

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