General
What is a Mutual Fund?
Mutual funds are investment vehicles that pool money from several investors to invest in various securities such as stocks, bonds, real estate, and money market instruments.
What is a Unit Trust?
A Unit Trust is an unincorporated mutual fund established under a trust deed with investors as the trust’s beneficiaries. Fund managers run the unit trust, and trustees are often assigned to ensure that the fund is run according to its goals and objectives.
Are Mutual Fund regulated?
Yes. Mutual funds are registered and regulated by the Securities and Exchange Commission (SEC) to ensure they meet certain standards and disclose complete information to current and potential investors.
Who is a trustee?
A trustee is appointed to protect the interests of the unit holders (investors) and ensure that the Fund Manager complies with and administers the Fund according to SEC Rules and Regulations and the Trust Deed.
Who is a unit holder?
A unit holder is an investor who owns one or more units in an investment trust.
What does NAV mean?
Net Asset Value is the total value of a mutual fund’s assets, less all its liabilities.
How do I subscribe?
You can complete the onboarding process online and fund your account. Once this is done, you can select the fund and invest.
Do I get a proof of Ownership for each investment?
Yes, an e-certificate will be sent to your registered email address after each investment.
Can I top-up my Funds at any time?
Yes. You can add to your investment at any time. Same-day value investments received before 12:00 pm on a business day.
Who can invest in the Mutual Fund?
Individuals, institutions, corporate clients, and cooperative societies/clubs can invest in the mutual fund.
How safe is my investment in the Mutual Fund?
No investment is without risk: Mutual funds all have some level of risk, so make sure the fund you choose matches how much risk you are willing to take. The Fund Managers follow a strict guideline for allocating the Fund’s assets. This makes sure that the Fund’s assets are diversified to reduce risk. The assets are also held by a custodian as an extra layer of security.
Can I invest in more than one Fund?
Yes. You can
Is my principal guaranteed?
The mutual fund focuses more on capital appreciation rather than capital preservation. Hence, clients are advised to invest on a medium to long term basis.
Is there a tax on my investment?
Yes, a with holding tax is charged on income generated from your investment.
Can I open an account for my children or have beneficiaries?
Yes, you can
Can I view my investments on the platform?
Yes, a client portal is available for you to monitor your investment.
Financial Security
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1. How do you keep my money safe??
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2. What happens to my money if CPAM is acquired, or closes ?
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Getting Started
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1. What are your fees?
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2. How does CPAM work?
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3. Do you conduct credit checks on your clients?
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4. Do I need to buy a new license for a subdomain ?
If you are going to use the item on one domain or multiple subdomains, you only require one Regular Licence. However, if you are going to use the item on multiple domains, then you will need to purchase a Regular Licence for each domain.