How to Invest

Follow the steps given below to invest in UBL Special Saving Plan-I (USSP-I). If you need any assistance, speak with our customer care executives at 0800-00026.

Investment Procedure

Step 1: New Investor/Fresh Applicant: Fill and Submit the generic Account Opening Form (available on website: www.ublfunds.com), along with the mandatory documentation required to open accounts as stated in the form.

Conversion from another Fund: Conversion Form will need to be filled-in to request conversion (i.e. conversion-out from ‘x’ fund to conversion-in to USSP-I).

Additional Purchase by existing UBL Funds investor: Please fill-in Additional Purchase Form.

Step 2: Attach mandatory documents, such as copy of CNIC, to your application (complete list of required documents is mentioned on the form).

  • Payment will be made in favor of “CDC Trustee – UBL Special Saving Fund” during the Pre-IPO phase.
  • Payment may be made in the form of Cheque, Pay Order, Demand Draft, or via UBL NetBanking.Timings for application submission
  • Disclaimer: All investments in mutual funds are subject to market risks. The NAV of units may go up or down based on market conditions. Past Performance is not necessarily indicative of future results. Investors are advised in their own interest to carefully read the contents of the Offering Document of USSF, in particular the investment policies mentioned in Clause 2.2.9, risk factors mentioned in Clause 2.8, Taxation policies mentioned in Clause 7 and warning in Clause 9, before making any investment decision.
  • To find out the business days and cut-off timings for submission of your applications Click Here.
  • Step 3: Send your application form along with the mandatory documents and payment proceeds to us. To find out where you may 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.

Disclaimer: All investments in mutual funds are subject to market risks. The NAV of units may go up or down based on market conditions. Past Performance is not necessarily indicative of future results. Investors are advised in their own interest to carefully read the contents of the Offering Document of USSF, in particular the investment policies mentioned in Clause 2.2.9, risk factors mentioned in Clause 2.8, Taxation policies mentioned in Clause 7 and warning in Clause 9, before making any investment decision.