| Checklist for filling Purchase Form |
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| For Individuals |
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Fill in all relevant sections of the Application Form. |
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Make a Cross Cheque / Pay Order / Demand Draft in the name of: |
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for Income Fund |
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CDC - Trustee - HBL-Income Fund. |
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for Stock Fund |
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CDC - Trustee - HBL-Stock Fund. |
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for Multi-Asset Fund |
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CDC - Trustee - HBL-Multi-Asset Fund |
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Copy of CNIC. (All Investors, Joint holders & Nominees, if any) |
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Zakat Exemption Affidavit, if applicable. |
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Source of Income |
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| For Corporates |
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| • |
Fill in all relevant sections of the Application Form. |
| • |
Make a Cross Cheque / Pay Order / Demand Draft in the name of: |
| |
for Income Fund |
| |
|
CDC - Trustee - HBL-Income Fund. |
| |
for Stock Fund |
| |
|
CDC - Trustee - HBL-Stock Fund. |
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for Multi-Asset Fund |
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|
CDC - Trustee - HBL-Multi-Asset Fund |
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Copy of CNIC. (All Authorized Signatories) |
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Board Resolution |
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Certified true copies of |
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Articles & Memorandum of Association |
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List of Authorized Signatories |
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Financial Statements |
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