How to Invest

Managing Investments with UBL Fund Managers is made easy through UBL Netbanking. UBL Netbanking offers the following services to its clients.

• Open Online Investment Account with UBL Fund Managers (UBL Funds e-Account)
• Make subsequent/additional investments in UBL Fund Managers
• Schedule subsequent investments
• Check your Investment Value through UBL Netbanking

What is UBL Funds e-Account and how one can avail this facility for investment with UBL Fund Managers?

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.

Who can use UBL Funds e-Account facility?

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.

• This facility is not available for Corporate/Jointly operated bank accounts
• 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.

I am an overseas UBL Account holder can I also open UBL Funds e-Account?

Yes, you can open UBL Funds e-Account if you are using UBL Netbanking service and maintaining PKR Account in Pakistan.

What is the minimum investment requirement for UBL Funds e-Account opening?

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.

How I will get confirmation of UBL Funds e-Account opening?

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.

Can I invest in multiple schemes during UBL Funds e-Account opening?

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.

Is this service available 24x7?

Yes, request for UBL Funds e-Account opening can be initiated round the clock.

How much time required for UBL Funds e-Account opening?

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.

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

6Is there any other option to open Investment Account with UBL Fund Managers?

Yes, the investment account can also be opened through physical forms. For more details please call 0800-00026 or email us customercare@ublfunds.com

Is there any requirement to maintain minimum investment balance?

There is no such requirement to maintain minimum investment balance.

Does my Netbanking fund transfer limit affects when I make investment online?

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.

How do I use Netbanking for additional investment in UBL Funds Product?

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:

• Select Funds Investment from ‘My payments’ menu
• Select Investment Scheme in which you want to invest
• Enter investment amount
• Click on ‘Pay’ to make the transaction
• Enter your valid Netbanking pin to complete transaction

Are there any charges on investment through Netbanking service?

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.

I have made additional investment from UBL Netbanking but I have received no confirmation as yet.

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.

How can I schedule my payments for Investment in UBL Funds through Netbanking? (Auto Payment)

You can schedule your investments in UBL Funds on monthly, weekly, annual and time-factor basis through Netbanking

• Select Schedule Payment ‘My payments’ menu
• Click on Add Schedule Payment Instructions
• Select Investment Scheme in “Pay To” option
• Enter investment amount
• Choose frequency, starting date and times.
• Click on ‘Schedule Transfer’ to schedule your investments
• Enter your valid Netbanking pin to complete transaction

Can I change my schedule of investments?

Yes, you can delete or modify the instructions given for schedule investments at a later stage.

I have mistakenly placed my funds in ULPF, how can I change the type?

Please inform UBL Funds by calling the helpline 0800-00026 for necessary assistance. Alternatively you can report the problem to UBL helpline 111825888

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

Why against few schemes option for “pay” is disabled?

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.

How can I view my investments with UBL Funds?

You can easily access your investment account details through:

• UBL Funds Online - Get 24x7 access to your investment account. To register sms ONLINE to 8258
• UBL Funds Mobile- Simply sms VALUE < your 10-digit Customer ID > to 8258.
• UBL Netbanking- Check your investment value in My Accounts section. Also details of the subsequent investments made via Net Banking can be viewed.
• UBL Funds Contact Center– Call Toll Free Number 0800-00026 of UBL Funds from 9 a.m. to 9:00 p.m. Monday to Friday. We are closed on Saturdays, Sundays and any other public holidays.

What is the procedure to withdraw investments?

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

I have invested Rs. X amount but only Rs. Z (Z = X-charges) is shown, why is there a difference in the amount?

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.

How can I contact UBL Fund Managers?

You may contact UBL Funds through following channels:

• UBL Funds Contact Center – Call Toll Free Number 0800-00026 and for overseas clients (+9221) 35622781 from 9:00 am to 9:00 pm (PST) Monday to Friday.
• E-Mail - Send your queries to customercare@ublfunds.com
• SMART Centers- Visit your nearest Investment Center. To locate Investment Center near your city Click Here
• SMS – INVEST to 8258 | and our representative will contact to facilitate you.

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

How can I contact UBL?

You may contact UBL through following channels:

• UBL Contact Center - Call UBL helpline 111825888. The service is available round the clock
• E-Mail- Send your queries to customercare@ublfunds.com

Can I make additional investment through UBL Phone Banking?

Yes, additional investment can also be made through UBL Phone banking using any of the following options:

• SMS PB to 8258 and UBL Phone banking team will call back to take your investment request.
• Call (+9221)111825888 to speak to phone banker to place your transaction.

How can I acquire my investment balance details?

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.