Managing Investments with UBL Fund Managers is made easy through UBL Netbanking. UBL Netbanking offers the following services to its clients.
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Managing Investments with UBL Fund Managers is made easy through UBL Netbanking. UBL Netbanking offers the following services to its clients.
It is the facility for UBL Account holders to open Online Investment Account with UBL Fund Managers directly through UBL Netbanking without filling out any account opening form
Click Here for a Video Demo of e-Account
Opening e-Account is very easy and simple, you just need to login your UBL Netbanking and go to “Funds Investment” under ‘My payments’ menu and click on “Open e-Account with UBL Fund Managers” and follow the instructions to complete the process.
Any supporting documents required at the time of e-Account opening can be sent to customercare@ublfunds.com
Since e-Account is an online account hence all future transactions to be carried out through electronic modes offered by UBL Fund Managers.
UBL Netbanking users having account maintained in PKR can avail this facility.
To open e-Account go to ‘Funds Investment’ under ‘My payments’ menu and click Open e-Account with UBL Funds to complete the procedure.
Note:
Yes, you can open UBL Funds e-Account if you are using UBL Netbanking service and maintaining PKR Account in Pakistan.
Investment can be initiated with as minimum as Rs.500/-. However every investment scheme has different minimum investment criteria and there is no limit for maximum investment.
Once, UBL Funds e-Account Opening process will be completed successfully, a confirmation email would be sent to your registered email address along with updated transaction statement for your ready reference.
At the time of account opening, you can invest in single scheme. Once e-Account is opened then you can investment in other schemes using UBL Netbanking.
Yes, request for UBL Funds e-Account opening can be initiated round the clock.
It takes approximately 6-8 business days to open your e-Account with UBL Fund Managers followed by a confirmation email from UBL Fund Managers.
Note:
As part of e-Account opening process UBL Fund Managers will contact you for further verification / details during our business hours. In case your verification remains incomplete at the end of 15 days from the time of e-Account request submission, the request would be marked cancelled and the transaction amount shall be reversed/ credited to your bank account. For details please contact: 0800-00026 | Overseas clients: (+9221) 35622781
Yes, the investment account can also be opened through physical forms. For more details please call 0800-00026 or email us customercare@ublfunds.com
There is no such requirement to maintain minimum investment balance.
No, making investment in UBL Funds does not affect your Netbanking daily/monthly limit. However, you must be registered to any one of the monthly subscription packages of Netbanking other than basic package. This means you can invest as much as you want without worrying about your Netbanking limit.
If you are maintaining UBL Funds Investment Account. You can invest in respective UBL Funds investment scheme via Net Banking by following mentioned simple steps:
There is no service charge for making investment via Netbanking service whereas the applicability of investment charges (Front-end load) varies from product to product.
It takes 2-3 business days for issuance of units and confirmation is sent via email and/or SMS. For more details please call 0800-00026.
You can schedule your investments in UBL Funds on monthly, weekly, annual and time-factor basis through Netbanking
Yes, you can delete or modify the instructions given for schedule investments at a later stage.
Please inform UBL Funds by calling the helpline 0800-00026 for necessary assistance. Alternatively you can report the problem to UBL helpline 111825888
Note:
Once units are issued you may convert your units to desired investment scheme. To convert units you may login to your UBL Funds Online or call UBL Funds helpline 0800-00026 or sms TR to 8258 for assistance
You may not pay against few schemes as separate account opening form is required. Once you have made initial investment in that particular scheme by filling out form then you may further invest in these schemes.
You can easily access your investment account details through:
You can place your request for redemption (withdrawal) in most of the schemes through UBL Funds Online. For more details contact Toll Free: 0800-00026 | Overseas clients: (+9221) 35622781
Some of our Products have certain fee/charges applicable at the time of investments therefore you may see the difference between the amount invested and the amount shown on your statement of account. For further details you may contact your investment advisor or call 0800-00026 | Overseas clients: (+9221) 35622781.
You may contact UBL Funds through following channels:
For details of investment schemes offered by UBL Fund Managers, please Click Here
For details of SMART Services offered by UBL Fund Managers, please Click Here
You may contact UBL through following channels:
Yes, additional investment can also be made through UBL Phone banking using any of the following options:
Investment balance details can be checked through UBL Netbanking and UBL Funds Online. For more details call (+9221) 0800-00026.
Disclaimer: All investments in mutual funds and pension 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.