For Product Labelling & Suitability (Including Risk-o-Meter of Benchmark) and PRC
Matrix For Debt Schemes available on cover pages
Distributor / RIA / PMRN Name and ARN / Code
ARN-
Commission shall be paid directly by the investor to the AMFI registered Distributors based on the investors’ assessment of various factors including the service
rendered by the distributor.
(As per PAN) (Refer Instructions)
(As per PAN) (Refer Instructions)
NRI Investors should mention their Overseas address (Refer instructions).
Contact details belong to family due to investor being,
Self Spouse Dependent Child Dependent Parent Dependent Sibling Guardian In case of Minor
2nd Applicant Name
(As per PAN) (Refer Instructions)
3rd Applicant Name
(As per PAN) (Refer Instructions)
8. NOMINATION (PREFERABLE) OR OPT OUT (AVOIDABLE) Nominee Details or Opt-Out Declaration (by way of tick) is mandatory to process the application.
Nomination OPT-IN (All details in below table is mandatory)
Relationship If Nominee is a Minor*
Nominee Name/s & PAN with Allocation Nominee/Guardian
Date of (%) Signature
applicant Guardian Name & PAN Birth
1
2
3
Address *In case of each Minor as Nominee, please mention Guardian’s relationship with Minor Total 100%
as Mother/Father/Legal Guardian & Attach proof like Birth Certificate/School Leaving Certificate/Passport/Others.
OPT-OUT declaration: I / We hereby confirm that I / We do not wish to appoint any nominee(s) for my mutual fund units held in my / our mutual fund folio and understand the issues
involved in non appointment of nominee(s) and further are aware that in case of death of all the account holder(s), my / our legal heirs would need to submit all the requisite
documents issued by Court or other such competent authority, based on the value of assets held in the mutual fund folio.
Account Demat
Statement Mode
Mode
(Default)
Contact Center: 1800-208-4499 / 1800-200-4499
Name/s mentioned are as per PAN only
Address, Email ID/Mobile are correctly mentioned.
