Yes, please find attached the softcopies of the Unit Trust Onboarding documents for a Joint Account.

Note that the Primary and Joint applicant should fill in joint bank account details. We will also need the following source documents-

  • Clear copy of Primary applicants NIC (front and back) with billing proof (only if address differs from NIC)
  • Clear copy of Joint applicants NIC (front and back) with billing proof (only if address differs from NIC). If minor without NIC with birth certificate
  • Bank account statement with the details (Bank, branch, account number) clearly visible  – as mentioned it should be a joint bank account held by the Primary and Joint applicant