Application Forms

You can find all types of forms including Account Opening, Investment Forms, Redemption Forms, and all other transactional forms.

Application Forms

Retirement Date Extension Letter
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Lien Form
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MTPF- Change Of Fund Manager Form
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MTPF – Change Of Allocation Plan Form
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MTPF – Retirement Claim Form
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MTPF – Health Declaration Form
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Form W9
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Form W8BEN E For Corporate Account Holders
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Form W8 BEN
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FATCA Form For Individual
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CRS Self Certification Form Entity
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CRS Self Certification Form Controlling Persons
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CRS Self Certification Form Individual
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Change In Portfolio Information
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SIP – Discontinuation Form
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Risk Profile Form
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CDD Form For Non-Individuals
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CDD Form For Individuals
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Covid 19 Questionnaire Form
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MTPF – Change Of Post Retirement Plan Form
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FATCA – Entity Self Certification Guidelines
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CRS Guidelines For Onboarding New Accounts
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Investment Form
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Investment Application For Takaful Product
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Investment Application Form – Meezan Savings Plan
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Conversion Form
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Conversion Application Form For Takaful Product
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Redemption-Form
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Risk Disclosure Statement Form
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Reinvestment Form
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Transfer Form
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Transfer Of Units (Deceased Case Only)
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Account Opening Form – Mutual Fund (Individual)
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Account Opening Form – Pension Fund (Individual)
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Account Opening Form – Meezan Sahulat Sarmayakari Account (Individual)
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Account Opening Form – Mutual Fund (Corporate)
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Account Opening Form – Saving Plans (Individual)
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Account Opening Form Indus Hospital Saving Plan (Individual)
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Fund Manager Reports

Fund Managers Report for each fund is published on a monthly basis which includes performance of the funds for the month along with the Fund manager outlook on stock and money market and overall macro-economic environment.

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GIPS Compliant Reports

GIPS (Global Investment Performance Standards) compliant reports are published on a quarterly basis. Compliance with GIPS is access to complete, fair and transparent performance reporting, which is in line with globally recognized presentation standards.

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Miscellaneous

You will find various documents released by Al Meezan Investments in this section.

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