Value Added Services
With our host of value added services staying in touch with your investments is easy. Just choose how you wish to do so. These services are offered to all our clients.
Making Additional purchase with UBL Funds gets easier now! With the launch of UBL Funds-Online Investment facility our valued investors can now make subsequent purchases anytime, anywhere, using the bank of choice.
The service is currently available for UBL Funds Online as well as for UBL Funds Mobile users.
How does it work?
Well thats pretty simple! Just follow the 2 steps process to experience this brand new service:Step 1: Generate Reference Number
To complete step 1 you can use either of the two ways to generate the Reference number for making Online Investment.
- For UBL Funds Online user
Log-on to UBL Funds Online > Go to My E-Transactions > Additional Investment > Fill out the details > Insert Online T-PIN to complete step 1 of the two steps process
- For UBL Funds Mobile user (via SMS)
10-digit Customer ID Fund/Plan short name Amount T-PIN* and send to 8258
(For example: INV 00024135-1 ULPF 1000 1234)
*Use UBL Funds Mobile/Tele-Transact T-PIN
Upon successfully generating the reference number, follow step 2.
- Log-on to your Banks** Internet Portal
- Go to Bill Payment option
- Select Mutual Fund / Investment option, go to UBL Funds
- Enter Reference number (from step 01)
- Confirm details and Submit your transaction to complete the process
**UBL Funds-Online Investment facility is available on the following internet banking portals :
1. Habib Metropolitan Bank
2. Standard Chartered Bank
3. Bank Al-Habib
4. Summit Bank
Note: UBL Account holders can make additional purchase using Netbanking facility
UBL Funds Smart Savings App
With UBL Funds Mobile App - access your investment account anytime, anywhere!
UBL Funds Smart Savings App, the first of its kind investment application introduced in the Asset Management Industry, brings your investments to your smartphone.
Add mobility to your investments with this convenient and easy application, giving you access to your investment account anytime anywhere. With its easy to use interface and design, you can check your investment portfolio, make conversion and redemption transactions round the clock, and update your profile information. The Smart Savings app also gives details on the latest UBL Fund prices, keeping you updated for all your investment needs.
Once registered on the UBL Funds Online Portal, you can use the same login ID and password for the UBL Funds Smart Savings App:
- Access multiple accounts
- Monitor portfolio movements and analytics
- View and Update your Profile information
- Make Conversion and Redemption Transactions
- Download Transaction Reports
- Locating nearest Investment Centers
- Touch and Connect with UBL Funds on the go
UBL Funds ATM Redemption Card
UBL Fund Managers Limited introduces the UBL Funds ATM Redemption Card, designed to provide investors with real-time access to their investments with the facility to withdraw cash from their UBL Funds Investment Account anytime, anywhere through the widely available network of ATMs across the country!
Investment schemes available for instant withdrawal via ATM are:
- UBL Liquidity Plus Fund (ULPF)
- UBL Money Market Fund (UMMF)
- Al-Ameen Islamic Cash Fund (AICF)
- Al-Ameen Islamic Sovereign Fund (AISF)
Moving forward, UBL Funds may decide to add other investment schemes as well. Investors need to maintain a minimum cumulative balance of Rs.100,000 in their account with UBL Funds under the eligible investment schemes.
Maximum cash withdrawal limit using your UBL Funds ATM Card is Rs.20,000 per day. Redemptions are subject to terms and conditions.
For more details, please read the FAQs.
Click HERE to download our ATM Application form.
Al-Ameen Funds e-Account
UBL Account holders can now open an e-Account for investments with Al-Ameen Funds, managed by UBL Fund Managers, via UBL Netbanking portal, without having to submit a physical account opening form. Going forward, users will have a complete online experience through host of value services provided by Al-Ameen Funds.
The e-Account offers:
- Convenience – No need to fill out physical forms
- Fast – Time taken for physical dispatch will be eliminated
- Greater Outreach – Requests can be made round the clock from anywhere with UBL Netbanking access.
- Secure – Ensured by verifications at multiple levels
Al-Ameen Funds also offers host of SMART services to make your investment experience completely online.
For further queries
Sms AMEEN to 8258
Call us at 0800-00026
Email at info@AlAmeenFunds.com
SMS Transaction Tracking
Track your transactions via a simple SMS. With this latest value addition, track the status of Redemption as well as Purchase transactions anytime during different stages of transaction processing as explained below, by sending a sms from your mobile to 8258
TRACK< space >10-Digit Customer ID< space >Reference Number
For example: TRACK 00012345-1 201504080036
How to get a Reference number?
Once you submit any transaction with us, UBL Fund Managers forwards you a system generated sms which carries the transaction REFERENCE number as shown below:
SMS Extract: ‘Dear Client, your application for redemption has been received on 08-Apr-2015 10:53:00 AM. Ref. no. 201504080036.'
These digits 201504080036 represent the reference number and can be used for tracking the status of your transaction.
Keeping a track of your investments has never been easier!
SMART Savings Calculator
Use our SMART Mobile Calculators to find out how you can achieve your financial goals. Just send an sms to 8258 and experience the freedom!
1. Retirement Savings Calculator
sms RCAL to 8258. You will receive the questions below. Reply via sms to 8258 and find out how much your monthly savings will be worth in the future.
How much money do you intend on saving on a monthly basis? (Rs.)
What is your current age?
What is the annual return you expect to earn on your investments? (%)
Alternatively you can send the following command directly via sms to 8258. e.g: RCAL < space > 50000 < space > 20 < space > 14%
2. Smart Savings Calculator
sms SSCAL to 8258. You will receive the questions below. Reply via sms to 8258 and find out how much you need to save for your future goals.
How much money do you intend on saving on a monthly basis? (Rs.)
How many years do you intend to save for? (Years)
What is the annual return you expect to earn on your investments? (%)
Alternatively you can send the following command directly via sms to 8258. e.g:
SSCAL < space > 50000 < space > 27 < space > 15%
3. College Savings Calculator
sms CSCAL to 8258. You will receive the questions below. Reply via sms to 8258 and find out how much you need to save on a monthly basis to meet college expenses.
How much money will you require for college fee & expenses? (Rs.)
How many years from now will you require this amount? (Years)
Alternatively you can send the following command directly via sms to 8258 e.g.
CSCAL < space > 50000 < space > 5
4. Tax Savings Calculator
sms STAX to 8258. You will receive the questions below. Reply via sms to 8258 and find out how much tax savings you can get when investing in these schemes.
What is your annual taxable income? (Eg: Rs.1,000,000)
How much money do you wish to invest? (Eg: Rs.50,000)
What is your current age? (Eg: 32 years)
Alternatively you can send the following command directly via sms to 8258 e.g. STAX< space >1000000< space >50000< space >32
Calculate your saving requirements and make smarter investment decisions on the go.
Al-Ameen Funds Tele-SRF
Al-Ameen Funds Tele SRF (Telephonic Profile Update) service allows Investors to call our helpline and place profile update requests over the phone.
Yes, it is now that simple!
Eliminate the hassle of filling out physical SRFs (Service Request Form)
Ensure that your data with us is promptly updated
All you have to do is pick up your phone and dial our Customer Care number 0800-00026!
For details, sms INFO to 8258 or call 0800-00026.
Free Takaful Coverage
Free Family Takaful, in collaboration with Pak Qatar Family Takaful, is now available for the investors of our Smart Investment Plans* and Pension Schemes covering both Conventional and Islamic options.
For more details, please click here to read the FAQs or sms TAKAFUL to 8258.
*Please refer to the FAQs for a complete list of plans.
Outside of these two changes, the UBL Funds ATM Redemption Card will need to be rename to Al-Ameen Funds ATM Redemption Card
Al Ameen Funds Mobile-Transact
Now you can encash your investments or make conversions from one fund to another with just a simple SMS. To register for this service, please sms REG to 8258. If you want to learn how to make transactions using Mobile Transact, please view our Mobile-Transact Guide here.
For further details, please call us at 0800-00026.
Inter Bank Fund Transfer
Now Al Ameen Funds provides you the option to redeem your investments by transferring them to a number of banks all over Pakistan with utmost ease.
• To view the complete list of banks and their respective account formats, please Click Here
To learn more about this service, please call us at 0800-00026 or Click Here
Al Ameen Funds Online
Get 24x7 access to your investment account - anywhere, anytime with our Al Ameen Funds Online account access service.
- Check out the value of your investments
- Generate account statements
- Track the performance of your investments
- Make e-transactions in your account
- Update your profile details
To login to Al Ameen Funds Online Click Here.
To know our online security tips, Click Here.
To register to Al Ameen Funds Online sms ONLINE to 8258.
Al Ameen Funds Tele-Transact
Making transactions in your account just got even more easy! Simply call us at 0800-00026 and give your transaction instructions to our customer care executives. Or you may sms TR to 8258 and we will call you back to take down your request.
- Free of cost service
- Make redemption or conversion transactions
- Generate your own Transaction-PIN to ensure security
- No physical forms required
To register to Al Ameen Funds Tele-Transact
- Call us at 0800-00026
- sms REG to 8258
Al Ameen Funds Mobile
Access your account details on your mobile phone. Just send an sms to 8258 and experience the freedom!
To start using the SMS Services, follow the instructions given below. Make sure the message is sent from your registered mobile number (as available in our records). If your mobile number is not registered with us call us at 0800-00026.
BANK accounts available
Get your BANK accounts available in our records. Simply sms BANK
Get your PROFILE details available in our records. Simply sms PROFILE
Get updated NAV prices. Simply sms NAV to 8258.
Get the current value of your investments. Simply sms VALUE < your 10-digit Customer ID > to 8258.
Get the number of units currently held in your account. Simply sms UNITS < your 10-digit Customer ID > to 8258.
Get your zakat status ('applicable' or 'not applicable'). Simply sms ZAKAT < your 10-digit Customer ID > to 8258.
Get your account type ('single' or 'joint') and operating instructions. Simply sms TYPE < your 10-digit Customer ID > to 8258.
Invest in Al Ameen Funds via UBL Phone Banking
Now investing in your choice of Al Ameen Funds is just a phone call away. All it's going to take is picking up the phone and letting your UBL Phone Banker know your investment details (the investment scheme(s) you wish to invest in and the amount you wish to invest).
On your confirmation, your Phone Banker will execute the instructions for transfer of money from your UBL Account to your Al Ameen Funds Investment Account.
To make an investment, simply call 111-825-888 and speak to a UBL Phone Banker! Or you may sms PB to 8258 and we will call you back to take down your request.
- You need to have a bank account with UBL and an investment account with Al Ameen Funds to be able to use this service
- There are no transactional charges on making investments in Al Ameen Funds via UBL Phone Banking – it's a free of cost service
Get latest fund prices on your e-mail address on a daily basis by subscribing to our E-Price Alerts service.
To subscribe to E-Price Alerts Click Here.
Mobile Price Alerts
Get latest fund prices on your mobile phone by subscribing to our Mobile Price Alerts service.
- To subscribe: sms SUBSCRIBE to 8258 from your mobile
- To unsubscribe: sms UNSUBSCRIBE to 8258 from your mobile
Standard SMS charges levied by your mobile operator would apply on sending subscription or unsubscription sms. This is usually Rs. 2+Tax. Once subscribed there will be no recurring charges.
Online Investment Facility
If you have a Al Ameen Bank Account and are subscribed to Al Ameen Netbanking service, you can make subsequent investments in your account through your Al Ameen Netbanking account.
To invest online, login to your UBL Netbanking account and go to the My Payments > Funds Investment section and select the fund of your choice and enter the amount you wish to transfer from your bank account to the selected fund.
Get E-Statements on your e-mail address at the end of every month and whenever there is a transaction in your account. This is a free of charge service. To receive E-Statements, make sure your e-mail address is present in our records.
Mobile Transaction Alerts
Keep track of your account activity with our Transaction Alerts Service and receive an SMS notification whenever there is any transaction in your account. This is a free of charge service. To receive transaction alerts, make sure your mobile number is present in our records.