How to Invest (Create Units) | Scribe

    How to Invest (Create Units)

    • CAL |
    • 0 steps |
    • 55 seconds
      *If you are new to CAL Unit Trust Funds, you can explore the Investment Grade Fund*\ \ First you need to 1. Conduct a **bank transfer** (online or physical) of the investment amount 2. Transfer to one of the following bank accounts (Make sure to Enter your NIC as the **Beneficiary Remark**!) 3. Take a **screenshot/picture** of the transfer confirmation! 4. Do a Creation from your CAL Online Portal - see Step 1 below! Account Name: Capital Alliance Investments Limited\ Account Number: 003010550558\ Bank: Hatton National Bank PLC\ Branch: Head Office ( 003)
      Navigate to [https://portal.cal.lk/](https://portal.cal.lk/)
      Click "Sign In"
      Click "Unit Trust Funds"
      Click "Create Units"
      Select all the relevant details including the Fund you want to transfer funds to, your sub account (select the default if only 1), the date of investment etc.
      Enter the amount you want to invest (same as the amount you transferred to the CAL bank account)
      Select your bank account you made the transfer from
      Upload the fund transfer confirmation
      Select which bank of CAL you transferred funds to
      Click "Create"! Please note that investments done before 9.00 am via the portal will be executed on the same day. For any requests received after 9.00 am, we will execute same on the next working day.
      Please review details and click Confirm
      This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe