Literature & Forms

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

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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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Declaration cum Remediation Form for EUIN

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Distributor AUM Transfer Form

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Distributor Common Non-Financial Transaction Request Form

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Nomination Form for Distributors

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Request for Direct Credit OR NEFT of Brokerage Form

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

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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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Distributor Empanelment Form

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