Rated AM1 by VIS & PACRA

What documentation is required to set up a Separately Managed Account (SMA) for Corporations?

  1. Memorandum & Articles of Association
  2. List of Directors
  3. Board Resolution (preferably in favor of AAML) to onboard an Investment Advisor (optional)
  4. Form A, Form 29, Certificate of Incorporation
  5. CNICs of Directors and authorized signatories
  6. Latest Audited Financials