Literature & Forms

Editor

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Investor Charter

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FATCA & CRS declaration form for Individual

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wealth company

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SIP Modification Form

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

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SIP OTM Registration Form

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NPO-Declaration Form

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UBO-Form

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C-KYC (Individual)

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

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

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

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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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Tax Status Change Form

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Non Financial Transaction Form

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Systematic Transfer Plan (STP)

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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 Withdrawal Plan (SWP)

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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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Annexure-4 - Declaration be submitted by Transferee MFD

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

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

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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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