- Log in to your Online Banking account.
- Click on “Add Icon (+)” under the “Savings & Investments” section, or the “Investment Funds” section if you have existing funds, or from “Request Center”, then click on “Buy Investment Funds” button.
- Once you select “Investment Fund” section, you will be directed to the risk profiling questionnaire.
- Click on "Next” to start answering the risk profiling questionnaire.
- Once you complete the risk profiling questionnaire, you will get your investment risk rating and a list of recommended funds based on your responses.
- If you wish to select funds other than the recommended ones, please visit the nearest branch.
- Select one of the recommended funds to subscribe, once you select the requested fund, you will see the fund’s features along with a “Learn More” button. By clicking “Learn More,” you will view the fund’s prospectus, updated fact sheet, and terms and conditions.
- Select the type of purchase, whether by amount or by unit.
- Select the account to be debited.
- Read the terms and conditions.
- Check the box to agree to the terms and conditions.
- Check the box to agree to participate in the funds’ Shareholders Union.
- Click on "Continue” to review the order summary.
- Read the order summary.
- Click on “Confirm” to submit your subscription order.
- You will be directed to a confirmation page, where you can download the order receipt by clicking on “Download” button.
- Log in to your Online Banking account.
- Click on “Add Icon (+)” under the “Savings & Investments” section, or the “Investment Funds” section if you have existing funds, or from “Request Center”, then click on “Buy Investment Funds” button.
- Once you select the “Investment Fund” section, you will be directed to the risk profiling questionnaire.
- Click on "Next” to start answering the risk profiling questionnaire.
- Once you complete the risk profiling questionnaire, you will get your investment risk rating and a list of recommended funds based on your responses.
- If you wish to select funds other than the recommended ones, please visit the nearest branch.
- You will be directed to a confirmation page, where you can download the order receipt by clicking on “Download” button.
- Select one of the recommended funds to subscribe, once you select the requested fund, you will see the fund’s features along with a “Learn More” button. By clicking “Learn More,” you will view the fund’s prospectus, updated fact sheet, and terms and conditions.
- Select the type of purchase, whether by amount or by unit.
- Select the account to be debited
- Read the terms and conditions
- Check the box to agree to the terms and conditions
- Check the box to agree to participate in the funds’ Shareholders Union
- Click on "Continue” to review the order summary
- Read the order summary
- Click on “Confirm” to submit your subscription order
- You will be directed to a confirmation page, where you can download the order receipt by clicking on “Download” button
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