This document is a common application form for residents of India and NRIs/FIIs to apply for investment in mutual fund schemes of Birla Sun Life Asset Management Company Limited. It collects applicant details like name, address, bank account information, PAN, KYC and investment details. Applicants need to select the schemes they want to invest in, choose a plan/option for each scheme and provide details of payment made either through cheque or demand draft. Supporting documents may also need to be submitted along with the application form.
Bnp paribas tax advantage plan application formPrajna Capital
This document is a common application form for investing in mutual funds, which collects information such as applicant details, bank account information, investment details, and includes instructions for completing the form. It requests information such as PAN/KYC details and documents, debit mandate, and acknowledges receipt of the application and investment amount. The form is used to apply for purchase of units in mutual fund schemes and collect relevant identification and transaction information from investors.
This document is a common application form for investing in mutual funds offered by Birla Sun Life Asset Management Company Limited. It collects information such as applicant details, bank account details, communication preferences, and investment details. Applicants need to provide PAN, KYC documents and details of existing investments. The form allows investing in multiple schemes by issuing separate checks or demand drafts for each investment.
This document is a "CI KYC Details Change form" used to update an individual's Know Your Customer (KYC) details on record. It requests the applicant's current details including name, father/spouse name, nationality, income, occupation, address, contact details, and documents for identity and address proof. The form provides instructions on acceptable KYC documents for identity, address, and PAN proofs. It also defines categories like politically exposed persons and exemptions for providing a PAN number. The applicant must declare any changes and sign the form, which is then reviewed and signed off by the office.
This document is a common application form for Deutsche Mutual Fund. It collects information from investors such as personal details, bank account information, investment details, nomination details, and includes sections for SIP enrollment and ECS debit authorization. Upfront commission will be paid directly by the investor to the distributor.
Taurus mutual fund common application form with kimPrajna Capital
This document is a common application form for Taurus Mutual Fund. Some key details:
1) It collects information such as name, address, PAN, bank details from applicants for opening a mutual fund account.
2) There are sections for existing investors to provide their folio details or for new applicants to fill in required identification and contact information.
3) It allows applicants to select mode of holding, occupation and provides checkboxes for communication preferences and PIN facility.
4) Payment details like cheque information and details of one time or SIP purchase are also collected. Applicants need to specify schemes and plans they want to invest in.
Principal mutual fund common application form with kimPrajna Capital
This document is an application form for equity and balanced fund of funds schemes offered by Principal India. It requests information such as applicant details, existing unitholder details if applicable, nominee details, and mode of holding. It also requests contact information and documents required for KYC compliance. The form can be used to make lump sum investments in eligible schemes and allows the option of assigning a personal identification number and nomination of beneficiaries in case of death of the applicant.
Pan application form 49 aa for foreign citizensVINOD ARORA
This document is an application form for an individual or entity not being a citizen of India to apply for a Permanent Account Number (PAN) under section 139A of the Indian Income Tax Act of 1961. The form requests information such as name, gender, date of birth, address, father's name, nationality, source of income, and documents submitted as proof of identity and address. It also contains additional sections for KYC details if the applicant is a foreign institutional investor or qualified foreign investor.
1. The document is an application form for allotment of a Permanent Account Number (PAN) in India.
2. It requests individual/entity particulars such as name, gender, date of birth, address, photograph, signature, and identification and address proofs.
3. Business or income sources and a representative assessor are also to be specified along with an authorization for the application.
Bnp paribas tax advantage plan application formPrajna Capital
This document is a common application form for investing in mutual funds, which collects information such as applicant details, bank account information, investment details, and includes instructions for completing the form. It requests information such as PAN/KYC details and documents, debit mandate, and acknowledges receipt of the application and investment amount. The form is used to apply for purchase of units in mutual fund schemes and collect relevant identification and transaction information from investors.
This document is a common application form for investing in mutual funds offered by Birla Sun Life Asset Management Company Limited. It collects information such as applicant details, bank account details, communication preferences, and investment details. Applicants need to provide PAN, KYC documents and details of existing investments. The form allows investing in multiple schemes by issuing separate checks or demand drafts for each investment.
This document is a "CI KYC Details Change form" used to update an individual's Know Your Customer (KYC) details on record. It requests the applicant's current details including name, father/spouse name, nationality, income, occupation, address, contact details, and documents for identity and address proof. The form provides instructions on acceptable KYC documents for identity, address, and PAN proofs. It also defines categories like politically exposed persons and exemptions for providing a PAN number. The applicant must declare any changes and sign the form, which is then reviewed and signed off by the office.
This document is a common application form for Deutsche Mutual Fund. It collects information from investors such as personal details, bank account information, investment details, nomination details, and includes sections for SIP enrollment and ECS debit authorization. Upfront commission will be paid directly by the investor to the distributor.
Taurus mutual fund common application form with kimPrajna Capital
This document is a common application form for Taurus Mutual Fund. Some key details:
1) It collects information such as name, address, PAN, bank details from applicants for opening a mutual fund account.
2) There are sections for existing investors to provide their folio details or for new applicants to fill in required identification and contact information.
3) It allows applicants to select mode of holding, occupation and provides checkboxes for communication preferences and PIN facility.
4) Payment details like cheque information and details of one time or SIP purchase are also collected. Applicants need to specify schemes and plans they want to invest in.
Principal mutual fund common application form with kimPrajna Capital
This document is an application form for equity and balanced fund of funds schemes offered by Principal India. It requests information such as applicant details, existing unitholder details if applicable, nominee details, and mode of holding. It also requests contact information and documents required for KYC compliance. The form can be used to make lump sum investments in eligible schemes and allows the option of assigning a personal identification number and nomination of beneficiaries in case of death of the applicant.
Pan application form 49 aa for foreign citizensVINOD ARORA
This document is an application form for an individual or entity not being a citizen of India to apply for a Permanent Account Number (PAN) under section 139A of the Indian Income Tax Act of 1961. The form requests information such as name, gender, date of birth, address, father's name, nationality, source of income, and documents submitted as proof of identity and address. It also contains additional sections for KYC details if the applicant is a foreign institutional investor or qualified foreign investor.
1. The document is an application form for allotment of a Permanent Account Number (PAN) in India.
2. It requests individual/entity particulars such as name, gender, date of birth, address, photograph, signature, and identification and address proofs.
3. Business or income sources and a representative assessor are also to be specified along with an authorization for the application.
This document appears to be an application for an individual to become an India distributor for MonaVie, a direct sales company. The application requests contact information for the applicant and their spouse. It also requires the applicant to provide identification documents like PAN card, proof of address, and bank statements. The document states that registration fees will not be collected until the official pre-registration period begins and must be paid by demand draft. The applicant also has the option to sign up for an autoship program to receive monthly product shipments.
This document provides instructions and guidelines for applicants applying for Haj registration for the year 1431 Hijri (2010 AD). It outlines various requirements including submitting a completed application form in capital letters, attaching passport photos, and providing details of any previous applications. Applicants who were rejected in the last 3 years must furnish rejection details. No more than one application per individual or group of 5 is allowed. Only correct and complete information in the application will be accepted. The Haj Committee of India is responsible for final selection and will consider all eligible Indian Muslims based on rules set by the Saudi government. Those who have performed Haj in the last 5 years or have certain medical conditions are not eligible to apply.
This rental application document outlines the application process and requirements for renting a property through Landlords TM. Applicants are advised to fully complete the application and provide all requested documents to assist with approval. Credit checks may still result in approval even with negative results if sufficient application information is provided. Applicants authorize the agent to conduct credit and reference checks. The document also details holding deposit requirements and timelines, occupancy details, pet policies, and applicant questionnaire.
The document appears to be an application for individuals to become distributors with Team Freedom, an Indian company that sells health and wellness products. It requests contact information and identification documents. It notes the Rs. 800 registration fee but says it will be waived with a Rs. 100 PV initial product order. It includes sections for applicant information, sponsor information, product order, and payment details. Terms and conditions must be agreed to for the application to be accepted.
This document is an application to become a distributor for a company called SoZo Global LLC. It requests basic contact and payment information. The applicant would select an enrollment package ranging in price from $199 to $1299, which include various SoZo products. The applicant agrees to the terms and conditions, which make them an independent contractor and outline the policies regarding their distributorship.
This document appears to be a loan application form for a Calamity Loan from Pag-IBIG Fund. The form requests personal information from the applicant such as name, address, contact details, employment history, and bank account information. It includes sections for the applicant's signature authorizing payroll deduction for loan payments and penalties in case of late or non-payment. The employer is also asked to sign agreeing to deduct loan payments and penalties from the applicant's salary and remit them to Pag-IBIG Fund. At the bottom is a promissory note section where the applicant promises to pay back the principal loan amount plus interest.
This document provides information on investment objectives and strategies for various Tata Mutual Fund equity and balanced schemes. It outlines the funds' goals of providing income, capital appreciation or tax savings. The schemes will predominantly invest in stocks of well-researched companies with growth potential across different market caps and sectors. Some schemes allow investments in derivatives for hedging. All investments will be made as per SEBI regulations. The document provides indicative asset allocations and investment strategies for Tata Select Equity Fund and Tata Tax Saving Fund.
Religare mutual fund common application form with kimPrajna Capital
This document provides information on equity and debt schemes offered by Religare. Some of the equity schemes described include the Religare Tax Plan, Religare Growth Fund, and Religare Mid N Small Cap Fund. Debt schemes mentioned include the Religare Liquid Fund, Religare Ultra Short Term Fund, and Religare Medium Term Bond Fund. For each scheme, the document outlines the investment objective, asset allocation pattern, and other key details. It also includes sections with tables of contents, common information for all schemes, and a schemes at a glance chart.
Bnp paribas mutual fund common application form with kimPrajna Capital
This document provides information on various equity, debt, and liquid schemes offered by BNP Paribas Mutual Fund. It includes details of the schemes such as investment objective, asset allocation, investment strategy, and risk profile. It also provides the name of the fund manager and information on loads and recurring expenses for BNP Paribas Equity Fund, an open-ended equity scheme offered by the fund.
Franklin templeton mutual fund common application form with kimPrajna Capital
Franklin Templeton Asset Management (India) Pvt. Ltd. provides a key information memorandum and common application form for various mutual fund schemes including equity, balanced, fund of funds, tax saving, income and liquid funds. The document provides details on how to invest in these schemes including information investors should review before investing and risks associated with the schemes. It also includes forms for lump sum or systematic investment plans and details on transaction processing.
Idfc tax advantage (elss) fund application formPrajna Capital
This document provides information on various mutual fund schemes including their investment objectives, strategies and risk factors. It summarizes that the schemes aim to generate returns through investments in fixed income, money market and equity securities while maintaining a low risk strategy. The document should be read in full for complete details on the schemes before making any investment decisions.
Sbi mutual fund common application form equity with kimPrajna Capital
This document provides information on various equity schemes offered by SBI Mutual Fund, including scheme names, investment options, minimum investment amounts, risk factors, and investment strategies. It includes details of 14 specific equity schemes that vary in terms of focus areas like balanced, index, midcap, tax savings funds. The document also provides general guidelines around dividend policy, applicable NAVs, daily NAV publication, and tax treatment for investors in these equity funds.
Icici prudential mutual fund common application form with kimPrajna Capital
This document provides information about various mutual fund schemes offered by ICICI Prudential Asset Management Company Limited. It includes details on the investment objectives, strategies and features of over 30 equity, debt and hybrid schemes. The document also includes forms for lump sum and systematic investment plans, smart features, tracking investments, KYC details, nomination registration and instructions for filling out the forms. Additionally, it provides information on tax benefits, publishing of net asset values, handling of investor grievances and reporting to unitholders.
Principal mutual fund common application form elss funds with kimPrajna Capital
This document is an application form for an ELSS (Equity Linked Savings Scheme) fund. It collects information such as applicant details, nominee details, bank account details, and distributor details. The form requests information including the applicant's name, address, date of birth, PAN, occupation and more. It also allows the applicant to choose a mode of holding, nominate beneficiaries, and select communication preferences. The document is used by investors to apply for an ELSS fund provided by Principal Mutual Fund.
8287494393 ( PLC CHARGES) PURI EMERALD BAY Real Estate
This application form is for provisional allotment of a residential unit in Emerald Bay, a group housing project in Sector 104, Gurgaon being developed by Puri Construction Pvt. Ltd. on approximately 15.337 acres of land. The applicant provides personal details and agrees to pay the basic sale price, development charges, preferential location charges, parking charges, maintenance security deposit, and other applicable fees according to the construction linked payment plan. If allotted a unit, the applicant must sign additional agreements and pay all installments and dues as required.
This document is an application form for the provisional allotment of a residential unit in the Emerald Bay housing project located in Sector 104, Gurgaon, Haryana. It requests basic applicant details like name, address, contact information, and asks the applicant to submit a booking amount to be considered for allotment. The form notes that submitting the application does not guarantee allotment, and that the applicant must sign additional legal documents if allotted a unit to confirm the purchase. It also outlines various policies regarding payment plans, cancellation, and refunds.
Application form OF puri emerald bay 8287494393Real Estate
Name
Date
Signature
2. Amount Received:
Draft / Cheque No.
Date
Bank
Amount (`)
Sales Manager:
Name
Date
Signature
3. Channel Partner Details:
Name
Code
4. Other Instructions:
5. Remarks:
6. Signature of Approving Authority:
7. Date of Approval:
8. Allotment Letter No.:
9. Date of Allotment Letter:
10. Waiting List No. (if rejected):
11. Date of placing in Waiting List:
12. Reason for rejection
Bharti axa tax advantage fund application formPrajna Capital
This document is a common application form for investing in the Bharti AXA Equity Fund, Bharti AXA Tax Advantage Fund, and Bharti AXA Focused Infrastructure Fund. It collects information such as applicant details, bank account details, scheme and plan details, nomination details, and signatures. The form also allows applicants to apply for systematic investment plans, systematic withdrawal plans, and other special products like micro SIP.
Franklin india tax shield application formPrajna Capital
This document is a key information memorandum and common application form for mutual fund schemes offered by Franklin Templeton Asset Management (India) Pvt. Ltd. It provides details on the fund house, various equity, balanced, fund of funds, tax saving, income and liquid schemes available for investment, and an application form for investors. The memorandum is dated August 28, 2009 and provides important information for investors to review before investing in any of the schemes.
This document appears to be an application for an individual to become an India distributor for MonaVie, a direct sales company. The application requests contact information for the applicant and their spouse. It also requires the applicant to provide identification documents like PAN card, proof of address, and bank statements. The document states that registration fees will not be collected until the official pre-registration period begins and must be paid by demand draft. The applicant also has the option to sign up for an autoship program to receive monthly product shipments.
This document provides instructions and guidelines for applicants applying for Haj registration for the year 1431 Hijri (2010 AD). It outlines various requirements including submitting a completed application form in capital letters, attaching passport photos, and providing details of any previous applications. Applicants who were rejected in the last 3 years must furnish rejection details. No more than one application per individual or group of 5 is allowed. Only correct and complete information in the application will be accepted. The Haj Committee of India is responsible for final selection and will consider all eligible Indian Muslims based on rules set by the Saudi government. Those who have performed Haj in the last 5 years or have certain medical conditions are not eligible to apply.
This rental application document outlines the application process and requirements for renting a property through Landlords TM. Applicants are advised to fully complete the application and provide all requested documents to assist with approval. Credit checks may still result in approval even with negative results if sufficient application information is provided. Applicants authorize the agent to conduct credit and reference checks. The document also details holding deposit requirements and timelines, occupancy details, pet policies, and applicant questionnaire.
The document appears to be an application for individuals to become distributors with Team Freedom, an Indian company that sells health and wellness products. It requests contact information and identification documents. It notes the Rs. 800 registration fee but says it will be waived with a Rs. 100 PV initial product order. It includes sections for applicant information, sponsor information, product order, and payment details. Terms and conditions must be agreed to for the application to be accepted.
This document is an application to become a distributor for a company called SoZo Global LLC. It requests basic contact and payment information. The applicant would select an enrollment package ranging in price from $199 to $1299, which include various SoZo products. The applicant agrees to the terms and conditions, which make them an independent contractor and outline the policies regarding their distributorship.
This document appears to be a loan application form for a Calamity Loan from Pag-IBIG Fund. The form requests personal information from the applicant such as name, address, contact details, employment history, and bank account information. It includes sections for the applicant's signature authorizing payroll deduction for loan payments and penalties in case of late or non-payment. The employer is also asked to sign agreeing to deduct loan payments and penalties from the applicant's salary and remit them to Pag-IBIG Fund. At the bottom is a promissory note section where the applicant promises to pay back the principal loan amount plus interest.
This document provides information on investment objectives and strategies for various Tata Mutual Fund equity and balanced schemes. It outlines the funds' goals of providing income, capital appreciation or tax savings. The schemes will predominantly invest in stocks of well-researched companies with growth potential across different market caps and sectors. Some schemes allow investments in derivatives for hedging. All investments will be made as per SEBI regulations. The document provides indicative asset allocations and investment strategies for Tata Select Equity Fund and Tata Tax Saving Fund.
Religare mutual fund common application form with kimPrajna Capital
This document provides information on equity and debt schemes offered by Religare. Some of the equity schemes described include the Religare Tax Plan, Religare Growth Fund, and Religare Mid N Small Cap Fund. Debt schemes mentioned include the Religare Liquid Fund, Religare Ultra Short Term Fund, and Religare Medium Term Bond Fund. For each scheme, the document outlines the investment objective, asset allocation pattern, and other key details. It also includes sections with tables of contents, common information for all schemes, and a schemes at a glance chart.
Bnp paribas mutual fund common application form with kimPrajna Capital
This document provides information on various equity, debt, and liquid schemes offered by BNP Paribas Mutual Fund. It includes details of the schemes such as investment objective, asset allocation, investment strategy, and risk profile. It also provides the name of the fund manager and information on loads and recurring expenses for BNP Paribas Equity Fund, an open-ended equity scheme offered by the fund.
Franklin templeton mutual fund common application form with kimPrajna Capital
Franklin Templeton Asset Management (India) Pvt. Ltd. provides a key information memorandum and common application form for various mutual fund schemes including equity, balanced, fund of funds, tax saving, income and liquid funds. The document provides details on how to invest in these schemes including information investors should review before investing and risks associated with the schemes. It also includes forms for lump sum or systematic investment plans and details on transaction processing.
Idfc tax advantage (elss) fund application formPrajna Capital
This document provides information on various mutual fund schemes including their investment objectives, strategies and risk factors. It summarizes that the schemes aim to generate returns through investments in fixed income, money market and equity securities while maintaining a low risk strategy. The document should be read in full for complete details on the schemes before making any investment decisions.
Sbi mutual fund common application form equity with kimPrajna Capital
This document provides information on various equity schemes offered by SBI Mutual Fund, including scheme names, investment options, minimum investment amounts, risk factors, and investment strategies. It includes details of 14 specific equity schemes that vary in terms of focus areas like balanced, index, midcap, tax savings funds. The document also provides general guidelines around dividend policy, applicable NAVs, daily NAV publication, and tax treatment for investors in these equity funds.
Icici prudential mutual fund common application form with kimPrajna Capital
This document provides information about various mutual fund schemes offered by ICICI Prudential Asset Management Company Limited. It includes details on the investment objectives, strategies and features of over 30 equity, debt and hybrid schemes. The document also includes forms for lump sum and systematic investment plans, smart features, tracking investments, KYC details, nomination registration and instructions for filling out the forms. Additionally, it provides information on tax benefits, publishing of net asset values, handling of investor grievances and reporting to unitholders.
Principal mutual fund common application form elss funds with kimPrajna Capital
This document is an application form for an ELSS (Equity Linked Savings Scheme) fund. It collects information such as applicant details, nominee details, bank account details, and distributor details. The form requests information including the applicant's name, address, date of birth, PAN, occupation and more. It also allows the applicant to choose a mode of holding, nominate beneficiaries, and select communication preferences. The document is used by investors to apply for an ELSS fund provided by Principal Mutual Fund.
8287494393 ( PLC CHARGES) PURI EMERALD BAY Real Estate
This application form is for provisional allotment of a residential unit in Emerald Bay, a group housing project in Sector 104, Gurgaon being developed by Puri Construction Pvt. Ltd. on approximately 15.337 acres of land. The applicant provides personal details and agrees to pay the basic sale price, development charges, preferential location charges, parking charges, maintenance security deposit, and other applicable fees according to the construction linked payment plan. If allotted a unit, the applicant must sign additional agreements and pay all installments and dues as required.
This document is an application form for the provisional allotment of a residential unit in the Emerald Bay housing project located in Sector 104, Gurgaon, Haryana. It requests basic applicant details like name, address, contact information, and asks the applicant to submit a booking amount to be considered for allotment. The form notes that submitting the application does not guarantee allotment, and that the applicant must sign additional legal documents if allotted a unit to confirm the purchase. It also outlines various policies regarding payment plans, cancellation, and refunds.
Application form OF puri emerald bay 8287494393Real Estate
Name
Date
Signature
2. Amount Received:
Draft / Cheque No.
Date
Bank
Amount (`)
Sales Manager:
Name
Date
Signature
3. Channel Partner Details:
Name
Code
4. Other Instructions:
5. Remarks:
6. Signature of Approving Authority:
7. Date of Approval:
8. Allotment Letter No.:
9. Date of Allotment Letter:
10. Waiting List No. (if rejected):
11. Date of placing in Waiting List:
12. Reason for rejection
Bharti axa tax advantage fund application formPrajna Capital
This document is a common application form for investing in the Bharti AXA Equity Fund, Bharti AXA Tax Advantage Fund, and Bharti AXA Focused Infrastructure Fund. It collects information such as applicant details, bank account details, scheme and plan details, nomination details, and signatures. The form also allows applicants to apply for systematic investment plans, systematic withdrawal plans, and other special products like micro SIP.
Franklin india tax shield application formPrajna Capital
This document is a key information memorandum and common application form for mutual fund schemes offered by Franklin Templeton Asset Management (India) Pvt. Ltd. It provides details on the fund house, various equity, balanced, fund of funds, tax saving, income and liquid schemes available for investment, and an application form for investors. The memorandum is dated August 28, 2009 and provides important information for investors to review before investing in any of the schemes.
Pramerica mutual fund common application form with kimPrajna Capital
This document is a common application form for investment in mutual fund schemes. It requests information such as distributor details, transaction charges, unit holding option, existing investor details if applicable, applicant information including names, dates of birth and PAN numbers, guardian or contact person details if the applicant is a minor, and a signature. The form instructs applicants to read the scheme information document carefully and submit a separate form for each mutual fund scheme.
The document is an application form for allotment of a Permanent Account Number (PAN) in India. It requests individual/entity details such as name, gender, date of birth, address, photograph, signature, income source and documents for identity and address proof. The applicant must fill in all details legibly in English and submit required documents to the Jurisdictional Assessing Officer for processing the PAN application.
Form W-7_Application for IRS Individual Taxpayer Identification Numbertaxman taxman
This document is an application for an IRS Individual Taxpayer Identification Number (ITIN). It provides instructions for nonresident aliens who need an ITIN for U.S. tax filing purposes but are not eligible for a Social Security Number. Applicants must provide identifying information and documentation to verify their foreign status. Supporting documents can include a passport, visa, driver's license, or other identification. The application must be submitted along with tax forms requiring the ITIN or proof that an exception applies.
The document is an application form for allotment of a Permanent Retirement Account Number (PRAN). It requests for a PRAN to be allotted and provides necessary details. The form contains sections for the applicant's personal details, employment details to be filled by their Designated Officer, nomination details, and scheme details. It includes instructions on correctly filling out the form and general information for PRAN subscribers.
The document is an application form for allotment of a Permanent Retirement Account Number (PRAN). It requests for a PRAN to be allotted and provides necessary details in multiple sections. Section A covers personal details, Section B is for employment details filled by the designated officer, Section C is for nomination details, Section D is for scheme details, and Section E contains a declaration. The form includes instructions on properly filling out the details in the designated boxes and fields.
The document is an application form for allotment of a Permanent Retirement Account Number (PRAN). It requests for a PRAN to be allotted and provides necessary details. The form contains sections for the applicant's personal details, employment details to be filled by their Designated Officer, nomination details, and scheme details. It includes instructions on correctly filling out the form and general information for PRAN subscribers.
This document outlines the instructions for completing Form A for the registration of a business name under sole proprietorship in Ghana. The form collects information about the business name, address, nature of business, proprietor details, contact information, and a declaration. It notes that the business must have commenced within 14 days of registration and any changes must be reported within 28 days. Knowingly making false statements on the form is considered an offense.
New Application Form of UTI - NIFTY NEXT 50 INDEX FUND (An open-ended scheme replicating/tracking the Nifty Next 50 Index) New Fund Offer Open on Friday, June 08, 2018. New Fund Offer Closes on Friday, June 22, 2018. Scheme Re-opens on Wednesday, July 04, 2018
This document is a client's application to Sharekhan Ltd. to make changes to their trading and depository account information, including changes to address, contact details, bank details, and other account details. The client needs to provide proper proof for any changes and submit the signed form in duplicate for processing.
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Similar to Birla sun life tax relief 96 application form (20)
Dsp black rock rgess fund – series 1 applciation form and kimPrajna Capital
This 3 sentence summary provides the key details about the DSP BlackRock RGESS Fund series 1 to 5:
The DSP BlackRock RGESS Fund series offers a new fund offering of Rs. 10 per unit for series 1 between February 14-28, 2013, with the objective of generating capital appreciation from a portfolio of eligible securities approved under the Rajiv Gandhi Equity Savings Scheme, 2012. The fund will invest 95-100% of assets in such eligible securities and 0-5% in cash and money market instruments with maturity less than 91 days, and will mature on March 7, 2016.
Dsp black rock us flexible equity fund nfo presentationPrajna Capital
The document summarizes an investment opportunity in the DSP BlackRock US Flexible Equity Fund, an open-ended fund of funds scheme that invests in the BlackRock Global Funds US Flexible Equity Fund. Some key points:
- The NFO period for the fund is July 17, 2012 to July 31, 2012.
- The underlying BlackRock fund has $1.3 billion in assets under management, providing Indian investors access to one of BlackRock's flagship US equity funds.
- The document makes the case that US equities are a good investment opportunity now due to attractive valuations and the large size and diversity of the US equity market.
Idfc infrastructure bond tranche 3 application form 2012Prajna Capital
This document is an application form for Infrastructure Development Finance Company Limited's public issue of long term infrastructure bonds. Some key details:
- The bonds are secured, redeemable, non-convertible debentures with a face value of Rs. 5,000 each and have benefits under section 80CCF of the Income Tax Act.
- The issue opens on March 19, 2012 and closes on March 30, 2012.
- The applicant provides details like name, address and PAN number. They also select options for holding bonds in demat or physical form and nominate beneficiaries.
- The applicant selects the bond series, specifies the number of bonds applied for and calculates the amount payable. Key
Muthoot finance ncd application form mar 2012Prajna Capital
This document is a prospectus for a public issue of secured non-convertible debentures by Muthoot Finance Limited, an Indian private limited company incorporated in 1997. It provides details on the company's name changes and registered office. Muthoot Finance Limited is issuing secured NCDs of face value Rs. 1,000 each, aggregating up to Rs. 2,500 million with an option to retain over-subscription up to an additional Rs. 2,500 million, for a total issue size of up to Rs. 5,000 million. The issue has been rated 'ICRA AA-/Stable' by ICRA and 'CRISIL AA-/Stable' by CRISIL.
This document is an application form for Rural Electrification Corporation Limited's public issue of tax-free secured redeemable non-convertible bonds. It provides details about REC, the terms of the bond issues including the coupon rates, redemption dates, security offered, and the process for applying for the bonds. Applicants must fill in their details in the application form and pay the full application amount to apply for the bonds during the issue period from March 06 to March 12, 2012.
This document is the prospectus for a public issue of tax-free bonds by the Indian Railway Finance Corporation Limited (IRFC). Some key details:
- IRFC is issuing bonds worth up to Rs. 6,30,000 lakhs with an initial tranche of Rs. 3,00,000 lakhs opening on January 27, 2012 and closing on February 10, 2012.
- The bonds are secured, redeemable, non-convertible with a face value of Rs. 1,000 each and have tax benefits under section 10(15)(iv)(h) of the Income Tax Act.
- The bonds have been rated AAA with a stable outlook by CRISIL,
This document is an application form for Housing and Urban Development Corporation Limited's public issue of tax-free bonds. It provides details of the issue such as the issue open and close dates, issue size of Rs. 2,000 crores with an option to retain oversubscription up to Rs. 4,684.72 crores. It also contains the applicant's details such as name, application number and bank details as well as a declaration that the applicant has read, understood and agrees to the terms and conditions specified in the prospectus.
This document is an application form for Srei Infrastructure Finance Limited's public issue of secured, redeemable non-convertible debentures with a face value of Rs. 1,000 each. The form includes details of the applicant such as name, address and bank details. It also provides the terms of the bonds across 4 series with different interest rates, interest payment frequencies, buyback and maturity dates. The applicant can choose to apply for bonds in one or more series by specifying the number of bonds and amount.
L&t long term infrastructure bond tranche 2 application form 2012Prajna Capital
This document is an application form for individuals and Hindu Undivided Families to invest in long term infrastructure bonds issued by L&T Infrastructure Finance Company Limited. The application form provides details of the bond such as the issue dates, credit ratings, interest rates, maturity dates, and buyback terms. It requests information from applicants such as their name, address, bank details, and PAN number. Applicants must select the bond series they want to invest in and provide payment details in the form of a cheque or demand draft. Once completed, the form is to be submitted along with required documents to the bankers to the issue by the specified closing date.
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This document is an application form for Power Finance Corporation Limited's public issue of tax-free bonds. It provides details about the issuer, Power Finance Corporation Limited, including its registered office and credit ratings. It outlines the terms of the bonds being issued, including the tranche, series, tenor, redemption amount, interest payment terms, and minimum application size. The application form collects information from applicants such as their name, address and category. It also provides details on payment, allotment process, and terms of the issue. Applicants need to provide payment details and sign to apply for allotment of the bonds.
Muthoot finance limited ncd application form dec 2011 jan 2012Prajna Capital
This document is an application form for non-convertible debentures (NCDs) being issued publicly by Muthoot Finance Limited. Some key details:
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- The issue opens on December 22, 2011 and closes on January 07, 2012.
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This document is an application form for non-convertible debentures (NCDs) being issued publicly by Muthoot Finance Limited. Some key details:
- Muthoot Finance Limited is issuing secured NCDs of face value Rs. 1,000 each, aggregating up to Rs. 6,000 million.
- The issue opens on December 22, 2011 and closes on January 07, 2012.
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This document is an application form for bonds being issued by the National Highways Authority of India (NHAI). The form provides details of the bond issue such as the opening and closing dates of the first tranche, the credit ratings of the bonds, and terms and conditions. The applicant is providing their name, address, and requesting allotment of specified series bonds out of the first tranche issue. They are remitting payment for the bonds and agreeing to the terms in the prospectus.
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This document provides information on various equity schemes offered by Sundaram Asset Management Company Limited. It includes details on the investment objective, asset allocation and track record of 16 different schemes such as Sundaram Select Focus, Sundaram Growth Fund, Sundaram India Leadership Fund, Sundaram Select Mid Cap, Sundaram SMILE Fund, Sundaram Tax Saver, Sundaram Balanced Fund, Sundaram Equity Multiplier, various thematic funds focusing on sectors like energy and infrastructure, and a fund of funds scheme called Sundaram Global Advantage. The document provides details on the type of stocks and issuers each scheme invests in to achieve its investment goal and manage risk. It also lists the performance of each scheme against the relevant
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Vicinity Jobs’ data includes more than three million 2023 OJPs and thousands of skills. Most skills appear in less than 0.02% of job postings, so most postings rely on a small subset of commonly used terms, like teamwork.
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1. COMMON APPLICATION FORM For Resident Indians and NRIs/FIIs
(PLEASE READ THE INSTRUCTIONS BEFORE FILLING UP THE FORM) Application No.
Distributor Name / ARN No.
ARN-74461 Sub Broker Name / No. Collection Centre TE04669
Ref. Instruction No. 9
ARN Declaration - Upfront 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.
EXISTING UNITHOLDER please fill in your Folio No. & Name and then proceed to Section 5 (Applicable details and Mode of holding will be as per the existing Folio No.)
1. FIRST / SOLE APPLICANT INFORMATION (MANDATORY) (Refer Instruction No. 2,3,4) Fresh / New Investors fill in all the blocks. (1 to 10) In case of investment "On behalf of Minor", Please Refer Instruction no. 2(ii)
Mobile No. Folio No.
Email Id
NAME OF FIRST / SOLE APPLICANT Mr. Ms. M/s.
NAME OF THE SECOND APPLICANT Mr. Ms. M/s.
NAME OF THE THIRD APPLICANT Mr. Ms. M/s.
Applicant PAN (Mandatory) KYC Date of Birth**
Complied
Sole / First Applicant D D M M Y Y Y Y
Second Applicant D D M M Y Y Y Y
Third Applicant D D M M Y Y Y Y
Guardian/POA Holder D D M M Y Y Y Y
** Mandatory in case the First / Sole Applicant is Minor
NAME OF THE GUARDIAN (In case First / Sole Applicant is minor) / CONTACT PERSON - DESIGNATION / PoA HOLDER (In case of Non-individual Investors)
Mr. Ms. M/s.
RELATIONSHIP OF GUARDIAN (Refer Instruction No. 2(ii))
ISD CODE TEL: OFF. S T D - TEL: RESI S T D -
STATUS [Please tick ( )]
Resident Individual FIIs NRI - NRO HUF Club / Society PIO Body Corporate Minor Government Body
Trust NRI - NRE Bank & FI Sole Proprietor Partnership Firm Others (Please Specify)
OCCUPATION [Please tick ( )]
Professional Housewife Business Service Retired Student Others (Please Specify)
MODE OF HOLDING [Please tick ( )] (Please Refer Instruction No. 2(v))
Joint Single Anyone or Survivor (Default option is Anyone or survivor)
MAILING ADDRESS OF FIRST / SOLE APPLICANT (P.O.Box Address is not sufficient. Please provide full address.) (Indian Address in case of NRIs/FIIs)
CITY STATE PIN CODE
Overseas Address (For NRIs/FIIs) (For NRI / FII application in addition to mailing address above)
CITY
STATE COUNTRY PIN CODE
2. COMMUNICATION [Please tick ( )] (Refer Instruction No. 10)
I/We wish to receive the following document(s) via E-mail instead of Physical mode Account Statement Annual Report Other Statutory Information
ONLINE ACCESS** (this enables you to access your investment portfolio through our website - www.birlasunlife.com) Yes No [Please tick ( )]
3. Documents Submitted [Please tick ( )] (Refer Instruction No. 2 (iv))
Board / Committee Resolution / Authority Letter Memorandum & Articles of Association Trust Deed Partnership Deed Bye-laws Overseas Auditor’s certificate
List of Authorised Signatories with names,designations & specimen signature Third Party Declaration (Refer Instruction no. 5)
ACKNOWLEDGEMENT SLIP (To be filled in by the Investor) COMMON APPLICATION FORM Application No.
Birla Sun Life Asset Management Company Limited TE04669
One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai 400 013 Collection Centre /
BSLAMC Stamp & Signature
Toll Free : 1-800-270-7000/ 1-800-22-7000 | sms ‘GAIN’ to 56161 | Email: connect@birlasunlife.com
Received from Mr. / Ms. _____________________________________________________________________________ Date : _____/_____/___________
[ Please tick ( )] ENCLOSED PAN Proof KYC Complied NECS Form Yes No
2. 4. BANK ACCOUNT DETAILS (Please note that as per SEBI Regulations it is mandatory for investors to provide their bank account details) Refer Instruction No. 3
First Account Holders Name
(as appearing in Bank Records)
Name of the Bank
Branch Address
Pin Code City
Account Type [Please tick ( )] SAVINGS CURRENT NRE NRO FCNR OTHERS (please specify)
Account No. MICR CODE
This is a 9 digit number next to your Cheque Number. Please attach an extra blank
IFSC CODE ( This is an 11 Digit no. available in Cheque copy) cancelled cheque or a clear photocopy of a cheque
5. INVESTMENT DETAILS [Please tick ( )] (Refer Instruction No. 5 & 14)
Separate cheque / demand draft must be issued for each investment, drawn in favour of respective scheme name. Please write appropriate scheme name as well as the Plan / Option / Sub Option.
S. *Cheque / DD Favouring Sweep to Amount DD Net Amount Cheque/DD No./UTR No.
Plan / Option Bank and Branch and Account Number
No. Scheme Name (refer Instruction 5) (applicable only for Dividend option) Invested (`) Charges Paid (`) (in case of NEFT/RTGS)
Scheme Name
1. BSL
Plan / Option
Scheme Name
2. BSL
Plan / Option
Scheme Name
3. BSL
Plan / Option
Scheme Name
4. BSL
Plan / Option
# (Type of Account : Saving / Current / NRE / NRO / FCNR / NRSR) *All purchases are subject to realization of cheque/DD
6. REDEMPTION / DIVIDEND REMITTANCE (Please attach a copy of cancelled cheque Refer Instruction No.8 & 13)
Electronic Payment Cheque Payment
It is the responsibility of the Investor to ensure the correctness of the IFSC code/ MICR code for Electronic
Payout at recipient/destination branch corresponding to the Bank details mentioned in Section 4.
If MICR and IFSC code for Redemption/Dividend Payout is available all payouts will be automatically processed as Electronic Payout-RTGS/NEFT/Direct Credit/NECS.
7. NOMINATION DETAILS (Refer Instruction No. 7) In case of multiple nominees - more than 1 up to 3 - fill a separate nomination form available in this booklet or on our website (www.birlasunlife.com)
I/We do hereby nominate the undermentioned Nominee to receive the units to my / our credit in this folio no. in the event of my / our death. I / We also understand that all payments and settlements made to such
Nominee (upon such documentation) shall be a valid discharge by the AMC / Mutual Fund / Trustees.
I/We hereby DO NOT wish to nominate (ONLY sign in the box alongside, if you do not wish to nominate)
Signature of First / Sole Applicant
Nominee Name : ____________________________________________________________________________________________________ Address : _________________________________________
__________________________________________________________________________________________________________________________________________________________________
Relationship : _____________________________________________________________ Date of Birth(In Case of Minor) ______/______/____________
Guardian/parent Name (in case of minor): _______________________________________ Witness Name:____________________________________
Signature of Nominee or Parent / Guardian
Address ___________________________________________________________________________________________________________________
I have attached the nomination details separately with this application form (Please tick if applicable)
Signature of the Witness
8. DECLARATION(S) & SIGNATURE(S) (Refer Instruction No. 1)
To,
The Trustee,
Date D D M M Y Y Y Y
Birla Sun Life Mutual Fund
Having read and understood the contents of the Statement of Additional Information / Scheme Information Document of the Scheme, I/We hereby apply for units of the scheme
and agree to abide by the terms, conditions, rules and regulations governing the scheme. I/We hereby declare that the amount invested in the scheme is through legitimate
sources only and does not involve and is not designed for the purpose of the contravention of any Act, Rules, Regulations, Notifications or Directions of the provisions of the
Income Tax Act, Anti Money Laundering Laws, Anti Corruption Laws or any other applicable laws enacted by the government of India from time to time. I/We have understood
the details of the scheme & I/we have not received nor have been induced by any rebate or gifts, directly or indirectly in making this investment.
First Applicant / Authorised Signatory
For Non-Individual Investors: I/We hereby confirm that the object clause of the constitution document of the entity (viz. MOA / AOA / Trust Deed, etc.), allows us to apply for
investment in this scheme of Birla Sun Life Mutual fund and the application is being made within the limits for the same. I/We are complying with all requirements / conditions
of the entity while applying for the investments and I/We, including the entity, if the case may arise so, hereby agree to indemnify BSLAMC / BSLMF in case of any dispute
regarding the eligibility, validity and authorization of the entity and/or the applicants who have applied on behalf of the entity.
For NRIs only: I/We confirm that I am/we are Non Residents of Indian Nationality/Origin and that I/we have remitted funds from abroad through approved banking channels or
from funds in my/our Non-Resident External /Non-Resident Ordinary /FCNR account. (Refer Inst. No. 6) Second Applicant
I/We confirm that details provided by me/us are true and correct.
**I have voluntarily subscribed to the on-line access for transacting through the internet facility provided by Birla Sun Life Asset Management Company Ltd. (Investment
Manager of Birla Sun Life Mutual Fund) and confirm of having read, understood and agree to abide the terms and conditions for availing of the internet facility more
particularly mentioned on the website www.birlasunlife.com and hereby undertake to be bound by the same. I further undertake to discharge the obligations cast on me
and shall not at any time deny or repudiate the on-line transactions effected by me and I shall be solely liable for all the costs and consequences thereof. Third Applicant
The ARN holder has disclosed to me/us all the commissions (in the form of trail commission or any other mode), payable to him for the different competing Schemes of various
Mutual Funds from amongst which the Scheme is being recommended to me/us.
S. Sweep to Net Amount Payment Details
Scheme Name Plan / Option
No. (applicable only for Dividend option) Paid (`) Cheque/DD No./UTR No. Bank and Branch
(in case of NEFT/RTGS)
1. BSL Scheme Name Plan / Option
2. BSL Scheme Name Plan / Option
3. BSL Scheme Name Plan / Option
4. BSL Scheme Name Plan / Option
3. SYSTEMATIC INVESTMENT APPLICATION FORM
SIP (WITH MICRO SIP) / CENTURY SIP
INVESTMENT THROUGH NECS/DIRECT DEBIT/PDC (PLEASE READ THE INSTRUCTIONS BEFORE FILLING UP THE FORM. PLEASE ENSURE COMPLETION OF SECTION 4 INCASE OF CENTURY SIP)
Stamp & Sign Date
Investment Advisor’s Name & ARN
ARN-74461 Sub-Broker’s Name & ARN
Official Acceptance Point Request for
Ref. Instruction No. G-3 Registration of SIP/CSIP
ARN Declaration - Upfront 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. Renewal of SIP
Change in Bank Details
Existing Investor Folio No. Application No. TE04669 Additional Micro SIP in
(New Folio will be Generated for CSIP) same folio
1. FIRST / SOLE APPLICANT INFORMATION (MANDATORY)
Mobile No. Email Id
NAME OF FIRST / SOLE APPLICANT Mr. Ms. M/s.
NAME OF THE SECOND APPLICANT Mr. Ms. M/s.
NAME OF THE THIRD APPLICANT Mr. Ms. M/s.
# #
Applicant PAN* (Mandatory) KYC Date of birth** Document Type Document No.
Complied (Photo Id/ Address Proof) (Mandatory for Micro SIP not for additional Micro SIP in same folio)
,
Sole / First Applicant D D M M Y Y Y Y
Second Applicant D D M M Y Y Y Y
Third Applicant D D M M Y Y Y Y
Guardian/POA Holder D D M M Y Y Y Y
#
Ref. Instruction No. G-2 For Micro SIP Only ** Mandatory in case the First/Sole Applicant is Minor
NAME OF THE GUARDIAN (In case of minor) / CONTACT PERSON - DESIGNATION / PoA HOLDER (In case of Non-individual Investors)
Mr. Ms. M/s.
RELATIONSHIP OF GUARDIAN (Refer to Instruction No. E.24)
2. INVESTMENT DETAILS (PLEASE REFER INSTRUCTIONS D & F-1 FOR INFORMATION ON ELIGIBLE SCHEMES. ONLY ONE SCHEME PER APPLICATION FORM)
Birla Sun Life Frontline Equity Fund PLAN OPTION
Birla Sun Life Dividend Yield Plus PLAN OPTION
Birla Sun Life '95 Fund PLAN OPTION
Any Other Scheme BSL PLAN OPTION
SWEEP TO Refer G-4 SCHEME PLAN/OPTION
(Please tick (üof the below as your Installment amount OR enter the amount of your choice. In case of multiple entries, the highest amount will be chosen.
) any ONE
Each Installment Amount (`) ` 20,000/- ` 10,000/- ` 6,000/- ` 3,000/- Amount
Investment Start Date Frequency MONTHLY (max 4 debit dates) (Only one date for CSIP)
Investment Dates 1st 7th 10th 14th 20th 21st 28th
At Birla Sun Life Mutual Fund, we provide YOU the flexibility to discontinue your SIP at SELECT YOUR SIP PERIOD Refer Instruction E-11 & F-5
ANYTIME. Call us at 1800-270-7000/1800-22-7000 or email us at connect@birlasunlife.com Till you instruct Birla Sun Life Mutual Fund to
OR Enter SIP End Date
to know how. discontinue your SIP
CSIP Tenure: 55 years - Your Current Age years = years Frequency: Monthly Only.
First Installment through Cheque / DD. (MANDATORY FOR CSIP) 1st Cheque / DD No. 1st Cheque Dated D D / M M / Y Y Y Y
Drawn on Bank Amount (`) (in figures)
Branch City
3. BANK DETAILS (PLEASE FILL ONLY EITHER A OR B. IN CASE INVESTOR FILLS BOTH, THE FORM IS LIABLE TO BE REJECTED. IN CASE OF THIRD PARTY PAYMENTS REFER INSTRUCTION NO. (G, 7(ii))
A. NECS / DIRECT DEBIT BANK ACCOUNT DETAILS (TO BE FILLED BY INVESTORS WHO WISH TO INVEST THROUGH NECS / DIRECT DEBIT)
Bank Account No. Bank Name
Branch City PIN
MICR Code Account Type Savings Current Others ___________________________________________________ (Please Specify)
AUTHORISATION OF BANK ACCOUNT HOLDER: This is to inform that I/We have registered for RBI’s electronic clearing service (Debit Clearing) and that my/our payment toward’s my / our investment in Birla Sun Life Mutual Fund shall be made
from my/our above mentioned bank account with your bank. I/We authorise the representative carrying the NECS mandate to get it verified and executed. Mandate verification charges if any, may be charged to my/our account. Below is to be
signed by all applicants if mode of Operation is JOINT.
(As in Bank Records)
Name & Signature(s)
Name of First Account Holder Name of Second Account Holder Name of Third Account Holder
First Account Holder Second Account Holder Third Account Holder
Signature verified & Debit mandate received Yes No Authorisation of Branch Manager & Date
ACKNOWLEDGEMENT SLIP (To be filled in by the Investor) SYSTEMATIC INVESTMENT THROUGH NECS / DIRECT DEBIT / PDC FACILITY APPLICATION FORM Application No.
TE04669
Birla Sun Life Asset Management Company Limited
One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai 400 013 Collection Centre /
BSLAMC Stamp & Signature
Toll Free : 1-800-270-7000/ 1-800-22-7000 | sms ‘GAIN’ to 56161 | Email: connect@birlasunlife.com
Received from Mr. / Ms. _____________________________________________________________________________ Date : _____/_____/___________
4. B. POST DATED CHEQUE DETAILS (TO BE FILLED BY INVESTORS WHO WISH TO INVEST THROUGH POST DATED CHEQUES. PLEASE ATTACH THE CHEQUES WITH THIS FORM)
Drawn on Bank
Branch Bank A/C No
4. FOR CENTURY SIP (Please read detailed Terms & Conditions for availing CSIP)
Mandatory
DECLARATION OF GOOD HEALTH (All the fields are mandatory) [Please tick ( )] Yes or No – Otherwise The Application Will Be Invalid (Ref. Instruction No. F-17)
1. Have you ever been treated for symptoms of high blood pressure, diabetes, heart attack or heart disease, stroke, chest pain, kidney disease, AIDS or AIDS related complex, Yes
cancer or tumor, asthma or respiratory disease, mental or nervous disease, liver disease, blood disease, digestive and bowel disorder, disorder of the bones, spine or muscle? No
2. Have you within the last 2 years taken any form of medication for more than 14 consecutive days to treat an illness or disease? Yes No
3. Have you within the last 2 years consulted any medical practitioner for any condition other than minor impairment such as cold or flu? Yes No
I understand and agree that the answers to the questions in this Declaration of Good Health are true and complete to the best of my knowledge and belief. I authorize any medical practitioner, hospital, employer,
institution or any other person, to disclose to Birla Sun Life Insurance Company Limited any information relating to my health or employment now or at any time in the future. I understand and agree that failure to
answer any question in this Declaration truthfully will render the insurance cover invalid and void.
of the Life
Signature
D D M M Y Y Y Y D D M M Y Y Y Y
Assured
Date of Birth Date
GENDER MALE FEMALE Place
NOMINATION DETAILS (Refer Instruction No. F-14)
I/We do hereby nominate the undermentioned Nominee to receive the units to my / our credit in this folio no. in the event of my / our death. I / We also understand that all payments and settlements made to such
Nominee (upon such documentation) shall be a valid discharge by the AMC / Mutual Fund / Trustees.
Nominee Name : _________________________________________________________________________________________________________ Date Of Birth (in case of minor): _____ / _____ / _____________
Relationship : ____________________________ Guardian / Parent Name (in case of minor): _______________________________________________
Address : _______________________________________________________________________________________________________________ Signature of Nominee or Parent / Guardian
Witness Name: ___________________________________________________________ Address : ______________________________________
_______________________________________________________________________________________________________________________ Signature of the Witness
5. DECLARATION(S) & SIGNATURE(S)
I/We hereby authorise Birla Sun Life Mutual Fund and their authorised service provider to debit the above bank account by NECS/ Direct Debit/ PDC Clearing for collection of SIP payments. I/We understand that the information
provided by me/us may be shared with third parties for facilitating transaction processing through NECS/ Direct Debit/ PDC Clearing or for compliance with any legal or regulatory requirements. I/We hereby declare that the
particulars given above are correct and complete and express my/our willingness to make payments referred above through participation in NECS/ Direct Debit/ PDC Clearing. If the transaction is delayed or not effected at all
for reasons of incomplete or incorrect information, I/We will not hold BSLAMC/MF or their appointed service providers or representatives responsible.
I/We will also inform, about any changes in my bank account immediately. I/We undertake to keep sufficient funds in the funding account on the date of execution of standing instruction. I/We have read and agreed to the terms
and conditions mentioned overleaf.
The ARN holder has disclosed to me/us all the commissions (in the form of trail commission or any other mode), payable to him for the different competing Schemes of various Mutual Funds from amongst which the Scheme
is being recommended to me/us.
For Century SIP: I/We hereby opt for Birla Sun Life Century SIP and agree and confirm to have read, understood and accepted the Terms and Conditions of Century SIP and Insurance Cover.
For Micro SIP only: I hereby declare that I do not have any existing Micro SIPs which together with the current application in rolling 12 month period or in financial year i.e. April to March will result in aggregate investments
exceeding ` 50,000 in a year.
I / we am / are aware and understand that if, at the time of availing the Micro SIP I / we hold a valid Permanent Account Number (PAN) issued by the Income Tax Department of India, a KYC acknowledgment letter issued by
,
CDSL Ventures Limited would have to be submitted by me / us to MF/AMC. Accordingly I / we understand and agree that I / we shall be responsible for the consequences of non-submission of the same, if any. (refer
Instruction no: E-23)
Name of First Unit Holder Name of Second Unit Holder Name of Third Unit Holder
Signature(s)
First Applicant Second Applicant Third Applicant
(To be signed by All Applicants if mode of operation is Joint)
CHECKLIST
Micro SIP (Upto ` 50,000
Particulars Regular SIP Century SIP (with Life Insurance)
Investment in a year)
Declaration of Good Health Not Applicable Mandatory Requirement Not Applicable
Nomination Not Required Mandatory Requirement Not Required
First Purchase through cheque/ DD Recommended Mandatory Requirement Recommended
Different amount for first cheque and subsequent
Allowed Not allowed Allowed
installment
Common Application Form Required only for new Investors Mandatory Requirement for All Investors Required only for new Investors
Investment tenure Investor's choice / Default Tenure = 55years (Less) Current age Investor's choice / Default
PAN and KYC Mandatory Requirement Mandatory Requirement If having a PAN, KYC is mandatory
Dates Max upto 4 dates in a month Only 1 date per month Max upto 4 dates in a month
Minimum Amount Criteria (For list of eligible Birla Sun Life Tax Relief '96 and Birla Sun life ` 1000 per month for all eligible schemes Birla Sun Life Tax Relief '96 and Birla Sun life
schemes please refer the SIP and CSIP instructions.) Tax Plan - ` 500 / each, Other eligible Tax Plan - ` 500 / each, Other eligible
Schemes- ` 1000/ each. Schemes- ` 1000/ each.
Application with Minor as first applicant Allowed Not allowed Allowed
We request you to read Terms and Conditions before availing Century SIP
ACKNOWLEDGEMENT SLIP (To be filled in by the Investor) SYSTEMATIC INVESTMENT THROUGH NECS / DIRECT DEBIT / PDC FACILITY APPLICATION FORM
Request for
Scheme Name_________________________________________________ Plan ____________________________ Option________________________________________
Renewal of SIP
Sweep To:- Scheme Name________________________________________Plan _____________________________ Option________________________________________ Registration of SIP/CSIP
Amount (`) _______________________________________ Change in Bank Details
Additional Micro SIP in
same folio