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Invest in Mutual Funds & Saving Plans

Invest in Mutual Funds & Plans:

Saving & Investment with NBP Funds is Easy & Simple. You can now open an account online, or through Normal account opening process as mentioned below:

NBP Funds Digital: Online Account Opening & Invest Online

  • Go to NBP Funds Digital and click on “Create Account” Button. Online account opening is only available for:
    • Pakistani national
    • Individual who is not an existing single/joint account holder in NBP Funds
    • Individual of age 18 or above
  • Follow the 4 easy steps to Create Account
  • After completing the 4 easy steps process your account opening request will be sent for verification. You will receive a confirmation email and SMS.
  • After verification, you will receive a confirmation email and SMS along with a link to register on NBP Funds Digital.
  • Open the link and complete the registration process to log in to your NBP Funds Account.
  • NBP Funds Digital allows investors to Invest Online.
  • To Invest Online, click on the Invest Now button on the left menu after log into your NBP Funds Account.
  • Choose desired account type.
  • Select the payment method and make payment as per payment process of your bank.

Normal Account Opening & Investment

To open an account visit our nearest branch or use the Links below to download the booklets:

  • Account Opening Booklet for Mutual Funds
  • Account Opening Booklet for Islamic Saving Plans
  • Account Opening Form for Corporate
  • Locate the nearest NBP Funds Branch

Carefully read and follow all the instructions given in the account opening booklet, fill all sections including your personal details, investment forms, risk profiling questionnaire and other sections etc. After form completion attach the relevant documents listed below:

For Indvidual Investors

  • Copy of valid Computerized National Identity Card (CNIC) (Note: If your CNIC is expired and is submitted with NADRA for renewal; kindly attach the renewal slip. And once the CNIC is renewed please submit the renewed CNIC copy with us.)
  • Zakat Affidavit (CZ-50) in case of Zakat Exemption
  • Proof of income like Job card / Employment Card / Visiting Card. (For individuals only)
  • Business/Employment Proof in case of Sole Proprietorship.

For Partnerships

  • Partnership Deed / Certificate of Registration.
  • Detail of Partners (Name, Address, Phone Numbers).
  • Copy of NIC of all partners.
  • Copy of latest Financials.

Corporate Bodies, Registered Societies, Institutions, Companies or Trusts

  • List of Authorized Signatories along with copies of CNIC and their specimen signatures.
  • Memorandum and Articles of Associations/Trust Deeds.
  • Copy of CNIC of all Directors/Trustees/ sole proprietor.
  • Board/Trustee/Governing body Resolution authorizing for investment in NBP Funds.
  • Copies of Certificates of Registrations.
  • Audited/Latest Financial of the Company.
  • Power of attorney and / or relevant resolutions of the board of directors delegating any of its officers to open account with NBP Funds and invest in the fund and / or to realize the investments.

Make Payment for investment which can be done through Cross Cheque, Pay Order or Demand Draft (Cash is not accepted). Payment shall be submitted with the form and be made in favour of:

  • For Investment in Funds: CDC Trustee “Name of Respective NBP Fund”
  • For Investment in Investment Plans: ‘CDC Trustee NAFA FUNDS’

You can submit your duly filled Form (along with the payment instrument) in following ways:

  • By personally visiting nearest NBP Funds Branch/Center/Office (Click Here to find our nearest NBP Funds Regional Office)”
  • By sending through courier, addressing “The Transfer Agency Department, NBP Fund Management Limited, 7th floor Clifton Diamond Building, Block No. 4, Scheme No. 5, Clifton, Karachi

For subsequent investment use the links below to download the investment form or visit our nearest branch:

  • Form for Investment in Mutual Funds
  • Form for Investment in Islamic Saving Plans
  • Locate the nearest NBP Funds Branch

Make Payment for investment through Cross Cheque, Pay Order or Demand Draft (Cash is not accepted). Payment shall be submitted with the Investment form and be made in favor of:

  • For Investment in Funds: CDC Trustee “Name of Respective NBP Fund”
  • For Investment in Investment Plans: ‘CDC Trustee NAFA FUNDS’

You can submit your duly filled Form (along with the payment instrument) in following ways:

  • By personally visiting nearest NBP Funds Branch/Center/Office (Click Here to find our nearest NBP Funds Regional Office)
  • By sending through courier, addressing “The Transfer Agency Department, NBP Fund Management Limited, 7th floor Clifton Diamond Building, Block No. 4, Scheme No. 5, Clifton, Karachi

Note: Your Form may not be processed if any discrepancy may arise and will be processed as per cut-off timings on each dealing day as announced by the Management Company from time to time. Click Here for details.