To open your fund account with a provider, you’ll need proof of your identity including your national identity card number or passport number as well as the usual address and residence checks to ensure you comply with money-laundering rules. Of course, you’ll also need all your debit card details to be able to transfer the cash into the provider's fund account once it’s all set up.
Eventhough many providers in Sri Lanka do not let you complete the whole process online – application, confirmation and investment – as well as offer a user-friendly account to keep a check on its performance, there are several providers who have gone upto this step.
You can also apply through our rightBETA website and you will complete the whole process instantaneously once your details have been properly checked.
Use our fund supermarket page. You’ll be able to benefit from a discounted initial front end charge in certain cases. In some instances, you may not have to pay anything at all.
Using a discount broker or fund supermarket like rightBETA.com also means you can easily keep a close eye on your investments and their performance – if you spot a few months’ poor performance, then you can shuffle your fund portfolio or simply sell the underperforming fund.
