GD Perform-Max has been designed with an aim to utilize the fund of investors who likes to invest in Equity market for a long term and who want continuous profit with minimum risk bearing.
Product Snapshot
- Opportunity for clients to get higher return by investment in the stock market.
- Professional management of client’s investment portfolio backed by contemporary market research
- Continuous monitoring of capital market changes & active management.
- Risk control & portfolio performance reviews on a regular basis
- Dedicated Relationship Managers and Research Team for Discretionary Portfolio Management Service
- Investors have their consent over taking margin loan; however, the loan ratio will be determined by the PM (Portfolio Manager) based upon the questionnaire data.
- Investors may also have their preference over sector exposure.
- Quarterly reporting of portfolio statements
Fees and charges
| Criteria | Corporate Clients | Individual Clients |
|---|---|---|
| Year of Holding | 1 year | 1 year |
| Minimum Investment Size | BDT 5 MN | BDT 1 MN |
| Account Opening Fee (one off) | BDT 500.00 | BDT 500.00 |
| Documentation charge (one off) | BDT 1500.00 | BDT 500.00 |
Management fee | ||
| BDT 1 MN to BDT 5 MN | 2.00% | 2.00% |
| More than BDT 10 MN | 1.50% | 1.50% |
| Transactional Fee/ Broker fee | 0.35% | 0.35% |
Termination Fee (On the total amount) | ||
| Within six month | 0.60% | 0.50% |
| Between six month to one year | 0.45% | 0.35% |
Pre-matured Withdrawal Charge (On the total amount) | ||
| Within six month | 0.60% | 0.50% |
| Between six month to one year | 0.45% | 0.35% |
Required Documents
Required Documents for Single/Joint Applicant (Resident/Non-Resident)
- 3 Copies Passport size of photographs of A/C holder
- 1 copy Passport size of photographs of Nominee
- Recent Bank Certificate/Statement of A/C holder
- NID/Passport Copy of A/C holder and Nominee
Required Documents for Corporate
- Attested copy of valid Trade License.
- Board resolutions, Article and Memorandum of Association duly attested by the company secretary.
- Board resolutions regarding signatories and operation of the Account.
- Photograph of the Authorize Person(s) / Operator(s)
- Any other papers / documents as deem necessary
- TIN Certificate
We'd Like to Meet You
To arrange a meeting or find out more, please call us on 01954500600
Alternatively, use our contact form and we'll contact you.
Awards
‘GD Planner’
