ABC Unit Trust

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1.INVESTOR DETAILS

2.FUNDS

3.SIGNATURE CARD

4. SUPPORTING DOCUMENTS & TERMS OF USE

6.DECLARATION

PLEASE PROVIDE US WITH YOUR DETAILS

Title

First Name Please enter your firstname.

Surname Please enter your surname.

ID Type

ID number(passport number if foreign national/Registration number). Please enter your id no.

Postal Code Please enter postal code.

Residential Address Please enter your address.

Postal Address Please enter postal address.

Mobile(Compulsary). Please enter your telephone no.

E-mail(Compulsary) Please enter your email.

Telephone No(Home) Please enter your Home Telephone No.

Telephone No(Work) Please enter your Work Telephone No.

Date Of Birth Please enter your Date of Birth.

Funds

Balanced Fund

I/(we) hereby apply for units in BALANCED FUND and understand that this investment will be subject to the trust deed governing ABC Unit Trust. I warrant that I have full authority to enter into this transaction. I/ (we) understand that past performance is not necessary a guide to the future. The price of units and the income from them may fluctuate and the value cannot be guaranteed.

Enter Investment Amount: ZMW

Amount in Words

TERMS OF INVESTMENT

• Initial minimum deposit of ZMW500
• Minimum monthly contribution of ZMW500 towards the amount required to meet your financial objectives with options of periodical contributions i.e. fortnightly, monthly or quarterly investments…
• Minimum investment period of 6 months.
• After minimum investment period, you are allowed 3 redemptions in a year
• Flexibility of setting maturity date to suit specific target
• Any withdrawals made before 6 months will attract a penalty fee.

Date

MONEY MARKET FUND

I/(we) hereby apply for units in MONEY MARKET FUND and understand that this investment will be subject to the trust deed governing ABC Unit Trust. I warrant that I have full authority to enter into this transaction. I/ (we) understand that past performance is not necessary a guide to the future. The price of units and the income from them may fluctuate and the value cannot be guaranteed.

Investment Amount: ZMW

Amount in words

TERMS OF INVESTMENT

• Initial minimum deposit of ZMW500.
• Minimum monthly contribution of ZMW500 towards the amount required to meet your financial objectives.
• Minimum investment period of 2 months.
• After minimum investment period, you are allowed 2 redemptions per month.
• Options of periodical contributions i.e. fortnightly, monthly or quarterly investments.
• Flexibility of setting maturity date to suit specific target.
• Any withdrawals made before 6 months will attract a penalty fee.

Date

ZMW HIGH YIELD

I/ (we) hereby apply for units in the ZMW HIGH YIELD FUND and understand that this investment will be subject to the trust deed governing ABC Unit Trust. I warrant that I have full authority to enter into this transaction. I/ (we) understand that past performance is not necessary a guide to the future. The price of units and the income from them may fluctuate and the value cannot be guaranteed.

Investment Amount: ZMW .

Amount in words

TERMS OF INVESTMENT

• Initial minimum deposit of ZMW500, 000.00
• Minimum investment period of 12 months.
• After minimum investment period, you are allowed 1 redemption in a year.
• Any withdrawals made before 12 months will attract a penalty Fee

Date

EQUITY FUND

I/ (we) hereby apply for units in EQUITY and understand that this investment will be subject to the trust deed governing ABC Unit Trust. I warrant that I have full authority to enter into this transaction. I/ (we) understand that past performance is not necessary a guide to the future. The price of units and the income from them may fluctuate and the value cannot be guaranteed.

Investment Amount: ZMW .

Amount in words

TERMS OF INVESTMENT

• Initial minimum deposit of ZMW2, 000
• Minimum monthly contribution of ZMW500 towards the amount required to meet your financial objectives.
• Minimum investment period of 4 months.
• After minimum investment period, you are allowed 3 redemptions in a year.
• Options of periodical contributions i.e. fortnightly, monthly or quarterly investments.
• Flexibility of setting maturity date to suit specific target.
• Any withdrawals made before 4 months will attract a penalty fee.

Date

RETIREMENT FUND

I/ (we) hereby apply for units in RETIREMENT and understand that this investment will be subject to the trust deed governing ABC Unit Trust. I warrant that I have full authority to enter into this transaction. I/ (we) understand that past performance is not necessary a guide to the future. The price of units and the income from them may fluctuate and the value cannot be guaranteed.

Investment Amount: ZMW .

Amount in words

TERMS OF INVESTMENT

• Initial minimum deposit of ZMW500
• Minimum monthly contribution of ZMW500 towards the amount required to meet your financial objectives.
• Minimum investment period of 4 months.
• After minimum investment period, you are allowed 3 redemptions in a year.
• Options of periodical contributions i.e. fortnightly, monthly or quarterly investments.
• Flexibility of setting maturity date to suit specific target.
• Any withdrawals made before 4 months will attract a penalty fee.

Date

USD FUND

I/ (we) hereby apply for units in the USD FUND and understand that this investment will be subject to the trust deed governing ABC Unit Trust. I warrant that I have full authority to enter into this transaction. I/ (we) understand that past performance is not necessary a guide to the future. The price of units and the income from them may fluctuate and the value cannot be guaranteed.

Investment Amount: USD .

Amount in words

TERMS OF INVESTMENT

• Initial minimum deposit of $50
• No Withdrawals for the first 60 days of the initial investment or any subsequent investments.
• After minimum investment period of 60 days, you are allowed 2 redemptions per month in a year.
• Options of periodical contributions i.e. fortnightly, monthly or quarterly investments.

Date

USD HIGH YIELD FUND

I/ (we) hereby apply for units in the USD HIGH YIELD FUND and understand that this investment will be subject to the trust deed governing ABC Unit Trust. I warrant that I have full authority to enter into this transaction. I/ (we) understand that past performance is not necessary a guide to the future. The price of units and the income from them may fluctuate and the value cannot be guaranteed.

Investment Amount: USD .

Amount in words

TERMS OF INVESTMENT

• Initial minimum deposit of $50, 000.00.
• Minimum investment period of 12 months.
• After minimum investment period, you are allowed 1 redemption in a year.
• Any withdrawals made before 12 months will attract a penalty Fee

Date

																			
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Account Name

SIGNATURE MANDATE; PLEASE TICK

Either signatories to sign

All signatories to sign

Sole signatories to sign

(A)

First Name

Surname

ID Number

Address

Email Address

Telephone

(B)

Title

First Name

Surname

Date

ID Number

Address

Email Address

Telephone

(C)

Title

First Name

Surname

Date

ID Number

Address

Email Address

Telephone

Download and Fill in below Forms

📄 Indemnity Form 📄 Investor Declaration 📄 Online Acc Application 📄ABC Recommendation Letter

Proof of residence Please attach your Proof of residence. jpeg, jpg, png format only

Identity Front View Please attach Identity Front View. jpeg, jpg, png format only

Identity Back View Please attach Identity Back View. jpeg, jpg, png format only

Passport Size Photo Please attach Passport Size Photo. jpeg, jpg, png format only

Recommendation letter Please attach Recommendation letter. jpeg, jpg, png format only

Filled Indemnity form Please attach Indemnity form. jpeg, jpg, png format only

Filled Investor Declaration form Please attach Investor Declaration form. jpeg, jpg, png format only

Filled ABC Online Acc Application form Please attach ABC Online Acc Application form. jpeg, jpg, png format only

Where did you hear us from

This page states the terms and conditions under which you may use our online services or websites (www.abcassetmanagement.com). Please read this page carefully. If you do not accept the terms and/or conditions stated here, do not use this website and service.
By using this website, you are indicating your acceptance to be bound by these terms and conditions. Atlas Mara Zambia may revise these terms and conditions at any time by updating this page. You should visit this page periodically to review the terms and conditions, to which you are bound. The terms “You” and “User” as used herein to refer to all individuals and/or entities accessing this website for any reason.

GENERAL RULES

Users may not use the website in order to transmit, distribute, store or destroy material:
• in violation of any applicable law or regulation;
• in a manner that will infringe the copyright, trademark, trade secret or other intellectual property rights of others or violate the privacy, publicity or other personal rights of others; or
• that is defamatory, obscene, threatening, abusive or hateful.

COPYRIGHT AND INTELLECTUAL PROPERTY RIGHTS

All rights in/to the content of this website are reserved and retained by the owners of such rights.
Users of this website are not granted a licence or any other right including without limitation under Copyright, Trade Mark, Patent or Intellectual Property Rights in/or to the content.

SECURITY RULES

Users are prohibited from violating or attempting to violate the security of the website, including, but without limitation:
• accessing data not intended for such user or logging into a server or account which the user is not
• authorised to access;
• attempting to probe, scan or test the vulnerability of a system or network or to breach security or
• authentication measures without proper authorisation;
• attempting to interfere with service to any user, host or network, including, without limitation,
via means of submitting a virus to the website, overloading, “flooding”, “spamming”, “mailbombing” or “crashing”;
• sending unsolicited email, including promotions and/or advertising of products or services;
• forging any TCP/IP packet header or any part of the header information in any email or newsgroup posting;
• deleting or revising any material posted by any other person or entity;
• using any device, software or routine to interfere or attempt to interfere with the proper working of this website or any activity being conducted on this site.
Violations of system or network security may result in civil or criminal liability. ABC Asset Management will investigate occurrences, which may involve such violations and may involve, and cooperate with, law enforcement authorities in prosecuting users who are involved in such violations.

• I have read, understood and agree to the Terms and Conditions that govern the use of the secure section of the ABC Asset Management website.
• I authorise ABC Asset Management to accept instructions submitted via the secure section of the ABC Asset Management website and waive any claim that I may have against ABC Asset Management. I indemnify ABC Asset Management against any loss incurred as a result of ABC Asset Management receiving and/or acting upon such instruction.

Date Please enter date.