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Merks Common Transaction Slip

This document is a common transaction slip for a mutual fund account, which allows the account holder to conduct transactions like additional purchases, redemptions, and switches between fund schemes. It collects information like the holder's name and PAN, details of the transaction like amount and fund name, and bank account information for redemptions or switches. The slip must be signed by all account holders to authorize the transactions.

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MERKS CAPITAL
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© © All Rights Reserved
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Download as PDF, TXT or read online on Scribd
38 views

Merks Common Transaction Slip

This document is a common transaction slip for a mutual fund account, which allows the account holder to conduct transactions like additional purchases, redemptions, and switches between fund schemes. It collects information like the holder's name and PAN, details of the transaction like amount and fund name, and bank account information for redemptions or switches. The slip must be signed by all account holders to authorize the transactions.

Uploaded by

MERKS CAPITAL
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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COMMON TRANSACTION SLIP

ARN - 110239 EUIN E172781


Folio No. ___________________________________________________

Sole/First Holder : ________________________________________________ PAN NO : _____________________

ADDITIONAL PURCHASE

Scheme : __________________________________________ Plan: __________________ Option : _________

O Dividend Payout or O Reinvestment Dividend Frequency : ______________________

O Growth O Bonus

Investment Mode O Cheque / DD / Pay order O RTGS/NEFT/Fund Transfer/Online Transfer

Chq/DD No. _____________ Date : __________ Amount ₹. : ____________________

Drawn Bank : _______________________________ Branch : ________________________ PIN : ___________

REDEMPTION

Scheme : __________________________________________ Plan: __________________ Option : _________

No of units : _____________ or O All Units Amount in ₹. _____________________________


Investors who have REGISTERED FOR MULTIPLE BANK ACCOUNTS FACILITY in the above folio. The redemption should be processed into the following
bank account as per the payout mechanism indicated by me/us.

Name of Bank : _____________________________________Bank A/c No. __________________________Branch: _________________

Important Note: If the bank account mentioned above is different from those already registered in your folio, prescribed supporting documents have to be submitted. If bank account details are not filled above
OR incorrect/incomplete supporting documents are submitted for new bank account, the redemption will be processed into the 'Default' bank account registered for the aforesaid folio. The Asset Management
Company will not be liable for any loss araising to the unitholder(s) due to the credit of redemption proceeds into any of the bank accounts registered with us for the aforesaid folio

SWITCH

From Scheme : __________________________________________Plan:_______________Option: ____________

To Scheme : ___________________________________________Plan:________________Option: ____________

No of units ______________________ or O All units or Amount ₹. _________________

I/We have read & understood the contents of the Offer document(s)/KIM and addendum(s) there to of the respective Scheme(s) and agree to abide by the terms conditions, rules & regulations of the Scheme
as applicable from time to time

Signature(s)

___________________________ __________________________ __________________________


Sole /First / Guardian Second Holder Third Holder

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