Forms
Download account opening, transaction, compliance, and investment forms. Print, fill out, and submit the required forms to get started.
Account Opening
Account opening Form for Individual Investor/ Sole Proprietor
Individual investors/ Sole Proprietor can use this form to open a account.
Account Opening Form for Institutional Investor
Institutional investors can use this form to open a corporate or institutional investment account.
Sahulat Sarmayakari Account Opening Form
Open a Sahulat Sarmayakari account designed for individual investors seeking simplified investment access.
Investment
BMA Investment Form
Submit this form to make a new investment or add to your existing investment portfolio.
Transaction
Transfer of Units Form
Use this form to request transfer of units between eligible account holders.
Service Request Form
Use this form to submit account and service-related requests to BMA Investment Advisors.
Conversion Form
Request conversion of units between different funds using this form.
Redemption Form
Use this form to request a partial or full redemption from your investment account.
Compliance
Know Your Customer (KYC) Form
Mandatory KYC form required for regulatory compliance and identity verification.
FATCA Form
Foreign Account Tax Compliance Act self-certification form required for all account holders.
Need Help?
Download and print the required forms, fill them out completely, and submit them to our office or through your designated representative. If you need assistance completing any form, please contact our support team.