ACCOUNT OPENING FORM

Individuals and Institutions

ORIGINAL

Date

The investments in the Unit(s) / Fund(s) of AIM's are not the product(s) of
AKBL and therefore neither AKBL is guaranteeing nor giving undertaking for
the repayment of any such Unit(s)/Fund(s) in any manner whatsoever.

FILL FORM IN BLOCK LETTERS

01

DAY

MONTH

YEAR

INFORMATION ABOUT THE PRINCIPAL ACCOUNT HOLDER

1.
Full Name (as per CNIC)
Mr./Ms./Mrs./M/s.
Father's/
Husband's Name

FOR INSTITUTION ONLY

Type of Institution

Company

Partnership

NGO
Mailing
Address

Trust

Proprietorship
Others

Registration / Incorporation Number

NTN No.

CNIC/
Valid Passport No.

or Non-Resident

FULL DETAILS OF BANK ACCOUNT OF THE PRINCIPAL ACCOUNT HOLDER

Title of
Account

E-mail
Res:

Bank
Account No.

Mobile No.

Fax No. (Off.)

Bank Name
and Branch

Nationality

Marital Status

Single

Married

Country

Gender

Male

Female

Bank
Address

Bank Tel. No.

Land Line No.

Office:

Zakat Deduction

YES

NO If NO, Pls. attached affidavit

Date of Birth D

ACCEPTANCE BY JOINT ACCOUT HOLDERS, (IF ANY)

JOINT SIGNATORIES (IF ANY) FOR INSTITUTIONAL CLIENTS

Name:
Mr./Ms./Mrs.

CNIC No. / Passport No.

Name:
Mr./Ms./Mrs.

CNIC No. / Passport No.

Name:
Mr./Ms./Mrs.

CNIC No. / Passport No.

Name:
Mr./Ms./Mrs.

CNIC No. / Passport No.

INFORMATION ABOUT NOMINEE(S) only for Individual Investor

2.
Name: Mr./Ms./Mrs./M/s.

1.

(% )

2.

(% )

Relationship with Principal Account Holder

CNIC No.

OPERATING INSTRUCTIONS

3.
Singly

Principal Account Holder

Jointly (any two authorized signatories)

Jointly All

Either or Survivor

Other(s) __________________________

OTHER INSTRUCTIONS

4.
Payment to be send on registered address as per record:

Yes

No

Dividend distribution option:

Payment to be send to bank as per records:

Yes

No

Special Instructions (if any):

Reinvest Dividend

Provide Cash

DECLARATION

5.

I/We acknowledge having read and understood and accept the relevant Constitutive Document(s) including any Supplemental(s) and guidelines on the back of this form that govern the
Account Opening Form and further acknowledge having understood the risks involved and agree to abide by the terms and conditions therein. Further the information provided is by me/us is
correct to the best of my knowledge and belief.
Principal (Authorised) Signatory :

Authorised Signatory:

Authorised Signatory:

Authorised Signatory:

Name:

Name:

Name:

Name:
Rubber Stamp (in case of Institutional Client)

6.

Guidlines for Complete

Opening Form are appended
at the back side.
FORAccount
OFFICE/DISTRIBUTORS
USE ONLY

Distributor Name:

Distributor Code:

Branch/Region:

Facilitator Name:

Facilitator Code:

Mobile No.:

Special Instructions:

Time:

Landline No.:

Remarks:

Day:

Date:

Guidlines for Completing Account Opening Form are appended at the back side.

INDIVIDUALS & INSTITUTIONS ACCOUNT OPENING FORM

GUIDELINES FOR FILLING OUT INVESTORS ACCOUNT OPENING FORM-AIM-01

This form is an initial requirement for both individual and institutional investors, and is required to be filled only when the account is opened for the first time.
INFORMATION ABOUT THE PRINCIPAL ACCOUNT HOLDER
If the Account Holder ticks NO for Zakat Deduction, the Zakat Declaration Form (C-Z50) would need to be attached or sent to us before the 1st of Shabaan following the
investment.
FULL DETAILS OF BANK ACCOUNT OF THE PRINCIPAL ACCOUNT HOLDER
In this section, the details of the bank account of the Principal Account Holder are to be recorded in full. Any error in filling this information may cause delay in transfer of
funds to the Account Holder.
FOR INSTITUTIONS ONLY
In case of Institutions, ensure that the type of institution, Registration/Incorporation Number and the NTN number is filled completely under the For Institutions only
section. All Non-Resident Companies need to tick in the box assigned for the purpose.
ACCEPTANCE BY JOINT ACCOUNT HOLDERS
If there are any Joint Account Holders, their name(s) need to be specified along with their CNIC No. and signatures.
ACCEPTANCE BY JOINT ACCOUNT HOLDERS, IF ANY SECTION. (JOINT SIGNATURES FOR INSTITUTIONS).
It needs to be specified with a tick, in the Operating Instructions section if the Account Holder wishes to operate the account independently or would rather have one, two,
or all the Joint Account Holders operate the account with him/her.
INFORMATION ABOUT THE NOMINEE(S)
The names of the nominees, if any, and relationship with the Principal Account Holder needs to be filled in this section
OTHER INSTRUCTIONS
As per the instructions given in respect of operation of account through Account Opening Form Investor (AIM-01), all the required Authorized Signatory(ies) (including
Joint Holder(s) in case of Individual Investors) will have to sign this form before submitting at authorized distributor, facilitator and branch of Askari Investment
Management Limited (AIM) or any selected branch of Askari Bank Limited or any other place specified by AIM.
In case the Account Holder is illiterate and cannot sign, then he/she is required to submit a clear copy of CNIC with his / her thumb impression on it and the same should
be affixed on the form as well. The form should be authenticated by his / her banker and the applicant is also required to attach a recent duly attested one recent passport
size photograph. His/her form is also required to be signed by two witnesses.
The Account Holder should either mark all empty spaces in the form void or cross (X) them out In case of an Application Form being filled in by the guardian, on behalf of
a minor(s), the name of the minor(s) as well as of the guardian should be written clearly on the Form and the guardians signature should be recorded.
If a copy of this form and a Account Statement of your transaction are not received by you within 07 working days, please call us on our UAN: 021-111-AIM-111 (111-246111) or e-mail to investorservices@askariinvestments.com. According to the policy of Askari Investment Management Limited, the Registrar will send directly to each
Account Holder, an account statement upon every activity in the account.
The Account Holder may specify if he/she wants to or not to receive Account Statement at all.
The Account Holder has the option not to reinvest Dividends. In the event the Account Holder does not choose to reinvest the Dividend, the amount will be credited to the
designated Bank account.
If reinvest dividend option is selected additional units will be added in the accounts against net divedend amount.

DOCUMENTS REQUIREMENT
For Individual Customer

For Corporate Customer

JOINT STOCK COMPANY

Copy of valid and unexpired CNIC / Passport / NICOP.

Business / Employment Proof (Employer Certificate, Salary Slip, Business
Card etc).
Zakat Exemption Affidavit (CZ-50) / Tax Exemption Certificate (if applicable).

PARTNERSHIP ACCOUNT

Audited Accounts of the company

CNICs of All Partners

Memorandum Articles of Association

Registered Address/ Tel nos.

Board of Resolution

Copy of latest financials of partnership

Name of company and its directors

Name of partnerships & partners

Copies of CNICs of all directors

Fathers name of partners

Certificate of Incorporation

Copy of valid and unexpired CNIC / Passport / NICOP of Ultimate Beneficiary

(if applicable).
In case of joint holders, separate KYC forms of all individuals required.
FACTA detail to be provided on separate prescribed from.

CLUB SOCIETY OR ASSOCIATION

TRUST

CNICs of All Authorized signatory

Copy of certified trust deed

Signature of All Authorized signatory

Trustee Governing body resolution

Certified copy for the certificate of Registration

Copies of CNICs of all the trustees

Certified copy of By-laws/ rules & regulations

Copies of the latest financials of the trust

Board / Governing body resolution

Copy of latest financials

CNIC of all directors and authorised signatories.

FOR MORE INFORMATION:

If you need any assistance or require additional information, please e-mail to investorservices@aiml.com.pk or call the Askari Investment Management Limited UAN: 021111-AIM-111 (111-246-111)
HEAD OFFICE: 20-C, Khayaban-e-Nishat, DHA Phase VI, Karachi, Pakistan.
PABX: +92-21-35250168-72 Fax: +92-21-35250155-6 Website: www.aiml.com.pk