Get Kyc Form - Askari Investment Management Limited

This guide provides a comprehensive overview of how to fill out the KYC FORM for Askari Investment Management Limited online. It is designed to help you navigate each section of the form with ease, ensuring you have all necessary information for a smooth completion process.

Follow the steps to effectively complete your KYC FORM online.

1. Click the ‘Get Form’ button to access the KYC FORM and open it in your preferred editor.
2. Begin with the registration number section. Enter your unique registration number if you are an individual client.
3. For individual clients, complete the personal details section, including your name, father's/spouse's name, CNIC/passport number, and date of expiry.
4. Specify your National Tax Number (NTN) and marital status by selecting 'Married' or 'Single' as applicable.
5. Provide your academic education background and indicate the number of dependents you maintain.
6. Input your permanent and temporary addresses accurately, ensuring they reflect your current living situations.
7. If you are salaried, indicate your occupation and current designation, along with your employer's name and address.
8. For retirees, provide details of your last designation, the name of your last employer, and the date of retirement.
9. Select your source(s) of income from the multiple options available, ensuring you choose all that apply to you.
10. Estimate your approximate monthly income by selecting the appropriate income range.
11. Complete the risk evaluation questionnaire by ticking the relevant boxes regarding your status as a non-resident, government position, or previous account refusals.
12. If the ultimate beneficiary of investments is different from the investor, fill in the necessary details, including their name and relationship.
13. For institutional clients, complete the required sections, including company name, registered address, nature of business, and ownership type.
14. Provide documentation as requested, ensuring you attach copies of required identification and financial statements.
15. Finally, review all information entered for accuracy before signing the declaration at the end of the form.
16. Once completed, save your changes, and you may download, print, or share the form as required.

Complete your KYC FORM online today to ensure a seamless process with Askari Investment Management Limited.