Client Update Form (Individual)

#Halalinvestments

Thank you for choosing Lotus as your preferred Fund Manager. Please take a moment to update your information on your profile by completing the following steps:

Step 1: Please fill out the required personal details.

Step 2 to 6: Follow these steps and fill out only relevant updates or changes.

To ensure a smooth update process, please upload the necessary supporting documents.
To change Investor name, we require the following documents to be uploaded in Step 6: Document Upload

1. Recent passport photograph
2. Sworn affidavit for change of name
3. Newspaper publication for the change of name
4. Marriage certificate (if the change is due to marriage)
5. Signature
6. A valid government-issued ID card in the new name (NIMC slip/card with NIN, Drivers license, Int'l passport, Permanent voters card)

Please note that we require the original investment certificate or an executed indemnity form for name update on the Halal Investment Fund.
To change your residential address, we require the following documents to be uploaded in Step 6: Document Upload:

1. Recent passport photograph
2. Utility bill not older than three months
3. Signature
4. A valid government-issued ID card.
To change your Bank Details, Telephone Number or Email Address, we require the following documents to be uploaded in Step 6: Document Upload:

Recent passport photograph Signature
Valid government-issued ID card.