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.
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.
Humber College Small Claims Presentationmonica_goyal
Rebecca Black paid $4,000 to Arcade Industries to record a YouTube music video. Arcade Industries then published an article saying Rebecca's voice was auto-corrected, hurting her reputation as a singer. Rebecca is suing Arcade Industries for $4,000 plus damages through the Small Claims Court, represented by her litigation guardian Georgina Kelly.
This document summarizes a request for proposal from the Missouri Office of Administration for janitorial services in various state-owned buildings in St. Louis. It provides information on submitting proposals, including revising the return date to April 14, 2010. It outlines amendments made to sections of the RFP related to the contract period, specifications, and pricing. A pre-proposal conference was scheduled for March 30, 2010 to discuss the RFP and allow for questions.
Pan application form 49 a for indian citizensVINOD ARORA
1. The document is an application form for allotment of a Permanent Account Number (PAN) under section 139A of the Indian Income Tax Act of 1961.
2. It requests personal details such as name, gender, date of birth, address, father's name, contact information, status, income sources, and proof of identity and address.
3. Instructions are provided on correctly filling out the form, including examples for writing names, acceptable identity and address proofs, and business/profession codes for source of income.
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.
Vijaya Bank was founded in 1931 in Bangalore, India to promote banking among farming communities. It currently has over 1500 branches across India. The document discusses Vijaya Bank's organizational structure, products/services, departments, and 7S framework. It then analyzes problems with Vijaya Bank's mobile banking services, such as limited message storage and lack of regional language support. Suggestions are provided to address these problems and increase mobile banking awareness, especially in rural areas.
1) The document provides an overview of the banking industry in India, including its history and evolution. It discusses how banks originated from goldsmiths in the 12th century and the establishment of key banks like the Bank of England and presidency banks in India.
2) It then summarizes the nationalization of banks in India in 1969 and 1980, where the government took control of major private banks to facilitate development and credit delivery. This resulted in the government controlling around 91% of banking at the time.
3) The roles of the Reserve Bank of India in regulating the banking sector through acts like the Banking Regulation Act of 1949 are also highlighted. The history provides context for how the modern Indian banking system developed and
This document appears to be a summer training project report submitted for a Post Graduate Diploma in Management program. The report focuses on credit appraisal for business loans. It includes an executive summary that provides an overview of factors considered in credit appraisal like credit history and financial guarantees. It also discusses the importance of credit for banks and associated risks. The report aims to understand various technical aspects of appraising loans to business units and projects, including assessing working capital and term loans. It will also cover non-performing assets and debt restructuring.
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.
Humber College Small Claims Presentationmonica_goyal
Rebecca Black paid $4,000 to Arcade Industries to record a YouTube music video. Arcade Industries then published an article saying Rebecca's voice was auto-corrected, hurting her reputation as a singer. Rebecca is suing Arcade Industries for $4,000 plus damages through the Small Claims Court, represented by her litigation guardian Georgina Kelly.
This document summarizes a request for proposal from the Missouri Office of Administration for janitorial services in various state-owned buildings in St. Louis. It provides information on submitting proposals, including revising the return date to April 14, 2010. It outlines amendments made to sections of the RFP related to the contract period, specifications, and pricing. A pre-proposal conference was scheduled for March 30, 2010 to discuss the RFP and allow for questions.
Pan application form 49 a for indian citizensVINOD ARORA
1. The document is an application form for allotment of a Permanent Account Number (PAN) under section 139A of the Indian Income Tax Act of 1961.
2. It requests personal details such as name, gender, date of birth, address, father's name, contact information, status, income sources, and proof of identity and address.
3. Instructions are provided on correctly filling out the form, including examples for writing names, acceptable identity and address proofs, and business/profession codes for source of income.
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.
Vijaya Bank was founded in 1931 in Bangalore, India to promote banking among farming communities. It currently has over 1500 branches across India. The document discusses Vijaya Bank's organizational structure, products/services, departments, and 7S framework. It then analyzes problems with Vijaya Bank's mobile banking services, such as limited message storage and lack of regional language support. Suggestions are provided to address these problems and increase mobile banking awareness, especially in rural areas.
1) The document provides an overview of the banking industry in India, including its history and evolution. It discusses how banks originated from goldsmiths in the 12th century and the establishment of key banks like the Bank of England and presidency banks in India.
2) It then summarizes the nationalization of banks in India in 1969 and 1980, where the government took control of major private banks to facilitate development and credit delivery. This resulted in the government controlling around 91% of banking at the time.
3) The roles of the Reserve Bank of India in regulating the banking sector through acts like the Banking Regulation Act of 1949 are also highlighted. The history provides context for how the modern Indian banking system developed and
This document appears to be a summer training project report submitted for a Post Graduate Diploma in Management program. The report focuses on credit appraisal for business loans. It includes an executive summary that provides an overview of factors considered in credit appraisal like credit history and financial guarantees. It also discusses the importance of credit for banks and associated risks. The report aims to understand various technical aspects of appraising loans to business units and projects, including assessing working capital and term loans. It will also cover non-performing assets and debt restructuring.
Principal personal tax saver fund application formPrajna Capital
[1] The document appears to be an application form for an ELSS (Equity Linked Savings Scheme) mutual fund.
[2] It requests information such as the applicant's name, address, date of birth, PAN, occupation and contact details.
[3] The form also allows the applicant to choose a nomination for the fund units and provides instructions on filling out the form.
Principal tax savings fund application formPrajna Capital
[1] The document appears to be an application form for an ELSS (Equity Linked Savings Scheme) mutual fund.
[2] It requests information such as the applicant's name, address, date of birth, PAN, occupation and details of up to three applicants.
[3] The form also allows the applicant to choose options such as mode of holding, nomination details, and whether they want communication via email or SMS updates.
Birla sun life tax relief 96 application formPrajna Capital
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.
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.
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.
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 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.
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.
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.
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.
This document is an annual confirmation form from the Social Security System of the Philippines. It collects information from pensioners to confirm their eligibility for continued pension benefits. The form collects identification information of the pensioner and their beneficiary. It asks questions about the pensioner's employment, marital, and dependent status. The pensioner must sign to certify the accuracy of the information. Bank managers or barangay chairmen can also certify the pensioner's identity. The form documents what verification materials were submitted and the actions taken and recommendations regarding the pensioner's benefits.
This document is an application for allotment of a permanent account number (PAN) under section 139A of the Indian Income Tax Act of 1961. It requests that a PAN be allotted and provides necessary details about the applicant, including name, address, date of birth, citizenship status, occupation, and proof of identity and address. If the applicant is represented by another person, it also requires details about the representative assessee. The applicant declares that all information provided is true to the best of their knowledge.
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.
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.
1. This document is an application form for an individual to apply for a Permanent Account Number (PAN) under section 139A of the Indian Income Tax Act of 1961.
2. The form requests information such as the applicant's name, father's name, date of birth, address, identification and address proofs submitted, and a declaration that the information provided is true.
3. The applicant must fill in details like their full name, gender, citizenship and income sources and attach required documents before signing and submitting the form.
This document appears to be an application form for allotment of a Permanent Account Number (PAN) in India. It requests basic personal and contact details such as name, date of birth, address, father's name, contact numbers and email. It also requests details about source of income and documents submitted as proof of identity and address. Guidelines are provided at the end on how to correctly fill the form.
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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.
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Principal personal tax saver fund application formPrajna Capital
[1] The document appears to be an application form for an ELSS (Equity Linked Savings Scheme) mutual fund.
[2] It requests information such as the applicant's name, address, date of birth, PAN, occupation and contact details.
[3] The form also allows the applicant to choose a nomination for the fund units and provides instructions on filling out the form.
Principal tax savings fund application formPrajna Capital
[1] The document appears to be an application form for an ELSS (Equity Linked Savings Scheme) mutual fund.
[2] It requests information such as the applicant's name, address, date of birth, PAN, occupation and details of up to three applicants.
[3] The form also allows the applicant to choose options such as mode of holding, nomination details, and whether they want communication via email or SMS updates.
Birla sun life tax relief 96 application formPrajna Capital
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.
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.
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.
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 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.
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.
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.
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.
This document is an annual confirmation form from the Social Security System of the Philippines. It collects information from pensioners to confirm their eligibility for continued pension benefits. The form collects identification information of the pensioner and their beneficiary. It asks questions about the pensioner's employment, marital, and dependent status. The pensioner must sign to certify the accuracy of the information. Bank managers or barangay chairmen can also certify the pensioner's identity. The form documents what verification materials were submitted and the actions taken and recommendations regarding the pensioner's benefits.
This document is an application for allotment of a permanent account number (PAN) under section 139A of the Indian Income Tax Act of 1961. It requests that a PAN be allotted and provides necessary details about the applicant, including name, address, date of birth, citizenship status, occupation, and proof of identity and address. If the applicant is represented by another person, it also requires details about the representative assessee. The applicant declares that all information provided is true to the best of their knowledge.
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.
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.
1. This document is an application form for an individual to apply for a Permanent Account Number (PAN) under section 139A of the Indian Income Tax Act of 1961.
2. The form requests information such as the applicant's name, father's name, date of birth, address, identification and address proofs submitted, and a declaration that the information provided is true.
3. The applicant must fill in details like their full name, gender, citizenship and income sources and attach required documents before signing and submitting the form.
This document appears to be an application form for allotment of a Permanent Account Number (PAN) in India. It requests basic personal and contact details such as name, date of birth, address, father's name, contact numbers and email. It also requests details about source of income and documents submitted as proof of identity and address. Guidelines are provided at the end on how to correctly fill the form.
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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.
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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.
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Principal mutual fund common application form elss funds with kim
1. Maker Bhavan - II, 1st Floor, 18, Sir Vithaldas Thackersey Marg,
New Marine Lines, Mumbai- 400 020. Application Form for ELSS
Toll Free - 1800 22 5600 • Fax: 022-2204 4990.
Website: www.principalindia.com E-mail: customer@principalindia.com
Application No.
Please read the instructions before filling the Application Form
DISTRIBUTOR INFORMATION & APPLICATION RECEIPT DATE
Broker Name & Code Sub-Broker Code I-Code Registrar Serial No. Bank Serial No. Date & Time of Receipt
ARN - 74461
Upfront commission shall be paid directly by the investor to the AMFI registered Distributors based on the investor’s assessment of various factors including the service rendered by the distributor.
1 EXISTING UNITHOLDERS DETAILS (Please note that the applicant details and mode of holding will be as per the existing Folio Number) [Refer Instruction No. B(1)]
Please fill your Folio No. and Name and then proceed to Section (6) Common Account / Folio No.
Name of Sole /
First Unit Holder
2 NEW APPLICANT'S DETAILS (Please fill in BLOCK LETTERS with black/blue ink, use one box for one alphabet leaving one box blank between two words)
NAME OF FIRST / SOLE APPLICANT Mr. Ms [Note: No Joint holding permitted in case of minor applicant - *Refer Instruction no. B(11)]
F I R S T N A M E M I D D L E N A M E L A S T N A M E
Date of Birth (Mandatory for Minor Applicant - *Enclose Supporting Document) D D M M Y Y Y Y PAN
STATUS - Resident Individual NRI / PIO / FII Partnership Firm BOI Minor Bank / FI Society/Club Trust Company Others (Please specify) _____________________
Guardian (Mandatory for Minor Applicant) / POA Holder / Contact Person (In case of non-individual Investors - PAN & KYC not required for contact person) Mr. Ms
F I R S T N A M E M I D D L E N A M E L A S T N A M E
Date of Birth D D M M Y Y Y Y PAN Relationship with Father Mother Legal Guardian
Minor Applicant [Note: *Enclose Supporting Document]
NAME OF THE SECOND APPLICANT Mr. Ms
F I R S T N A M E M I D D L E N A M E L A S T N A M E
Date of Birth D D M M Y Y Y Y PAN
NAME OF THE THIRD APPLICANT Mr. Ms
F I R S T N A M E M I D D L E N A M E L A S T N A M E
Date of Birth D D M M Y Y Y Y PAN
Kindly ensure that Copy of PAN & KYC Acknowledgement Letter are enclosed to your Application Form as per Instruction No. D of this Form.
ADDRESS OF FIRST / SOLE APPLICANT [P.O. Box Address is not sufficient]
L A N D M A R K
City State Country Pin Code
OVERSEAS ADDRESS (in case the First Applicant is NRI/FII/PIO) [P.O. Box Address is not sufficient] {Refer Instruction No. B(6)}
City State Country Zip Code
CONTACT DETAILS OF FIRST / SOLE APPLICANT (Please ensure that you fill in the contact details for us to serve you better)
Phone O R Fax
Mobile I / We wish to receive updates via SMS on my mobile (Please 3)
e-mail I N B L O C K L E T T E R S
I/We wish to receive the following documents via e-mail in lieu of physical document(s) [Please 3] Account Statement Newsletter Annual Report All Statutory Returns / Information
IF APPLICANT IS A NON-RESIDENT OCCUPATION OF 1ST APPLICANT / GUARDIAN (Please 3)
NRI (Repatriable) FII (Repatriable) NRI Minor (Repatriable) Business Service Profession Retired Agriculture
PIO NRI (Non Repatriable) NRI Minor (Non Repatriable) House Wife Student Others (Please specify) ______________________
MODE OF HOLDING (Please 3) Single Jointly Either / Anyone or Survivor (Default Option : Jointly)
3 PERSONAL IDENTIFICATION NUMBER (To serve you better)
Do you want a PIN assigned ? Yes No (In case you would want a PIN assigned; please submit a duly filled and signed PIN Form along with this Application. PIN form is available
at request / can also be downloaded from our website.)
4 NOMINATION (Please 3 and confirm the option selected) - Please Refer Instruction No. ‘E’
I/We do hereby nominate the undermentioned Nominee to receive the Units allotted to my/our credit in my/our folio in the event of my/our death. I/We also understand that all payments and
settlements made to such Nominee and Signature of the Nominee acknowledging receipt thereof, shall be valid discharge by the AMC/Mutual Fund/ Trustees.
NOMINEE’S NAME Mr. Ms
Date of Birth D D M M Y Y Y Y
(in case of minor)
NAME OF PARENT / LEGAL GUARDIAN (in case of minor) Mr. Ms
ADDRESS OF NOMINEE / GUARDIAN
City Pin Code Specimen Signature of Nominee / Guardian
OR
I/We do not wish to nominate a nominee in my / our folio.
Signature of 1st Unit Holder Signature of 2nd Unit Holder Signature of 3rd Unit Holder
[Applicants can make multiple nomination (to the maximum of three) by filing nomination form available at our Investor Service Centres / www.principalindia.com] ... continued overleaf
ACKNOWLEDGEMENT SLIP (To be filled in by the Applicant) ARN No: Application No.
Received from _____________________________________________________________________________________________________
DD MM YYYY
Cheque / DD / RTGS / NEFT No. ___________________________________________________ Dated: ______/______/______________
Drawn on Bank & Branch ___________________________________________________________________________________________
Scheme ______________________________________________________________________________________________
Amount ` ________________________________________________
Please Note : All purchases are subject to realisation of payment instrument Signature, Stamp & Date
Eligible for deduction under section 80(C) of the Income Tax Act, 1961.
2. 5 BANK ACCOUNT DETAILS (Mandatory) [Refer Instruction No. C]
Bank Name
(Do not abbreviate)
Account No. Branch / City
(Please provide the full account number)
Branch Address
Pin Code
Account Type (Please 3) For Residents Savings Current For Non-Resident NRO NRE Repatriable Non-Repatriable Others ______________________________________
MICR Code* This is a 9 digit number next to your Cheque No. Essential Enclosures : (For Direct Credit)
Only for IFSC* NEFT* Blank cancelled cheque Copy of cheque
RTGS* Code Code
Direct Credit Facility is currently available with : BNP Paribas Bank, Citibank, Deutsche Bank, ICICI Bank, IDBI Bank, HDFC Bank, HSBC Bank, Kotak Mahindra Bank, Punjab National Bank, Standard Chartered
Bank, Axis Bank, Indusind Bank and Development Credit Bank (only for dividend). For an update in this list please contact any of our ISC at the contact details provided overleaf.
• Please verify and ensure the accuracy of the bank details provided above as it shall appear in your account statement which shall be issued to you should your application be accepted. Principal Mutual
Fund shall not be held responsible for delays or errors in processing your request if the information provided is incomplete or inaccurate. [* indicates - Mandatory]
6 DOCUMENTS ENCLOSED (Please 3)
MOA & AOA Trust Deed Bye-Laws Partnership Deed Resolution / Authorisation to invest List of Authorised Signatories with Specimen Signature(s) POA
7 PAYMENT DETAILS (Mandatory) [Refer Instruction No. C]
(i) Investment (ii) DD Charges (`) Net Amount (`)
Amount (`) (i)+(ii)
Mode of Payment (Please 3) Cheque DD RTGS NEFT ECS Funds Transfer *Cheque / DD / RTGS / NEFT No.
Account Type (Please 3) Savings Current NRE NRO FCNR NRSR Dated D D M M Y Y Y Y
Payment from
Bank A/c. No. Name of 1st Bank A/c holder
Drawn on Bank Name of 2nd Bank A/c holder
Branch & City Name of 3rd Bank A/c holder
Details of the Payer (In case, the First Unitholder is not one of the Bank A/c. holder as mentioned above)
Name Enclosed (please 3)
Parent/Grand Parent/related person:
Name KYC Acknowledgement Letter
Employer:
Custodian: Name Declaration of the Bank A/c.
Please enclose relevant documents as indicated below as per the Mode of Payment: • RTGS / NEFT / ECS / Bank Transfer - Instruction to the Bank from the Unitholder to Debit the Account.
• DD / Pay order / Banker’s Cheque and the like - Declaration / Acknowledgement from Bank Copy of Passbook / Bank Statement
* Please mention the Application No., PAN and Name of the First Unitholder on the reverse of the Payment Instrument. To prevent fraudulent practices Investors are urged to make the Payment Instruments favouring “Name
of the Scheme A/c. First Investor Name” OR “Name of the Scheme A/c. Permanent Account Number” OR “Name of the Scheme A/c. Folio Number” and the same should be crossed “Account Payee Only”.
8 INVESTMENT DETAILS (Please 3 Choice of Scheme) - Please ensure there is only one cheque/DD per application form
Principal Tax Savings Fund Principal Personal Tax Saver Fund
9 ASSIGNMENT CLAUSE (Relevant for resident applicant of the Principal Tax Savings Fund and Principal Personal Tax Saver Fund)
I* hereby assign all the benefits that may be payable in the event of my accidental death by the
concerning Insurance Company ["Insurer"] under the Insurance Policy arranged by the Company for the investors in Principal Tax Savings Fund / Principal Personal Tax Saver Fund; in favour of :
Name of Assignee Mr/Ms/Mrs Date of Birth D D / M M / Y Y Y Y
having his/her address at
City Pin State
Name of Guardian (where the Assignee is a Minor)
I further declare that receipt of the benefits, if any, by the above named Assignee shall be sufficient discharge thereof to the Insurer/ Company.
I also confirm having noted the key terms and conditions of the referred accidental death insurance cover as provided in the Scheme Information Document. The decision of the Insurer on any matter related to
admissibility of a claim shall be final and binding. Date Place Witness Name
Witness Address Witness Signature
* Name of the - Sole/First Applicant only in case of an individual applicant, Karta in case of HUF and First Applicant in case of Association of Persons (AOP)/Body of Individuals.
Minor's Relationship
It is compulsory for the applicants to furnish details of the assignee for this insurance cover in the space provided for in the application form. Investor may not get covered under insurance if the assignee is not appointed.
10 DECLARATION AND SIGNATURES
I/We have read and understood the contents of the Scheme Information Document/s to the Scheme(s) including the sections on “Prevention
of Money Laundering and Know Your Customers”. I / We hereby apply to the Trustees of the Principal Mutual Fund (the Mutual Fund) for APPLICANT SIGNATURE POA HOLDER SIGNATURE
units of the Scheme as indicated above [“the Scheme”] and agree to abide by the terms and conditions, of the Scheme and such other Signature of
scheme(s) of the Mutual Fund [Scheme(s)] into which my/our investment may be moved pursuant to any instruction received from me/us
to sweep/switch the units as applicable to my / our investment including any further transaction under the Scheme(s). I / We have not 1st Applicant / POA Details - Name
received nor have been induced by any rebate or gifts, directly or indirectly, in making this investment. I/We further declare that the POA Holder /
amount invested by me/us in the Scheme(s) is derived through legitimate sources and is not held or designed for the purpose of contravention Guardian PAN
of any act, rules, and regulations or any statute or legislation or any other applicable laws or any notifications, directions issued by any
governmental or statutory authority from time to time. I/We hereby confirm that I/We have read and understood the contents on “Third Enclosed (please 3) PAN KYC (Attach copy of PAN & KYC^)
Party Payments” and confirm that the payment for this subscription application has been made from my/our Account or from such
SIGNATURES
accounts as permitted by SEBI / AMFI and provided in the said section on Third Party Payments. Further, relevant declaration and documents APPLICANT SIGNATURE POA HOLDER SIGNATURE
as mandated herein have been provided for the mode of my payment.
I/We further confirm that I/we have the express authority from the relevant constitution to invest in the units of the Scheme and the Signature of
Principal Pnb Asset Management Company Pvt. Ltd. [AMC], its Trustee and the Mutual Fund would not be responsible if the investment 2nd Applicant / POA Details - Name
is ultra vires the relevant constitution. POA Holder
I/We further confirm that the ARN holder (Broker/Sub-Broker) has disclosed to me/us all the commissions (in the form of trail commission PAN
or any other mode), payable to him for the different competing Schemes of various Mutual Funds from amongst which the Scheme(s) has Enclosed (please 3) PAN KYC (Attach copy of PAN & KYC^)
been recommended to me/us.
I / We authorize AMC to reject the application, reverse the units credited, restrain me/us from making any further investment in any of the
Scheme/s of Principal Mutual Fund, recover / debit my/our folio(s) with the penal interest and take any appropriate action against me/us APPLICANT SIGNATURE POA HOLDER SIGNATURE
in case the cheque(s) / payment instrument is /are returned unpaid by my/our bank for any reason whatsoever. Signature of
I/We hereby further agree that AMC can directly credit all the dividend payouts and redemption amount to my / our bank account, where 3rd Applicant / POA Details - Name
AMC has such arrangement with my / our Bank. POA Holder
Applicable to NRIs only: I / We confirm that I am / we are Non- Residents of Indian Nationality / Origin and I / We hereby confirm PAN
that the funds for subscription have been remitted from abroad through approved banking channels or from funds in my/our
Non-Residents External / Ordinary Account /FCNR Account. Enclosed (please 3) PAN KYC (Attach copy of PAN & KYC^)
^ Refer Instruction No. D
For investment related enquiries, Investor Grievance please contact:
Principal Mutual Fund Principal Mutual Fund
Exchange Plaza, ‘B’ Wing, 2nd Floor, NSE Building, Maker Bhavan - II, 1st Floor, 18, Sir Vithaldas Thackersey Marg,
Bandra Kurla Complex, Bandra (E), New Marine Lines, Mumbai- 400 020.
Mumbai - 400 051. TOLL FREE: 1800 22 5600. Fax: 022-2204 4990.
(Not an Official Point of Acceptance) Email : customer@principalindia.com Website : www.principalindia.com
CHECK LIST : Please ensure the following : • Application form is complete in all respects and signed by all Applicants • Bank Account details are filled • Copy of PAN card • Copy of Know Your Customer (KYC)
Acknowledgement letter issued by CDSL Ventures Ltd / printout of KYC compliance status downloaded from CVL website, as applicable • Appropriate options are filled • To prevent fraudulent practices investor
are urged to make the Payment Instruments favouring “Name of the Scheme A/c. First Investor Name” OR “Name of the Scheme A/c. Permanent Account Number” OR “Name of the Scheme A/c.
Folio Number” and the same should be crossed “Account Payee Only”. • If you are investing for the first time, please ensure that you fill in the contact details for us to serve you better.