Capital Alliance Investments Fund Transfer
Click here to learn how to do your first investment
To do a fund Transfer (CEFT) under 5 million, please transfer to the below account;
| Capital Alliance Investments Ltd | 003010550558 |
You can also transfer directly to any of the below accounts to create units in a particular fund.
Please perform;
SLIP transfer for investment value below LKR 5 million
RTGS transfer for investment value above LKR 5 million
Transfer your investment to one of the accounts below and save the fund transfer confirmation.
Bank: Hatton National Bank PLC [Code – 7083, SWIFT Code – HBLILK LXXXX]
Branch Code – 003 [Head Office]
| Fund Name | Current A/C |
|---|---|
| CAL Fixed Income Opportunities Fund | 003010550451 |
| Capital Alliance High Yield | 003010550460 |
| Capital Alliance Investment Grade Fund | 003010550479 |
| Capital Alliance Medium Risk Debt Fund | 003010550488 |
| Capital Alliance Quantitative Equity Fund | 003010550497 |
| Capital Alliance Gilt Trading Fund | 003010550503 |
| Capital Alliance Corporate Treasury Fund | 003010550512 |
| Capital Alliance Balanced Fund | 003010550521 |
| Capital Alliance Gilt Money Market Fund | 003010550530 |
| Capital Alliance Gilt Fund | 003010550549 |
| Capital Alliance Income Fund | 003010550567 |
You’re required to enter the client code and/or NIC number in the beneficiary remarks field during the fund transfer and save the confirmation as a PDF or screenshot.
Please note that we do not accept/remit funds from/to third party accounts. Kindly ensure fund transfers take place from registered bank accounts under your unit trust client code.
Please do not hesitate to get in touch with us on 011 760 2525 for any further assistance.