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Investor Charter
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Soft Dollar
Cancellation of SIP-FORMS-V
C-KYC (Individual)-V
C-KYC form Non Individual-V
Consent form - Consent form unrelated person, Consent form Joint Holder MFD-V
Declaration Form For Third Party Payment-V
FATCA, CRS and supplementary KYC self certification form-V
NPO-Declaration_Form-V
Request for Direct Credit OR NEFT of Brokerage Form-V
SIP OTM Registration Form-V
UBO-Form-V
Distributor Empanelment Form
Declaration Form For Third Party Payment
Change in Bank Account Form
Change of Name and Signature
Supplementary CKYC (For Individuals Only)
SIP NACH REGISTRATION FORM
Cancellation of SIP
Form 15H
Multiple Bank Accounts Registration
Distributors Empanelment Form
Change of Bank Mandate - For SIP
Common Transaction Slip
Form for providing Minor’s Date of Birth & Details of the Guardian
Change of Broker and RIA code
Form T1 for Deletion of Name of Deceased 2nd or 3rd Jt.Holder
Form T2 for Transmission of Units - Where the 1st holder is Deceased
Form T3 for Transmission Request for Nominee Legal Heir
Form T4 for Transmission Request for change of Karta upon demise of regd Karta
Form T5 for Transmission Request where HUF is dissolved upon demise of Karta
Request for change in Guardian of Minor Unitholder
C-KYC form (Non Individual)
Minor to Major Change Request
Change in Name (Non Indivudals) Form
US Declaration
Annexure-I-Bank Attestation of Signature
Annexure-Ia_Bank Attestation of Signature & bank account details
Annexure-Ib_Bank Attestation of Signature of the new Karta
Annexure-II - Bond of Indemnity to be furnished jointly by Legal Heirs for Transmission without Legal Representation
Annexure-III Individual Affidavits to be given by ALL the Legal Heirs
Annexure-IV NOC from other legal heirs
Annexure-V -Indemnity from coparceners for change of Karta
Multiple Bank Accounts Registration Form
EUIN Declaration Form
Revalidation of Redemption Form
Additional Declaration by Distributor
Common Aadhaar Linking Form Individuals
Common Aadhaar Linking Form Non-Individuals
Consent form from investor for MFD as Joint Holder
Declaration cum Remediation Form for EUIN
Distributor AUM Transfer Form
Folio Consolidation Request Form
Email and Contact Number Updations Form
Distributor Common Non-Financial Transaction Request Form
Form 15G
Lien Marking Format
Lien Removal Format Form
Nomination Form for Distributors
OTM Cancellation Form
POA Registration Form
POA Cancellation Form
Request for Direct Credit OR NEFT of Brokerage Form
RIA Consent Form
SIP PAUSE Form
FRESH NOMINATION AND CHANGE OF EXISTING NOMINATION-FORMS
Annexure 1a & 1b - Sample of letter to be sent by Transferor MFD to MF clients to inform about change of ARN
Annexure 2 - Application form for Transfer of AuM to be submitted by Transferor
Annexure 3 - Application for Transfer of AuM - Covering letter to RTAs
Annexure-4 - Declaration be submitted by Transferee MFD
Annexure 5 - Application form for Transfer of AuM to be submitted by Nominee & Legal heir of deceased MFD
Systematic Withdrawal Plan (SWP)
Annexure 1(C ) -Sample of letter to be sent to MF clients of deceased MFD for change of ARN code
Systematic Transfer Plan (STP)
Non Financial Transaction Form
Tax Status Change Form
Annexure-6 - NOC from other legal heirs for transfer of AUM in favour of one of the legal heirs
Annexure-7 - Individual Affidavits to be given by ALL the Legal Heirs
Annexure-8 - Bond of Indemnity furnished jointly by all Legal Heirs for Transfer of AUM without Legal Representation
Annexure-9 - Bank Attestation of Signature & bank ac details of legal heir
Annexure VI - Bond of Indemnity by surviving member of dissolved HUF
C-KYC (Individual)
UBO-Form
NPO-Declaration Form
SIP OTM Registration Form
FATCA, CRS and supplementary KYC self certification form for Non-Individuals
ASBA Form
FATCA & CRS declaration form for Individual
SIP Modification Form
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