How to Invest in NAFA Pension Funds?

Step 1: Open an Account With us:

All investors must first open an account with NAFA before making any investment. Kindly complete the account opening form which can be obtained by clicking the following link:

a. Click here for the form.

b. Collect Account Opening Form from our NAFA Regional Offices (click here to find our nearest NAFA Regional Office).

c. Collect Account Opening Form from our Premier Authorised NBP Branches (click here to find our nearest Premier Authorised NBP Branch).


Once the Investor Account has been opened, a NAFA Account No. will be allotted which would be used for all transactions in NAFA Pension Funds.

Step 2: Download the Contribution Form.

Upon opening of NAFA account with us, you can now make investments in our NAFA Pension Funds. For making investment in NAFA Pension funds, kindly complete the contribution form which can be obtained as follows:

a. Download Contribution form as follows:

  1. For Self Contribution in NAFA Pension Funds: (click here)
  2. For Contribution by employer on behalf of employee in NAFA Pension Funds: (click here)

b. Collect the Investment Form from our NAFA Regional Offices (click here to find our nearest NAFA Regional Office).

c. Collect the Investment Form from our Premier Authorised NBP Branches (click here to find our nearest Premier Authorised NBP Branch).

Step 3: Fill out the above Forms & Attach Relevant Documents.

Please carefully read the instructions mentioned on the back side of the forms (Account Opening & Investment form) and attach the following relevant documents:

1. For Individual Investors

a.Copy of valid Computerized National Identity Card (CNIC) or Copy of valid Computerized National Identity card for Overseas Pakistanis (NICOP).

Note: If your CNIC is expired and is submitted with NADRA for renewal; kindly attach the renewal slip. And once the CNIC is renewed please submit the renewed CNIC copy with us.

b. Zakat Affidavit (CZ-50) in case of Zakat Exemption

c. Proof of income like Job card / Employment Card / Visiting Card. (For individuals only)

d. Business/Employment Proof in case of Sole Proprietorship.

2. Contribution by Employer on behalf of Employee(s):

a. Duly completed Account Opening Forms of all employees.

b. Copy of valid Computerized National Identity card (CNIC) or National Identity Card for Overseas Pakistani (NICOP) or National Tax Number (NTN).

c. Detail of Employees on behalf of which the contribution is made.

d. Copy of Memorandum and Articles.

d. Board Resolution/or any other resolution applicable authorizing for contribution in NAFA Pension Funds

d. List of Authorized Signatories with specimen signatures.

d. Copy of CNIC of Signatories / Directors on behalf of the employer.

Step 4: Complete the Risk Profile

Complete the Risk Profile form which can be downloaded by (clicking here)

Step 5: Make Payment

1. Payment can be made in the form of:

a. Cross Cheque

b. Pay Order

c. Demand Draft

- Note: Cash will not be accepted.

2. Payment shall be made in favor of:

a. For investment in NAFA Pension Fund: “CDC Trustee-NAFA Pension Fund

b. For investment in NAFA Islamic Pension Fund: “CDC Trustee -NAFA Islamic Pension Fund

Note: The payment instrument shall be accompanied with the Contribution form.

Step 6: Submit the Form and Documents

You can submit your duly filled Form (along with the payment instrument) in following ways:

a. By personally visiting nearest NAFA Regional Office (click here to find our nearest NAFA Regional Office)

b. By personally visiting nearest Premier Authorised NBP Branch (click here to find out our nearest Premier Authorised NBP Branch)

c. By personally visiting NBP Fullerton Asset Management Limited - Head Office, 7th floor Clifton Diamond Building, Block No. 4, Scheme No. 5, Clifton, Karachi

d. By sending through courier, addressing "The Transfer Agency Department , NBP Fullerton Asset Management Limited, 7th floor Clifton Diamond Building, Block No. 4, Scheme No. 5, Clifton, Karachi

Note:

- Your Form may not be processed if any discrepancy may arise

- Unit will be issued upon realization of Funds.

- Your Form will be processed as per business hours on each dealing day as announced by the Management Company from time to time. Currently Business Hours as announced by Management Company are as follows:

Monday to Thursday: 8:30 am to 3:00 pm and Friday: 8:30 am to 12:30 pm for all NAFA Funds. click here for details.

 
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News

Notice of Interim Distribution (2015-2016)

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NBP Fullerton Asset Management Ltd (NAFA), announces cash dividend (As of June 29, 2016)

NBP Fullerton Asset Management Ltd (NAFA), is pleased to announce final cash dividend on funds under its management for the Financial Year 2015-2016.

Click here to read more...

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Notice of change of Name & Category of Fund - NAFA Islamic Aggressive Income Fund

We would like to inform you that the Management of NBP Fullerton Asset Management Limited (NAFA), with the approval of Securities and Exchange Commission of Pakistan (SECP), has changed the category of NAFA Islamic Aggressive Income Fund from Shariah Compliant Aggressive Income Fund to Shariah Compliant Income Fund. Accordingly the name of NAFA Islamic Aggressive Income Fund will be NAFA Islamic Income Fund w.e.f. March 14, 2017. For further information, please call our toll free helpline # 0800-20002 Kindly also note that all cheques for investment in NAFA Islamic Aggressive Income Fund from March 14, 2017 onwards shall be made in the name of CDC Trustee NAFA Islamic Income Fund.

Click here to read more...

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NBP Fullerton Asset Management Ltd (NAFA), Announces bonus distribution for NIPPF-I, NIPPF-II & NIPPF.

NBP Fullerton Asset Management Ltd (NAFA) is pleased to announce bonus distribution for NIPPF-I, NIPPF-II & NIPPF (Financial Year 2016-2017).

Click here to read more...

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NBP Fullerton Asset Management Ltd (NAFA), announces cash dividend (As of June 29, 2016)

NBP Fullerton Asset Management Ltd (NAFA), is pleased to announce cash dividend on funds under its management for the Financial Year 2015-2016.

Click here to read more...

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NBP Fullerton Asset Management Ltd (NAFA), announces cash dividend (As of June 30, 2016)

NBP Fullerton Asset Management Ltd (NAFA), is pleased to announce cash dividend on funds under its management for the Financial Year 2015-2016.

Click here to read more...

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Notice for changes in Front-End Load structure

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NBP Fullerton Asset Management Ltd (NAFA), Announces Interim bonus distribution for NAFA Islamic Principal Protected Fund-II - (NIPPF-II)

We are pleased to announce that the Board of Directors of NBP Fullerton Asset Management Ltd (NAFA) in their meeting held on April 29, 2016 announced a per unit bonus distribution of Rs.7.7158 for unit holders of NAFA Islamic Principal Protected Fund - II (NIPPF-II). An investor holding 100 units at the close of business as on April 28, 2016 will get 6.9159 units on ex-dividend NAV of Rs. 111.5658 per unit, the proportionate will apply to actual holdings.

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