IBAN No (mandatory)

Please fill this form for us to be�er understand your investment goals according to your needs. On the basis of the information you provide, we can suggestyou a customized solution. Please tick the boxes as per your choice.

1 Age (In Yrs.) 2 Marital Status 3 No. of Dependents

Below 40 6 Points Single 6 Points Zero 6 Points

41-50 3 Points Married 2 Points Below Four 3 Points

51-60 1 Points Divorced/Widow 0 Points Four to Seven 1 Points

Above 60 0 Points Above Seven 0 Points 4 Occupation 5 Qualifica�on 6 Your Risk Appe�te

Re�red / Unemployed 0 Points Matricula�on or Below 0 Points Very High 12 Points

Student/House Wife 1 Points Intermediate 1 Points High 10 Points

Salaried 3 Points Graduate 2 Points Moderate 6 Points

Business/Self Employed 6 Points Post Graduate 3 Points Low 4 Points

Doctorate 4 Points Very Low 0 Points

7 Your Investment Objec�ve 8 Years to Re�rement

Capital Preserva�on 4 Points 0 - 10 Years 4 Points

Capital Preserva�on & Income 8 Points 11 - 20 Years 6 Points

Income and long-term Growth 12 Points 21 - 30 Years 10 Points

Capital Growth 14 Points 30 + Years 12 Points

9 Your current level of Investment Knowledge 10 Your current financial posi�on: In a year or so, how secure do you feel your finances will be?

Li�le or no knowledge 0 Points Very Secure 0 Points

Some Knowledge 2 Points Somewhat Secure -2 Points

Both Knowledgeable and 4 Points Experienced in investing

Not Sure -4 Points

Likely Worse -8 Points

SCORING OF RISK PROFILING RESULTS Question # 1 2 3 4 5 6 7 8 9 10 Total Your Score

Name and Signature of Par�cipant

Name of Sales Person Name of Regional / Zonal Manager

Signature Signature

RISK PROFILING QUESTIONNAIRE FOR VPS INVESTOR

Your Por�olio

0-25

Score Type of Investor Risk Profile Suitable Investment in Plan/Scheme

26-35

36-43

44-50

51+

Secured Oriented

Safety Oriented

Balanced Conserva�ve

Moderate Growth

Growth Oriented

Very Low

Low

Moderate

Medium

High

Low Vola�lity Alloca�on SchemeLife Cycle Alloca�on Scheme withLow Risk Tolerance

Life Cycle Alloca�on Scheme withModerate Risk Tolerance

Lower Vola�lity Alloca�on Scheme

High Vola�lity Alloca�on SchemeLife Cycle Alloca�on Scheme withHigh Risk Tolerance

Medium Vola�lity Alloca�on Scheme

I declare that I understand that this risk profiling ques�onnaire will help me assess my risk appe�te based on the informa�on provided by me. I am aware that my financial needs may change over �me depending on my personal and situa�on objec�ves. I also understand that this ques�onnaire does not cons�tute, in any manner, advice given by the Company. I shall be solely responsible for all my current and future investments and realloca�on transac�ons if these transac�ons are not in accordance with my above-men�oned risk profiling results. I will not hold the Company liable or responsible for these transac�ons in any manner. Further, I hereby confirm that all informa�on provided in this form is true to the best of my knowledge.

ASSET ALLOCATION DETAILS .::-�J'J4:1�J

Please select the Allocation Scheme according to which your Contributions shall be allocated in the Sub-Funds of Atlas Pension Fund/ Atlas Pension Islamic Fund. _(Li.,V�i,'Jt'..;:IS'J'-;--•.f.z;....(iv1�_,A1J;;�../,J.11,,LJ.,ef.,.,lf·11,'fr,Jf}.,jvL1-1.

Note: You are requested to please read the relevant Offering Document and the details of each Allocation Scheme provided seperately to fully understand the risk/ return profile of that Scheme and are also advised to complete the risk assessment questionare to assess your own risk tolerance profile before making any selection.

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Please note that you can select any one of the below mentioned Schemes for allocation of your Contributions. -LJ.1'2:J'.,.,if·11,'frJ,!1,--9-f j'iJ,ti..Li/."LJ!-"?J,1-;--1

Please tick the box corresponding to your chosen Allocation Scheme and fill in the percentages.

Atlas Pension Fund Atlas Pension Islamic Fund

Type Equity Debt Money

Equity Debt Money

Market Market Sub Fund Sub Fund

SubFund Sub Fund Sub Fund

Sub Fund

D High Volatility Allocation Scheme (min)65% (min) 20% Nil (min) 65% (min) 20% Nil

frJ41,;1,,i., --

% __ % __ % --

% --

% __ %

D Medium Volatility Allocation Scheme (min) 35% (min)40% (min) 10% (min) 35% (min)40% (min) 10%

frJ:l11c.1;1;, --

% __ % __ % --

% --

% __ %

D Low Volatility Allocation Scheme (min) 10% (min) 60% (min) 15% (min) 10% (min) 60% (min) 15%

frJ,!1u,C'f --

% __ % __ % --

% --

% __ %

D Lower Volatility Allocation Scheme Nil (min)40% (min) 40% Nil (min) 40% (min) 40%

(-'i,Jf}.,1,11.,1; --% __ % __ %

--%

--%

--%

D Customized Allocation Scheme Range 0-100% 0-100% 0-100% 0-100% 0-100% 0-100%

frJ4,i1u--1 --

% __ % __ %--

%--

% __ %

D Life Cycle Allocation Scheme withHigh Risk Tolerance

fr,Y-}.1.f vJvALL/�1),1.J:,,.,1;

D Life Cycle Allocation Scheme with% fixed as provided in the attached details

Moderate Risk Tolerance

frJ:!1,.f vJtJ..ivLLJ'..::.,;,,,_,.J:,,i,'.,_,,L!(,, -.:;:-�!1l:;i.J!.::,t,L;.4�....(C..:,.(l.;;<f..,...-(;:,.f�

D Life Cycle Allocation Scheme withLow Risk Tolerance

fiJ4,.f vJtJ..ivLL/..::.,;,,,_,...t,,f

Note: If Participant does not choose any Allocation Scheme, his Contribution would be allocated according to profile and age ofthe Participant in life cycle Allocation Scheme until such time the Participant selects any Allocation Scheme.

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If the Participant does not allocate the percentages, the Pension Fund Manager shall at its discretion allocate the remaining 15% in theselected Allocation Scheme as they deem appropriate. -b"<--,/�J.11,,.C.c.1Lf'v"',._t.frJ4,,fJ.,.;;:15•10111/J.u.,L,�'v"''}'z;�._t...::.,,,...JLhci." .....,..i,:.C.,i,'"'(/

INSTRUCTIONS .::-�11

1. Please send my Account Statement/ Acknowledgement Reciept -v./Jv,1{J.;..,,,,.:,-.:-';/#1..v51(1,J/.l3VL'-1.OAt my mailing address []At my email address D Provide me web access to view online.

ef Jv,'{�LL/J,...,Jil<.../. {J.,�1J::iJ,"-'/. ef b,'J.,�1-,,.:,-d-.C..!{,Jvc.11 2. Please remind me ofmy Contribution dues through: 4-1/4J.;..,,,,.:,Jf"k0d!-"}'tu/.Ll3VL'-1.OMail at my mailing address efJv,,"'�.C.L/J,...,JiJ"-'/. DE-mail J::u, OsMS J.1(-1J., Telephonic reminder at my: c.1e�,�l3H D Office No.Jr _______

OResidential No. (ff,______ Between (Timing) _____ i.:,11(,JJLs:.,liJI

Date: _______________  

  The Manager Investor Services  Atlas Asset Management Limited  Ground Floor, Federation House,  Shara‐e‐Firdousi, Clifton,  Karachi. 

Subject: Insurance/ Takaful Coverage 

 

Dear Sir,  

This is in reference to my contributions in ________________________________, I would like to 

confirm as follows: 

 

             I want to avail insurance/ takaful coverage and thereby agree for deduction of insurance 

premium from   monthly contribution.  

             I do not want to avail insurance/ takaful coverage and want 100% waiver of Sales load. 

 

Yours truly, 

 

 ______________________                                                                                         

 Name & Signature of Participant 

______________________ 

 CNIC No.