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  • মুজিব হবে অঙ্গীকার
    উন্নয়ন- অর্থায়নের উৎস হবে পুঁজিবাজার

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SAML INCOME UNIT FUND INVESTMENT PROCESS

Investor

Fill UP FORM (Directly Communicate to Shahjalal AMC)

Attach Necessary Documents

Cheque in Favor of SAML Income Unit Fund

*Selling Agent (Facilitate Investor for Investment)

Shahjalal Asset Management Company

Review the Form and Documents and if require inform Client about that

Deposit the cheque to Shahjalal Asset Management Company

Give Money Receipt to Client

BANK

Bank Clear the cheque and deposit the amount in SAML Income Unit Fund Account

Shahjalal Asset Management Company

After Cheque Clearance Shahjalal AML issue Acknowledgment receipt in favor of Investor

As per Investor request Shahjalal AMC also trnafer the units to Unit Holders BO Account

SAML INCOME UNIT FUND INVESTMENT WITHDRAWN PROCESS

Investor

Fill UP FORM (Directly Communicate to Shahjalal AMC)

Attach Necessary Documents

Transfer BO UNIT TO SAML Income Unit Fund Repurchase BO

*Selling Agent (Facilitate Investor for withdrwan)

Shahjalal Asset Management Company

Review the Form and Documents and if require inform Client about that

Got CDBL Confirmation for Unit Received

After all back office clearance Issue Cheque in favor of Investor

BANK

Bank Clear the cheque as per instruction from Shahjalal Asset Management Limited

Investor

Investor Receive Money in his designated Bank Account

Individual Investors

Requirements:

  • Fund Application form to be filled in signed by each applicant
  • To copy of recent passport size photograph of Principle Applicant/Joint Applicant (if any)
  • One copy of recent passport size photo of Nominee
  • Copy of valid National ID/ Passport/ Birth Registration Certificate of Applicant(s) and Nominee
  • Paper related to source of income of Principle Applicant such as Valid trade license/ employer certificate/ pay slip/Job Id/salary certificate etc.
  • Up-to-date E-TIN certificate.
  • BO Acknowledgement.
  • Bank Statement.
Bank Account Details:

Account Name: SAML Income Unit Fund

Bank Name: Shahjalal Islami Bank Limited

Branch: Bijoy Nogor

A/C No: 401811100006130

Routing Number: 190271099

Institution Investors

Requirements:

  • Fund Application form to be filled in signed by each applicant
  • Letter of authority issued in favor of authorized person(s)
  • Incorporation certificate
  • Memorandum and Article of Association
  • 2 copy Passport size photo and Copy of valid National ID/ Passport/ Birth Registration Certificate of Authorized person and CEO
  • Paper related to source of income of Authorized person and CEO such as Valid trade license/ employer certificate/ pay slip/Job Id/salary certificate etc.
  • Up-to-date TIN certificate.
  • Trade License.
  • Form Xii
  • Extract of Board resolution
  • BO Acknowledgement.
  • Bank Statement or Bank Cheque Leaf photocopy of Provided Bank Account.
  • BO Account Portfolio Copy.