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Mutual Fund Forms

Downloads
Forms
Sr.No. Caption Download
1 Trading & Demat Account Opening Form For Individuals
2 Trading & Demat Account Opening Forms For Non-Individuals
3 DEMAT Multiple Holder Account Opening Form
4 FATCA - INDIVIDUAL
5 FATCA - Non-INDIVIDUAL
6 Client Account Modification Details Form
7 Signature Change Form
8 Nominee Form
9 Senior Citizen Trading Declaration Form
10 Declaration For Email And Mobile
11 Depository Fees Structure for Individual
12 Depository Fees Structure for Non Individual
13 Authorisation form
14 SLBM
15 MTF
16 UBO-FORM
17 KRA – Annexure B Individual
18 KRA – Annexure C Non – Individual
19 Dematerilization Form
20 Pledge Hypothecation
21 Offline to Online Conversion
22 Transmission Form
23 Transposition form
24 Framework for Freeze/Block of online access to trading account
25 BSE StAR MF – Consent form
26 Bank Mandate Form
27 NRI to RI
28 Residential change status
29 NSDL & CDSL Beneficiary Addition Form
30 DIS Booklet Reissuance Form
31 Change of name of Karta due to death
32 Name Deletion in Joint Account Upon Death
33 IDBI Capital Trading and Demat Closing Form
Software
Sr.No. Caption Download
1 Download Infinity EXE
2 JAVA Download
3 Internert Explorer 8 (Higher version)
4 Google Chrome
Circulars
Srno Caption Download
1 NSE circulars
2 BSE circulars
3 SEBI circulars
4 CDSL circulars
5 NSDL circulars
6 SOP in case of demise of an investor
7 SEBI - Norms for sharing of real time price data to third parties
8 SEBI - Safeguards to address the concerns of the investors on transfer of securities in dematerialized mode
Vernacular Language
Download Client Registration Documents (Rights & Obligations, Risk Disclosure Document, Do's & Don't's) in Vernacular Language
Assamese Bengali Gujrati Hindi Kanada
Kashmiri Konkani Malyalam Marathi Oriya
Punjabi Sindhi Tamil Telegu Urdu
Note:"This document is a translated version of the client registration documents in English and is being provided in vernacular language to facilitate better understanding by the investors. In case of any ambiguity, the contents of the English version would prevail."
Rights and Obligations
Srno Caption Download
1 Rights and Obligations
Mutual Fund Forms
Srno Caption Download
1 Reconversion MF DEMAT to SOA
2 Conversion of MF SOA to DEMAT
3 MF Repurchase/Redemption Form – IN300450
4 MF Repurchase/Redemption Form – IN300079
5 BSE StAR MF – Consent Form