Literature & Forms

Investor Charter

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Soft Dollar

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Cancellation of SIP-FORMS-V

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C-KYC (Individual)-V

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C-KYC form Non Individual-V

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Consent form - Consent form unrelated person, Consent form Joint Holder MFD-V

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Declaration Form For Third Party Payment-V

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FATCA, CRS and supplementary KYC self certification form-V

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NPO-Declaration_Form-V

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Request for Direct Credit OR NEFT of Brokerage Form-V

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SIP OTM Registration Form-V

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UBO-Form-V

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Distributor Empanelment Form

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Declaration Form For Third Party Payment

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Change in Bank Account Form

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Change of Name and Signature

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Supplementary CKYC (For Individuals Only)

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SIP NACH REGISTRATION FORM

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Cancellation of SIP

Download

Form 15H

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Multiple Bank Accounts Registration

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Distributors Empanelment Form

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Change of Bank Mandate - For SIP

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Common Transaction Slip

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Form for providing Minor’s Date of Birth & Details of the Guardian

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Change of Broker and RIA code

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Form T1 for Deletion of Name of Deceased 2nd or 3rd Jt.Holder

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Form T2 for Transmission of Units - Where the 1st holder is Deceased

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Form T3 for Transmission Request for Nominee Legal Heir

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Form T4 for Transmission Request for change of Karta upon demise of regd Karta

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Form T5 for Transmission Request where HUF is dissolved upon demise of Karta

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Request for change in Guardian of Minor Unitholder

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C-KYC form (Non Individual)

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Minor to Major Change Request

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Change in Name (Non Indivudals) Form

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US Declaration

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Annexure-I-Bank Attestation of Signature

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Annexure-Ia_Bank Attestation of Signature & bank account details

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Annexure-Ib_Bank Attestation of Signature of the new Karta

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Annexure-II - Bond of Indemnity to be furnished jointly by Legal Heirs for Transmission without Legal Representation

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Annexure-III Individual Affidavits to be given by ALL the Legal Heirs

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Annexure-IV NOC from other legal heirs

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Annexure-V -Indemnity from coparceners for change of Karta

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Multiple Bank Accounts Registration Form

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EUIN Declaration Form

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Revalidation of Redemption Form

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Additional Declaration by Distributor

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Common Aadhaar Linking Form Individuals

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Common Aadhaar Linking Form Non-Individuals

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Consent form from investor for MFD as Joint Holder

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Declaration cum Remediation Form for EUIN

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Distributor AUM Transfer Form

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Folio Consolidation Request Form

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Email and Contact Number Updations Form

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Distributor Common Non-Financial Transaction Request Form

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Form 15G

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Lien Marking Format

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Lien Removal Format Form

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Nomination Form for Distributors

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OTM Cancellation Form

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POA Registration Form

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POA Cancellation Form

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Request for Direct Credit OR NEFT of Brokerage Form

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RIA Consent Form

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SIP PAUSE Form

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FRESH NOMINATION AND CHANGE OF EXISTING NOMINATION-FORMS

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Annexure 1a & 1b - Sample of letter to be sent by Transferor MFD to MF clients to inform about change of ARN

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Annexure 2 - Application form for Transfer of AuM to be submitted by Transferor

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Annexure 3 - Application for Transfer of AuM - Covering letter to RTAs

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Annexure-4 - Declaration be submitted by Transferee MFD

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Annexure 5 - Application form for Transfer of AuM to be submitted by Nominee & Legal heir of deceased MFD

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Systematic Withdrawal Plan (SWP)

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Annexure 1(C ) -Sample of letter to be sent to MF clients of deceased MFD for change of ARN code

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Systematic Transfer Plan (STP)

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Non Financial Transaction Form

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Tax Status Change Form

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Annexure-6 - NOC from other legal heirs for transfer of AUM in favour of one of the legal heirs

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Annexure-7 - Individual Affidavits to be given by ALL the Legal Heirs

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Annexure-8 - Bond of Indemnity furnished jointly by all Legal Heirs for Transfer of AUM without Legal Representation

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Annexure-9 - Bank Attestation of Signature & bank ac details of legal heir

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Annexure VI - Bond of Indemnity by surviving member of dissolved HUF

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C-KYC (Individual)

Download

UBO-Form

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NPO-Declaration Form

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SIP OTM Registration Form

Download

FATCA, CRS and supplementary KYC self certification form for Non-Individuals

Download

ASBA Form

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FATCA & CRS declaration form for Individual

Download

SIP Modification Form

Download

wealth company

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