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Askari Investment Management Limited (aim) is the first subsidiary of Askari Bank Ltd founded on the bank's longstanding principles of dynamism, foresight and reliability.

aim is regulated under the Non-Banking Finance Companies (NBFC) Rules 2003 and licens..... more

 
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  • AIM Frequently Asked Questions
What can Askari Investment Management Offer?

Askari Investment Management is a subsidiary of Askari Bank, one of the largest banks in Pakistan, with a reputation for security and stability. AIM acts independently of Askari Bank with a distinct management team, and staff with experience in the financial sector spanning the globe. Our team has experience in the world's major markets such as, New York, London, Hong Kong, Sydney and Abu Dhabi.

AIM offers its services in Pakistan with the Askari Income Fund (AIF). AIM fund managers strive to provide better investment alternatives for the public at large. We utilize our skill base to try and enhance investor yield to the best possible extent in a risk-averse manner.


What will the Askari Income Fund invest in?

Term Finance Certificates (TFC's):
A debt instrument issued by various financial and non-financial entities in Pakistan, usually with a fixed term to maturity. The rating of the issuing entity is monitored and published in Pakistan by JCR-VIS and PACRA, which have come to be the leading rating agencies in the country. Most TFCs have yields linked to the Karachi 6 month interbank offered rate (KIBOR), the rate at which top tier banks are willing to lend money to each other. Some TFC's are linked to other rates such as the base rate published by the State Bank of Pakistan from time to time.


A feature of some TFC's is that they are sometimes issued with a "Cap" and/or "Floor", which essentially means that their yield cannot go higher than the "cap" rate or lower than the "floor" rate. Since TFC's with caps and/or floors are hybrid instruments, their price behavior is a mix between that of a pure floating rate TFC (floater), and that of a corporate bond. TFC price behavior tends to emulate that of a bond as KIBOR (or whatever rate it is linked to) approaches and exceeds (or goes lower than) the cap or floor rate. What this means is that these instruments are potentially riskier that pure floaters, in that there can be price erosion if the rate rises too far and conversely, there can also be capital gains if the rate goes lower.

Certificates of Investment (COI's):
Nomenclature used to describe un-collateralized lending to non-banking financial companies in Pakistan. The risk here is similar to that of TFC's and lenders are guided by ratings assigned to borrowers by JCR-VIS and PACRA.

Continuous Funding System (CFS):
Term coined to define the relatively new system of leveraged equity financing currently in use at the Karachi Stock Exchange, and planned for the other stock exchanges in the country. In this system, lenders lend money to the exchange to fund leveraged buyers in return for shares of certain large cap companies as collateral. The risk here is minimal, since the whole CFS system is conducted under the auspices of the stock exchanges, which have never defaulted since their inception.


How can an investor open an account?

The potential investor will be required to complete a one off form AIM-01 (for individuals) OR AIM-02 (for Institutional/Corporate).

 

Individuals - are required to complete form AIM-01 and provide:

  • An Attested photocopy of C.NIC
  • Foreign Nationals are required to submit a copy of Passport duly certified by their Embassy(ies).
  • Proceeds Realization Certificate
  • Attested photocopy of Identity Card of your country of residence

Institutional - are required to complete form AIM-02 and provide:

  • Certified copies of NICs of Authorized Signatories
  • List of Directors and Officers
  • Documentary evidence for Tax exemption (if available)
  • Certificate of Incorporation/Registration (certified true copy)
  • Certificate of commencement of business
  • Certified true copy of Board Resolution (Authorizing Investment)
  • Membership Certificate (in case of Sole Proprietor)
  • Partnership Deed and Certificate of Registration (in case of registered partnership firm)
  • Power of Attorney's (notarized & on stamp paper)
  • Memorandum and Articles of Association/By Laws/Trust Deed (certified true copy

How can an investor purchase units?

The investor is required to complete form AIM-03. Investors can submit AIM-01/AIM-02 at the same time as AIM-03, and units will be allocated as soon as the account opening procedure is completed.

Payment should be in favour of CDC-Trustee Askari Income Fund.

Cash is not acceptable.


 
Main office: 501, 5th Floor, Green Trust Tower, Blue Area, Islamabad. UAN:+92-51-111-246-111. E-Mail:info@askariinvestments.com
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