Investment in Open-end Mutual Funds (OMFs)




  • Foreign investors are free to invest in OMFs as over the counter (OTC) products through Non-resident Investor's Taka Account (NITA).
  • The funds shall have to be operated under authorization from Bangladesh Securities And Exchange Commission (BSEC).
  • Foreign Exchange Investment Department (FEID), Bangladesh Bank (BB) needs to be intimated within 14 days of the issuance of units of funds in favor of foreign investors including National Board of Revenue (NBRs), Bangladesh.
  • Bangladesh Bank elaborates fund transfer and valuation mechanism-
    • Dividends (net of applicable taxes) earned from OMF are freely creditable to NITAs.
    • Surrender price/sale proceeds of OMF Units may be transferred to NITAs subject to BB approval with recommendation letter from trustee regarding fair value of the funds if less than 30% of total fund being invested in unlisted securities.
    • Surrender price/sale proceeds of OMF Units are transferable to NITAs subject to BB approval along with valuation report if 30% or more of total fund being invested in unlisted securities or fund managers are irregular in weekly public disclosure of NAV.
    • Sale proceeds and dividends from OMF held by NRBs are permitted to transfer to resident BD nationals upon written prayers to funds managers (BB needs to be intimated only).