Portal UT User Guide

Register using your NIC, mobile number/email at portal.cal.lk

If you already are a CAL client, please remember to use the mobile/email and NIC used in your customer application.

If you have already registered, please skip to the next page!

For any support during registration please call Charles on or email at charlesh@cal.lk

If you have already registered, use your registered NIC and password to login.

For any support during registration please call Charles on or email at charlesh@cal.lk

a) View you investment balance across Equity, Treasury , Unit Trust Funds and Private Wealth Management portfolios

[click on each tab for details]

b) Submit your Unit Trust Investments or Redemption requests instantly

c) If you want to sign up for any of our products such as Equity, Unit Trust Funds or Treasuries please click “Signup for this Product” link under the relevant product and follow the instructions (Please have digital copies of your NIC, Billing Proof and recent Bank Statement ready to upload)

UNIT TRUST FUNDS

View details of your transactions and investment portfolio in Unit Trust Funds at Capital Alliance Investments

UNIT TRUST CREATIONS

Submit your Unit Trust Investments/Creation

You can submit a creation request by entering the mandatory details including attaching a screenshot or image of the bank deposit/transfer receipt.

After entering the details and pressing the “Create” button, you will be directed to a request confirmation screen where all the details can be double checked for accuracy and the final request submission can be done.

Client is responsible for ensuring the accuracy of all information submitted through this portal including, but not limited to, client code, sub-account, bank account number and amount, and CAL bears no responsibility in this regard. In case of any difficulty/inaccuracy, please contact us via email to investments@cal.lk

You will receive a Unit creation confirmation email when the units have been successfully created. This will also reflect on your CAL Portal online closing balance within one working days after creation.

UNIT TRUST REEDEMPTIONS

Submit your Unit Trust Investments/Creation

You can submit a redemption request by entering the mandatory details, please double check if your bank details are reflected correctly

After entering the details and pressing the “Redeem” button, you will be directed to a request confirmation screen where all the details can be double checked for accuracy and the final request submission can be done.

Client is responsible for ensuring the accuracy of all information submitted through this portal including, but not limited to, client code, sub-account, bank account number and amount, and CAL bears no responsibility in this regard. In case of any difficulty/inaccuracy, please contact us via email to investments@cal.lk

You will receive a Unit redemption confirmation email when the units have been successfully created. This will also reflect on your CAL Portal online closing balance within one working days after creation.