How to Invest | Ceybank

Introduction

About Our Portal

At Ceybank Asset Management, we've made investing seamless, secure, and accessible through our dedicated online investment portal. Whether you're a high-net-worth individual, a corporate entity, or an overseas Sri Lankan looking to manage your wealth back home, our platform offers a smooth digital onboarding and investment experience.

We offer tailored financial solutions to help individuals and businesses achieve their financial goals. With a team of experienced advisors, we prioritize your financial success through strategic planning, investment management, and risk protection.

Benefits

Our Benefits

Here are three key benefits of the Ceybank Investment Portal — ideal for highlighting on your homepage or onboarding section to attract and guide new clients:

Seamless Digital Onboarding

Open your investment account fully online. Complete KYC, upload documents, and start investing without visiting a branch.

Real-Time Portfolio Access

Track your investments anytime. View fund performance, allocations, dividends, and statements through a secure dashboard.

Diverse Investment Options

Access Ceybank Unit Trust Funds, fixed income products, government securities, and more — all in one place for growth, income, or capital preservation.

Individual

Individual Local Investors

EXISTING INVESTORS (LOCAL)

Existing Investors can make subsequent investments via the Investor Portal

NEW INVESTORS (LOCAL)

New Investors can register on the online Investor Portaland proceed to invest and make other transactions on the portal

For Investors who prefer to transact offline,

please call our Telephone contact 0117602000 or email us on customercare@ceybank.com

The following documents and actions are required to register and invest in Ceybank Funds

1.Choose Your Application Method

🔹 Online: Register and complete your application through the Ceybank online portal
🔹 Physical: Download and complete the application form to submit in person. Download

2.Provide the following Documents:

🔹 Copy of NIC or Passport
🔹 For minors: Birth Certificate and NIC/Passport of guardian
🔹 Proof of residence (if different from the NIC address)
🔹 Proof of bank account

3.Submit your Application

🔹 Online: Upload the completed form and documents via the portal.

🔹 Physical: Submit to:

Ceybank Asset Management Ltd

85 York Street, Colombo 01

Open a Ceybank Fund Account

Complete an application form for each fund you choose

(To download the application, simply press the ”Download” button)

Download

Individual Form

Include:

NIC or Passport copy
Birth Certificate + NIC/Passport of guardian (for minors)
Submit to: Ceybank Asset Management Ltd, 85 York Street, Colombo 01

Make a Payment

Direct Transfer to Bank of Ceylon, Account No. 8223
Deposit Cash at any BOC branch & forward the deposit slip to us or upload from the portal.
Deposit Cheque Payable to Ceybank Asset Management Ltd and forward it to us
Include reference (ie: NIC no.) in deposit slip or Transfer.
Once the transfer is completed, investors may submit their Investment Form either online through our portal (portal link) or physically at our office.

Individual

Foreign Investors

Investing in Ceybank Unit Trusts

Foreign Investors are required to invest through an Inward Investment Account (IIA) with a licensed commercial bank in Sri Lanka (BOC recommended). This allows foreign investors to repatriate monies to their home country.

To Register:

(Setp 1) Open a Ceybank Fund Account – download and complete an application form and register with us (download)

(Setp 2)

Provide following Documents:

Passport copy
Birth Certificate + Passport of guardian (for minors)
Copy of valid Visa/permit
Proof of Bank Account
(Setp 3)Submit to: Ceybank Asset Management Ltd, 85 York Street, Colombo 01

Download

Individual Form

Include:

NIC or Passport copy
Birth Certificate + NIC/Passport of guardian (for minors)
Submit to: Ceybank Asset Management Ltd, 85 York Street, Colombo 01

Make a Payment

Instruct Bank that holds the Inward Investment Account (IIA) to transfer to Bank of Ceylon, Account No. 8223
Complete the Investment Form, submit it to us, and notify Ceybank of the transfer.
Once the transfer is completed, investors may submit their Investment Form either online through our portal (portal link) or physically at our office.

CORPORATE

CORPORATE INVESTORS

Register and open an account with Ceybank- download and complete an application form and register with us
Provide required documents as mentioned in the Corporate KYC Form
Submit to Ceybank Asset Management Ltd, 85 York Street, Colombo 01 or email to us

Make a Payment

Transfer funds and inform Ceybank. of the transfer.
Once the transfer is completed, investors may submit their Investment Form either online through our portal (portal link) or physically at our office.

Download

KIID

KEY INVESTOR INFORMATION DOCUMENT

Download

Contact Info

More Business Info

Ceybank Asset Management Ltd

Ceybank Asset Management Ltd. No 85,York Street,Colombo 01,Sri Lanka.

Call: 011 760 2007

Fax: 011 268 3095

Mail: customercare@ceybank.com

Web: www.ceybank.com

Regional officesCORPORATE INVESTORS

Kandy, Galle, Jaffna, Negombo, Kurunegala

Start your investment journey today with CeyMIPs.

Because dreams deserve a plan.