
Easy Investment Process
Investing with AWT Investments is easy without any hassle; you can follow below steps or seek assistance from an experienced fund manager we would be happy to assist you at every stage.
Step 1: Opening Account:
By following below steps investors can open their account. Investors need to open an account before making any investment.
Kindly complete the account opening form to begin your investment:
Click here to download the form.
- You are required to fill Individual/Corporate Account opening Form along with
- Investment Form (Indicate interested fund types and amount of investment)
OR
Collect Account Opening Form from AWT Investments regional offices i.e. Karachi, Lahore and Islamabad
Before submitting this form make sure following documents are attached. If one or more of this documents are missing your application may be declined or processed with a delay.
Documents Required
For Individual Investors:
Copy of valid CNIC/NICOP/Passport
Copy of Nominee (s) valid CNIC/NICOP Passport
Zakat Affidavit (CZ-50) in case of Zakat Exemption
Employment Proof (Employer Certificate/ Employment Card Copy/Salary Slip Copy)
Business proof (Business Card)
W-9 Form (If U.S Citizen)
W-8 BEN Form (If non U.S. Citizen)
For Corporate Clients:
For Partnership:
Copy of all valid CNIC of all partners
Copy of all financial statements
Certified copy of Partnership Deed
For Joint Stock Company/Trust:
Copy of all valid CNIC of all Directors/Trustees
Copy of latest (audited) Financial Statements
Certified copy of Form A & Form 29
Certified copy of memorandum and articles of association trust deed
Board/Trustees/Governing Body Resolution
Club Associates/ Associations:
Certified copy of Certifications Regulation
Certified Copy of by Laws/ Rules & Regulations
Board Governing Body Resolution
Certified copy of memorandum and articles of association trust deed
Copy of latest financial Statements
Executers/ Administrators:
Copy of valid CNIC of all Executers/ Administrators
Certified Copy of Letter Administration
Step 2: Make Payment:
Investment can be made in the form of:
- Cross Cheque
- Pay Order
- Demand Draft
Payment can be made in favor of “CDC Trustee – “(Name of fund)”