Step 1: Opening Account

Kindly complete the account opening form to begin your investment.

1. You are required to fill Individual/Corporate Account opening Form along with
2. Investment Form (Indicate interested fund types and amount of investment)
3. Know Your Customer (KYC)
4. CRS
5. FATCA
6. W-9
7. W-8-BEN for Individual Account Holders
8. W8BEN-E for Corporate Account Holders

Documents Required

For Individual Investors:

• Copy of CNIC / NICOP of the Principal Account Holder.
• Copy of Passport in case of Non Resident.
• Copy of CNIC / NICOP / Passport of Joint Account Holder(s).
• Copy of CNIC / NICOP / Passport of Nominee(s).
• Zakat Declaration Certificate.
• Form-B (Registration Certificate) in case of minor.
• Plain paper Declaration for Non-Muslims.
• FATCA Form.
• Business / Employment Proof.

For Corporate Clients:

• Articles and Memorandum of Association.
• Certificate of Incorporation.
• List of Directors / Trustees / Partners with the copies of their CNIC / NICOP / Passport.
• List of Signatories with the copies of their CNIC / NICOP / Passport.
• Board Resolution (Authorizing Investments).
• Copy of NTN Certificate.
• Tax Exemption Certificate (If any).
• Zakat Exemption Certificate (If any).
• FATCA Form.
• Companies Audited Accounts.
• Other Constitutive Documents.

Step 2: Make Payment:

Investment can be made in the form of:

• Cross Cheque
• Pay Order
• Demand Draft
• RTGS

Payment can be made in favor of “Trustee – BMA Chundrigar Road Savings Fund”

OR

“MCFSL Trustee – BMA Empress Cash Fund”

Step 3: Submitting the Form and Documents

You can submit your duly filled Form in the following ways:

• By personally visiting BMA Asset Management Company Limited

• Courier your completed application, along with your initial investment and documents to:
  BMA Asset Management Company Limited
  Investor Relations Department
  804 Unitower,
  I.I Chundrigar Road,
  Karachi Pakistan