How to Invest
Follow the steps given below to invest in UBL Wealth Builder Plan. If you need any assistance, speak with our customer care executives at 0800-00026.
Step 1: Fill the Account Opening Form (Download Here) if you are a new investor. If you already have an account with UBL Fund Managers, you need to fill the Additional Purchase Form (Download Here).
Step 2: Choose your Allocation according to your risk appetite
Step 3: Choose your systematic investment schedule
Step 4: Attach mandatory documents such as copy of CNIC to your application (complete list of required documents is mentioned on the form).
- Payment shall me made in favor of: CDC Trustee UBL Funds
- Payment can be made in the form of Cheque, Pay Order, Demand Draft or Online Transfer
Step 5: Send your application form along with the mandatory documents and payment proceeds to us. To find out where you can submit your form, please contact us at 0800-00026. Once we receive your duly filled application, we will send you a welcome letter and your account statement confirming your investments with us.
Timings for application submission
To find out the business days and cut-off timings for submission of your applications Click Here.