• Download an A/C Opening booklet, Click Here for the booklet. (Applicable for both Investment in NBP Funds / Investment in NBP Investment Plans)
• Collect Account Opening booklet from our nearest NBP Funds branch (Click Here to find our nearest location through our branch locator).

Once the Investor Account has been opened, NBP Funds/Plans Account No. will be allotted which would be used for all future investment and others transactions in NBP Funds.

Please carefully read the instructions mentioned on the booklet and attach the following relevant documents:

For Individual 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.

Payment can be made in the form of:

• Cross Cheque
• Pay Order
• Demand Draft

Note: Cash will not be accepted.

Payment shall 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’

Note:

• The payment instrument shall accompany the investment form.
• If the investor uses cheque of another individual, a third-party declaration is also required (along with the form and payment instrument). For third party declaration please Click Here.
• This is applicable for individuals only.

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

• By personally visiting nearest NBP Funds Branch (Click Here to find our nearest location through our branch locator)
• By personally visiting NBP Fund Management Limited – Head Office or 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
• Your Form 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.