AWT INVESTMENTS LIMITED

AWT Investments Limited-AWTIL is a Non-Banking Finance Company, licensed by the

Securities and Exchange Commission of Pakistan to manage open and closed end funds and
Investment Advisory, with a paid-up capital of PKR 250 million. AWT Investments Limited
is a Joint venture between Army Welfare Trust (having majority 70% stake) and Pak Brunei
Investment Company Limited. Army Welfare Trust (AWT) acquired majority stake in Primus
Investment Management Ltd from Pak Brunei in December 2016, thus leading to change in the
name of the company to AWT Investments Ltd. Primus Investment Management was
established in June 2012 as wholly owned subsidiary of Pak Brunei Investment Company
Limited. After rebrand launch to AWT Investments, the company has opened branch network
across Pakistan to cater to both Armed Forces individuals and general public at large. The
company with its experience team of investment professional serves extensive client base of
corporations, endowments, healthcare organizations, high-net-worth individuals, pension
funds and provident funds.

In March 2017, Army Welfare Trust acquired majority share holding from the Pak Brunei
Investment Company Limited. AWT Investments' objective is to manage focused investment
strategies that are responsive to client needs while delivering long-term value. The Company
aims to bring a broad spectrum of products including equity, fixed income and alternative
investment strategies to investors. The Company also endeavors to venture into multiple
business segments to form a solid foundation of a strong financial institution. These business
segments are Mutual Funds, Investment Adivsory, REITs and Private Equity. The Company is
geared to serivice extensive client base of corporations, endowments, healthcare organizations,
hight-net-worth individuals, public pension funds and provident funds.

OUR VISION
To deliver quality and innovative asset management and advisory services at the local and
regional level.

OUR MISSION
To be a dominant player in the fund management industry recognized for its high levels of
ethical and professional conduct and commitment toward enhancing investor interest.

HOW TO INVEST
Easy Investment Process:
Investing with AWT Investments is easy without any hassle; you can follow below steps or
seek assistance from an experienced fund manager we would be happy to assist you at every
stage.
Step 1: Opening Account:
By following below steps investors can open their account. Investors need to open an account
before making any investment.
 You are required to fill Individual/Corporate Account opening Form along with
 Investment Form (Indicate interested fund types and amount of investment)

OR

Collect Account Opening Form from AWT Investments regional offices i.e. Karachi, Lahore
and Islamabad
Before submitting this form make sure following documents are attached. If one or more of
this documents are missing your application may be declined or processed with a delay.

Documents Required:

For Individual Investors:

 Copy of valid CNIC/NICOP/Passport
 Copy of Nominee (s) valid CNIC/NICOP Passport
 Zakat Affidavit (CZ-50) in case of Zakat Exemption
 Employment Proof (Employer Certificate/ Employment Card Copy/Salary Slip Copy)
 Business proof (Business Card)
 W-9 Form (If U.S Citizen)
 W-8 BEN Form (If non U.S. Citizen)

For Corporate Clients:

For Partnership:
 Copy of all valid CNIC of all partners
 Copy of all financial statements
 Certified copy of Partnership Deed
For Joint Stock Company/Trust:
 Copy of all valid CNIC of all Directors/Trustees
 Copy of latest (audited) Financial Statements
 Certified copy of Form A & Form 29
 Certified copy of memorandum and articles of association trust deed
 Board/Trustees/Governing Body Resolution

Club Associates/ Associations:

 Certified copy of Certifications Regulation
 Certified Copy of by Laws/ Rules & Regulations
 Board Governing Body Resolution
 Certified copy of memorandum and articles of association trust deed
 Copy of latest financial Statement

Executers/ Administrators:
 Copy of valid CNIC of all Executers/ Administrators
 Certified Copy of Letter Administration

Step 2: Make Payment:

Investment can be made in the form of:
 Cross Cheque
 Pay Order
 Demand Draft
Payment can be made in favor of “CDC Trustee – “(Name of fund)”