How to Invest (Create Units) | Scribe

    How to Invest (Create Units)

    • CAL |
    • 11 steps |
    • 42 seconds
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      *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 the below bank account (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)
      1
      Navigate to <https://portal.cal.lk/> For instructions for the mobile app [click here](https://cal.lk/how-to-invest-create-units-using-mobile-app/)
      2
      Click "Sign In"
      3
      Click "Unit Trust Funds"
      4
      Click "Create Units"
      5
      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.
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      Enter the amount you want to invest (same as the amount you transferred to the CAL bank account)
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      Select your bank account you made the transfer from\ \ Please note that we do not accept/remit funds from/to third party accounts. Kindly ensure fund transfers take place from your registered bank accounts registered during the account registration.
      8
      Upload the fund transfer confirmation
      9
      Select to which HNB bank account of CAL you transferred funds to
      10
      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.
      11
      Please review details and click Confirm
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      You can also redeem/withdraw your funds and view your investment balance across Unit Trust Funds over time, through our Portal or the CAL Online App. Please inform us of any investment instruction/s before 9.00 am via the portal for same day execution. Your funds will be add/redeemed typically within the day\*\ \ For any investment instruction/s received after 9.00 am, we will execute same on the next working day, and your funds will be add/redeemed typically within that day\*
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      You’re required to enter the client code and/or NIC number in the beneficiary remarks field during the fund transfer. Please note that we do not accept/remit funds from/to third party accounts. Kindly ensure fund transfers take place from your registered bank accounts registered during the account registration.