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Literature & Forms
Application & Service Request Forms
Editable Forms
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Investor
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Distributor
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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Investor
Distributor