How to become an investor?
How can one purchase shares of UkrSib Stable Investment Fund and UkrSib Strategic Investment Fund in the primary market? Step one. Take a decision to purchase shares.
The investor who wants to purchase the shares of the fund should:
a) specify the total amount to be invested (minimum amount is UAH 1,000)
b) fill out the application to purchase shares of UkrSib Stable Investment Fund, UkrSib Strategic Investment Fund
c) fill out the Buyer’s questionnaire.
Step two. Open a security account and a UAH current account.
The investor who wants to purchase shares of UkrSib Stable Investment Fund, UkrSib Strategic Investment Fund should have a security account with the Custodian where the Fund shares will be placed following their purchase.
In case the investor does not have a security account, JSIB UkrSibbank offers to open this account using a special tariff.
You can open a current account in UAH at your closest outlet of JSIB UkrSibbank.
Step three. Conclusion of the security purchase agreement.
Based on the parameters specified in the application to purchase shares and information provided in the Buyer’s questionnaire, the asset management company’s employees will prepare an agreement to purchase the Fund shares.
You can fill out the Application and Questionnaire and sign all Agreements needed to purchase the Fund shares in the office of CJSC Asset Management Company UkrSib Asset Management at 3 Sholudenko St. (4th floor), Kiev Telephone: (+38044) 537-50-56, fax: (+38044) 537-50-74 and 2/12 Andreevskaya St.
Investors who do not live in Kiev can send the package of necessary documents by mail to 04116, 3 Sholudenko St. Kiev, CJSC Asset Management Company UkrSib Asset Management.
For the purposes of agreement preparation the investors shall provide the documents listed below:
Individual investors need to provide the following documents:
- passport
- the tax identification number certificate
- notarised consent of the spouse to the purchase of the Fund shares; if the spouse can visit the Company office together with the investor, no notarisation of the consent is required.
Legal entity investors need to provide the following documents:
- notarised copy of the Articles of Association, Charter, Foundation Agreement or another relevant document
- notarised copy of the Registration Certificate
- a document confirming the election (appointment) of officials authorized to act on behalf of the legal entity without a power of attorney, or a notarised copy of this document when the legal entity is represented by an authorized individual, a notarised power of attorney or a notarised copy thereof should be provided together with a copy of this document certified by the legal entity
- a certificate stating the hryvnia account details in a bank within Ukraine
- an ID of the manager of authorized representative (the person who will sign the application)
- a license (if any) to perform professional activities in the securities market or a notarised copy thereof.
Step four. Purchase of securities in the primary market.
Having signed the purchase agreement and opened a security account the investor should pay for shares to be purchased:
a) if paid in cash: to the cash desk of any outlet or branch of JSIB UkrSibbank on the Fund account No 2650 1001 116800 with JSIB UkrSibbank, MFO 351005;
b) if paid from the investor’s current account: on the Fund account No 2650 1001 116800 with JSIB UkrSibbank, MFO 351005.
At the same time, the investor should provide the Custodian with an instruction to enter purchased shares into hid security account.
Please refer your questions in respect of purchase of shares with UkrSib Stable Investment Fund to:
Larisa Abramova, tel.: 8 (044) 537-50-56 (multi-channel).
Alla Kudrya, tel.: 8 (044) 537-50-56 (multi-channel).
