Downloads

Email Registration

Email Registration - Form

Download

Unclaimed Remption / Dividend Withdrawal Form With Third Unit Holder

Download
Know Your Client

CKYC Individual Form - Revised

Download

Annexure A1

Download

KYC Form - Individual

Download

KYC Form Change - Individual

Download

KYC Form - Non Individual

Download

KYC Form - Non Individual Annexure

Download

CKYC_KRA_KYC_Form_New

Download
Distributors

Consent Letter for RIA

Download

Distributor Empanelment Form

Download

Self Declaration Format

Download
Transmission Documents

AMFI Best Practices Guidelines Circular

Download

Anenxure IA - Bank attestation of account details & account holder's signature

Download

Anenxure IB - Bank attestation of Account details & signature of the new Karta of the HUF

Download

Annexure II - Bond of Indemnity to be furnished jointly by all Legal Heirs including the Claimant

Download

Annexure III - Individual affidavits to be given by all the Legal Heirs

Download

Annexure IV - NOC from other Legal Heirs

Download

Annexure V - Indemnity bond for change of Karta in respect of MF units upon demise of the Karta

Download

Annexure VI - Indemnity bond to be submitted by claimant on dissolution of HUF or demise of Karta

Download

Annexure B

Download

Form for fresh nomination / change of existing nomination / cancellation of nomination

Download

Form T1 - Transmission of units - deletion of names of 2nd or 3rd Joint holder in case of death

Download

Form T2 - Request for transmission of units by surviving Joint Holder/s

Download

Form T3 - Request for transmission of units by Nominee or Legal Heir

Download

Form T4 - Change of Karta upon demise of the Registered Karta

Download

Form T5 - Settlement of claim by surviving members of dissolved HUF upon demise of registered karta

Download
Minor to Major Status Updation

Updated Guidelines w.r.t. Minor's accounts & change in status from Minor to Major

Download

Bank Attestation of Account details and Account Holder's Signature

Download

Form for providing Minor's Date of Birth and details of the Guardian

Download

Request for change in status from Minor to Major

Download

Request for for change in Guardian of Minor Unitholder

Download