ONE TIME BANK MANDATE

(NACH / Direct Debit Mandate Form)

(Applicable for Lumpsum Additional Purchases as well as SIP Registration)
APP No.:

UMRN (For Office Use Only) Date: D D M M Y Y Y Y

Sponsor Bank Code (For Office Use Only) Create x Modify x Cancel

Utility Code (For Office Use Only) I/We hereby authorize Nippon India Mutual Fund

OTBM + Multiple Sip Enrollment Form / 01st April 2024 / Ver 2.6
to debit (tick ) SB / CA / CC / SB-NRE / SB-NRO / Other Bank a/c number (Destination Bank Account Number)

With Bank (Name of Destination Bank) IFSC / MICR

an amount of Rupees (Amount in word) ` (Amount in figure)

DEBIT TYPE x Fixed Amount Maximum Amount FREQUENCY: x Monthly x Quarterly x Half Yearly x Yearly as & when presented

Reference 1 (Folio No.) Reference 2

1. I agree for the debit of mandate processing charges by the bank whom I am authorizing to debit my account as per latest schedule of charges of the bank. 2. This is to
confirm that the declaration has been carefully read, understood & made by me/us. I am authorising the user entity/Corporate to debit my account, based on the
instructions as agreed and signed by me. 3. I have understood that I am authorized to cancel/amend this mandate by appropriately communicating the cancellation
/ amendment request to the user entity / corporate or the bank where I have authorized the debit.
From : D D M M Y Y Y Y

To: 3
D 1
D 1
M 2
M 2 0 Y6 Y0
Y Y Signature of Account Holder Signature of Account Holder Signature of Account Holder

Phone No: Name as in Bank Record Name as in Bank Record Name as in Bank Record
1 2 3
***As per NPCI Circular effective from 01st April 2024, Maximum period of validity of this mandate is 40 years only.

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TH I
*I/We hereby declare that the particulars given on this mandate are correct and complete. If the transaction is delayed or not effected at all for reasons of incomplete or incorrect information, I/We
would not hold Nippon India Mutual Fund, their representatives, service providers, participating banks & other user institutions responsible. I/We have read the Terms & Conditions and agree to
discharge the responsibility expected of me/us as a participant/s under the scheme. I/We authorize use of above mentioned contact details for the purpose of this specific mandate instruction
processing. I/We hereby confirm adherence to terms on this mandate.I hereby authorize the representatives of Nippon Life India Asset Management Limited and its Associates to contact me
through any mode of communication.

Authorisation to Bank: I/We wish to inform you that I/we have registered with Nippon India Mutual Fund for NACH / Direct Debit through their authorised Service Provider(s) and representative for
my/our payment to the above mentioned beneficiary by debit to my/our above mentioned bank account. For this purpose I/We hereby approve to raise a debit to my/our above mentioned
account with your branch. I/We hereby authorize you to honor all such requests received through to debit my/our account with the amount requested, for due remittance of the proceeds to the
beneficiary.

OTBM + Multiple Sip Enrollment Form / 01st April 2024 / Ver 2.6
FOR OFFICE USE ONLY (Not to be filled in by Investor)
Affix Barcode Date and Time Stamp No.

A N K
P T BL
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 SIP ENROLLMENT DETAILS
TO BE FILLED IN CAPITAL LETTERS. PLEASE ( ) WHEREVER APPLICABLE

APP No.:
MFD /RIA INFORMATION (Refer Instruction No. 25)
Name & ARN Code Sub Agent ARN Code Sub Agent Code /Bank Branch Code/ Internal Code *Employee Unique Identification Number RIA Code++

ARN-(ARN stamp here) ARN-

*Please sign below in case the EUIN is left blank/not provided. I/We hereby confirm that the EUIN box has been intentionally left blank by me/us as this transaction is executed without any interaction or advice by the

OTBM + Multiple Sip Enrollment Form / 01st April 2024 / Ver 2.6
employee/relationship manager/sales person of the above distributor/sub broker or notwithstanding the advice of in-appropriateness, if any, provided by the employee/relationship manager/sales person of the distributor/sub broker.

SIGN First / Sole Applicant / Guardian / Second Applicant / Third Applicant /

HERE Authorised Signatory Authorised Signatory Authorised Signatory
REQUEST FOR Registration of SIP (Default option if not selected) Registration of Micro SIP
SIP TYPE SIP with first installment through cheque SIP with first installment through OTBM$$ SIP without first installment
$$
This facility is available only for investors whose OTBM is already registered in the folio mentioned in the application form. First instalment shall be debited
from investor's OTBM registered bank a/c on the next business day from the date of receipt of application.

APPLICANT DETAILS FOLIO NO.

Name of Sole/1st holder Mr./Ms./M/s PAN No / PEKRN. M A N D A T O R Y KYC

Name of 2nd holder Mr./Ms. PAN No / PEKRN. M A N D A T O R Y KYC

Name of 3rd holder Mr./Ms. PAN No / PEKRN. M A N D A T O R Y KYC

UNITHOLDING OPTION - Demat Mode Physical Mode (Ref. Instruction No. 23) Demat Account details are compulsory if demat mode is opted.)
National Securities Depository Limited (NSDL) Central Depository Securities Limited (CDSL)
I N
DP ID No. Beneficiary Account No. Target ID No.

Enclosures (Please tick any one box) : Client Master List (CML) Transaction cum Holding Statement Cancelled Delivery Instruction Slip (DIS)

SIP DETAILS (Refer Instruction No. 14. If the investor wishes to invest in Direct Plan please mention Direct Plan against the scheme name. Please refer respective SID/KIM for product labeling)
** In case of Nippon India ELSS Tax Saver Fund, Nippon India Retirement fund - Income Generation Plan & Nippon India Retirement fund- Wealth Creation Plan, the SIP amount should be in multiples of ` 500.
$ Investor has to mandatorily mention “END DATE”. "END DATE” is mandatory and should be less than or equal to 40 years from the application date.
Frequency SIP Step-Up Facility (Optional) (Refer Instruction No. 26)
Scheme / Plan / Option (Please any one) Enrollment Period SIP Date Amount Amount Frequency Count
Nippon India Daily
$$
Weekly
$$
From M M Y Y Y Y D D
Half-yearly Increase SIP amount
Scheme 1

Monthly (Default) To $ M M Y Y Y Y (Any date from 1st to 31st

` ` time(s)
of a given month)
## (in figures)
(Multiples of ` 100 only**) Yearly (Default) (Default 1 time)
Quarterly Yearly OR Default Date (31/12/2060)
Plan: Direct Regular
Nippon India Daily
$$
Weekly
$$
From M M Y Y Y Y D D
Scheme 2

Half-yearly Increase SIP amount

Monthly (Default) To $ M M Y Y Y Y (Any date from 1st to 31st
` ` time(s)
of a given month)
## (in figures)
(Multiples of ` 100 only**) Yearly (Default) (Default 1 time)
Quarterly Yearly OR Default Date (31/12/2060)
Plan: Direct Regular

Nippon India Daily

$$
Weekly
$$
From M M Y Y Y Y D D
Scheme 3

Half-yearly Increase SIP amount

Monthly (Default) To$ M M Y Y Y Y (Any date from 1st to 31st
` ` time(s)
of a given month)
## (in figures)
(Multiples of ` 100 only**) Yearly (Default) (Default 1 time)
Quarterly Yearly OR Default Date (31/12/2060)
Plan: Direct Regular

Nippon India Daily

$$
Weekly
$$
From M M Y Y Y Y D D
Scheme 4

Half-yearly Increase SIP amount

Monthly (Default) To $ M M Y Y Y Y (Any date from 1st to 31st
` ` time(s)
of a given month)
## (in figures)
(Multiples of ` 100 only**) Yearly (Default) (Default 1 time)
Quarterly Yearly OR Default Date (31/12/2060)
Plan: Direct Regular

Nippon India Daily

$$
Weekly
$$
From M M Y Y Y Y D D
Scheme 5

Half-yearly Increase SIP amount

Monthly (Default) To $ M M Y Y Y Y (Any date from 1st to 31st
` ` time(s)
of a given month)## (in figures)
(Multiples of ` 100 only**) Yearly (Default) (Default 1 time)
Quarterly Yearly OR Default Date (31/12/2060)
Plan: Direct Regular
Note : $$ Daily & Weekly SIP Frequencies are applicable for normal SIP and not for Flex SIP & Pause Facility. ##For weekly frequency, only 1st, 8th, 15th & 22nd date are eligible of every month.

DECLARATION I/We would like to invest in above mentioned scheme subject to terms of the Statement of Additional Information (SAI), Scheme Information Document (SID), Key Information
Memorandum (KIM) and subsequent amendments thereto. I/We have read, understood (before filling application form) and is/are bound by the details of the SAI, SID & KIM including details relating
to various services. By filling up this form I understand that the amount towards my lumpsum / systematic investment plan (SIP) transaction will be debited from bank account details provided in my
One Time Bank Mandate Form. I/We have not received nor been induced by any rebate or gifts, directly or indirectly, in making this investment. I /We declare that the amount invested in the Scheme is
through legitimate sources only and is not designed for the purpose of contravention or evasion of any Act / Regulations / Rules / Notifications /Directions or any other Applicable Laws enacted by the
Government of India or any Statutory Authority. I accept and agree to be bound by the said Terms and Conditions including those excluding/ limiting the Nippon Life India Asset Management Limited
(NAM India) liability. I understand that the NAM India may, at its absolute discretion, discontinue any of the services completely or partially without any prior notice to me. I agree NAM India can debit
from my folio for the service charges as applicable from time to time. 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. I hereby declare that the above information is given by the
undersigned and particulars given by me/us are correct and complete. Further, I agree that the transaction charge (if applicable) shall be deducted from the subscription amount and the said
charges shall be paid to the distributors.
I confirm that I am resident of India. I/We confirm that I am/We are Non-Resident of Indian Nationality/Origin and I/We hereby confirm that the funds for subscription have been remitted from
abroad through normal banking channels or from funds in my/our Non-Resident External /Ordinary Account/FCNR Account. I/We undertake that all additional purchases made under this folio will
also be from funds received from abroad through approved banking channels or from funds in my/ our NRE/FCNR Account.
++ I/We, have invested in the Scheme(s) of your Mutual Fund under Direct Plan. I/We hereby give you my/our consent to share/provide the transactions data feed/ portfolio holdings/ NAV etc. in
respect of my/our investments under Direct Plan of all Schemes Managed by you, to the above mentioned Mutual Fund Distributor / SEBI-Registered Investment Adviser.
I hereby authorize the representatives of Nippon Life India Asset Management Limited and its Associates to contact me through any mode of communication.

SIGNATURE
By signing this SIP enrolment form I/We understand that the amount will be debited from the Bank account mentioned in One Time Bank Mandate Form.

SIGN First / Sole Applicant / Guardian/ Second Applicant/ Third Applicant/

HERE Authorised Signatory Authorised Signatory Authorised Signatory

Investors are requested to note that the amount mentioned in One Time Bank Mandate should be the maximum amount that you would like to invest in schemes of NIMF on any transaction day.
 INSTRUCTIONS cum TERMS AND CONDITIONS
(1) Auto Debit facility is offered only to the investors maintaining their bank accounts with Bank of Baroda Call Center, Transaction through mobile WAP (Web Access Portal) Site, Transaction through NIMF
/ Bank of India / HDFC Bank / ICICI Bank / AXIS Bank / State Bank of India / Union Bank Of India / website. If only the mobile number of the investor is registered with NAM India/NIMF, investor can
Allahabad Bank / Punjab National Bank / Central Bank of India / Bank of Maharashtra. The above list is execute transaction only through SMS. For further details investors are requested to refer SAI.
subject to change from time to time. "National Automated Clearing House (NACH)" is Direct Electronic (20) Kindly note that in case of a folio with joint Unitholders, having mode of operations as "either or
Debit mode implemented by National Payments Corporation of India (NPCI), list of banks is available survivor" or "anyone or survivor any one of the Investor(s) can transact through SMS, provided that
on NPCI website www.npci.org.in. The said list is subject to modifications. The investor agrees to abide such instruction is received vide an SMS from the mobile number registered with NAM India with
by the terms and conditions of NACH Debit / Auto Debit facility of Reserve Bank of India / Banks. If any respect to the concerned folio.
city / bank is removed from the above mentioned list NAM India at its sole discretion may accept Post
(21) Permanent Account Number (PAN): SEBI has made it mandatory for all applicants (in the case of
Dated Cheques (PDC's) from the investors for the balance period.
application in joint names, each of the applicants) to mention his/her permanent account number
(2) Nippon India Mutual Fund (NIMF) / NAM India, its registrars and other service providers shall not be held (PAN) irrespective of the amount of purchase. Where the applicant is a minor, and does not possess
responsible or will not be liable for any damages and will not compensate for any loss, damage etc. his / her own PAN, he / she shall quote the PAN of his/ her father or mother or the guardian, signing on

OTBM + Multiple Sip Enrollment Form / 01st April 2024 / Ver 2.6
incurred to the investor. The investor assumes the entire risk of using this facility and takes full behalf of the minor, as the case may be. In order to verify that the PAN of the applicants (in case of
responsibility. Investor will not hold NIMF / NAM India, its registrars and other service providers application in joint names, each of the applicants), the applicants shall attach along with the
responsible if the transaction is delayed or not effected or the investor bank account is debited in purchase application, a photocopy of the PAN card duly self-certified along with the original PAN Card.
advance or after the specific SIP date due to various clearing cycles of NACH Debit / Auto Debit / local The original PAN Card will be returned immediately across the counter after verification. Micro SIP &
holidays. Investors residing in the state of Sikkim are exempted from the mandatory requirement of PAN proof
(3) Investors are required to submit One Time Bank Mandate Form and Multiple Sip Enrollment Form along submission however they are required to mandatorily submit KYC Acknowledgement copy.
with a photo copy/cancelled cheque of Debit Bank Account (as mentioned on the One Time Bank Applications not complying with the above requirement may not be accepted/processed.
Mandate Form) atleast 25th calendar days before the first SIP Installment date for NACH Debit & Auto Additionally, in the event of any Application Form being subsequently rejected for mismatch / non-
Debit Clearing. In case One time Bank Mandate form is already registered in the folio then the verification of applicant's PAN details with the details on the website of the Income Tax Department, the
subsequent SIP registration request provided in the same folio will be processed with in 12 calendar investment transaction will be cancelled and the amount may be redeemed at the applicable NAV,
days. subject to payment of exit load, if any. Please contact any of the Investor Service Centres/Distributors
or visit our website https://mf.nipponindiaim.com for further details.
(4) An investor can opt for Daily, Weekly, Monthly, Quarterly and Yearly frequency for SIP. In case the
(22) Prevention of Money Laundering and Know Your Client (KYC): SEBI has prescribed uniform uniform
investor has not specified the frequency then by default the frequency will be treated as Monthly. If an
KYC compliance procedure for all the investors dealing with them. SEBI also issued KYC Registration
investor does not mention SIP start date appropriately, the SIP will by default start from the next month
Agency ( "KRA") Regulations 2011 and the guidelines in pursuance of the said Regulations and for In-
after meeting the minimum registration requirement of 25th calendar days or 12 calendar days as
Person Verification ("IPV"). All investors (individual and non- individual) are required to be KYC
applicable ( Refer point 3). If an investor does not mention SIP end date appropriately the tenure of SIP
compliant. However, applicants should note that minors cannot apply for KYC and any investment in
shall be considered same as OTBM end date. As per NPCI Circular effective from 01st April 2024,
the name of minors should be through a Guardian, who should be KYC compliant for the purpose of
Maximum period of validity of this mandate is 40 years only.
investing with a Mutual Fund. Should the applicant desire to change KYC related information, POS will
(5) An investor shall have the option of choosing for 1 or more than 1 SIP in the same scheme same plan extend the services of effecting such changes. In case of an existing investor of NIMF who is already
and in the same month. The investor can choose the SIP Dates from 1st to 31st of any given day of the KYC Compliant under the erstwhile centralized KYC with CVL (CVLMF) then there will be no effect on
month for SIP registered through One Time Bank Mandate. In case the chosen date falls on a non- subsequent Purchase/Additional Purchase (or ongoing SIPs/STPs, etc) in the existing folios/accounts
business day then the transaction will be processed on the next business day or on a date which is not which are KYC compliant. Existing Folio holder can also open a new folio with Nippon India Mutual Fund
available in a particular month then SIP will be processed on the first business day of subsequent with the erstwhile centralized KYC.
month. For example, if an investor selects SIP date as 31st, the June month instalment will be processed
(I) In case of an existing investor of Nippon India Mutual Fund and who is not KYC Compliant as
on 1st July. Only for Daily SIP frequency in case of mandates received with dates between 29th to 31st
per our records, the investor will have to submit the standard KYC Application forms
of a month, the SIP would commence from 1st of the subsequent month. For Daily SIP frequency option
available in the website www.cvlkra.com along with supporting documents at any of the
SIP will be executed on Daily basis and for Weekly SIP frequency Option SIP will be executed on 1st, 8th,
SEBI registered intermediaries at the time of purchase / additional purchase / new
15th and 22nd of every month. More than one SIP for the same debit date shall be acceptable. If an
registration of SIP/STP etc. In Person Verification (IPV) will be mandatory at the time of KYC
investor does not mention SIP Date in the application form or multiple SIP dates are mentioned in the
Submission.
SIP Mandate or the SIP Date is unclear in the application form / SIP Mandate, the default SIP date shall
be treated as 10th as per the frequency defined by the investor. In case the criteria are not met the SIP (ii) Investors who have complied with KYC process before December 31, 2011 (KYC status with
would start on the same date from the next month. Investors should check the same at the CVL-KRA as "MF - VERIFIED BY CVLMF") and not invested in the schemes of Nippon India
Designated Investor Service Centre of Nippon India Mutual Fund before investing. Units will not be Mutual Fund i.e not opened a folio earlier, and wishes to invest on or after December 01, 2012,
created in cases of Non Transaction Day / Holiday in case of Daily SIP. Daily SIP Frequency would not be such investors will be required to submit 'missing/not available' KYC information and
available in case of Daily IDCW Plans of the Schemes. complete the IPV requirements.
Updation of 'missing / not available' KYC information along with IPV is currently a one-time
(6) For details about the Scheme and its facility please refer the SID, SAI & KIM of the respective schemes /
requirement and needs to be completed with any one of the mutual funds i.e. need not be
Addendum issued from time to time carefully before investing.
done with all the mutual funds where investors have existing investments. The said form is
(7) In case of three consecutive failures due to insufficient balance in bank account while processing available on NIMF's website i.e. https://mf.nipponindiaim.com or on the website of
request for SIP, NAM India shall reserve the right to terminate the SIP without any written request from Association of Mutual Funds in India i.e. www.amfiindia.com or on the website of any
the investor. In the meantime, if any debits for subsequent installments is effected by banker, then authorised KRA's. Once the same is done then the KYC status at CVL-KRA will change to
Units would get created for the same. Verified by CVL KRA' after due verification. In such a scenario, where the KYC status changes
(8) SIP Amount: to 'Verified by CVL KRA', investors need not submit the 'missing/not available' KYC
information to mutual funds again.
SIP Frequency SIP Period Minimum Amount
Minimum 3 months 100 per Instalment and in multiples of Rs.1 thereafter
(23) Communication for the investors:
Daily
Minimum 1 month 500 per Instalment and in multiples of Rs.1 thereafter a) In accordance with Clause 14.4 of SEBI Master Circular dated May 19, 2023 and SEBI Circular no.
Minimum 1 year 100 per Instalment and in multiples of Rs.1 thereafter CIR/MRD/DP/31/2014 dated November 12, 2014 the investor whose transaction has been accepted by
Weekly
Minimum 3 months 500 per Instalment and in multiples of Rs.1 thereafter the NAM India/NIMF shall receive a confirmation by way of email and/or SMS within 5 Business Days
from the date of receipt of transaction request, same will be sent to the Unit holders registered e-mail
(9) In case an investor wishes to change the bank account details for the existing SIP registered through
address and/or mobile number.
Auto debit / NACH Debit mode, then he has to provide Change of bank details for One Time Bank
Mandate. The existing SIP registration will not get cancelled. The investor has to submit the Change of b) In case of DOB, mobile no. & email ID not provided on the application form then, it will be captured as
bank details for One Time Bank Mandate atleast 21 business days prior to the next SIP Debit date. per KYC records.
(10) In case the Investor wishes to cancel the One Time Bank Mandate / SIP , Investor will have to submit an Thereafter, a Consolidated Account Statement ("CAS") shall be issued in line with the following
One Time Bank Mandate Cancellation Form or SIP cancellation form , at least 10 business days prior to procedure:
next SIP due date. 1. Consolidation of account statement shall be done on the basis of PAN. In case of multiple
holding, it shall be PAN of the first holder and pattern of holding.
(11) Investors may note that all the transactions executed through Invest Easy such as "Online
Transactions" (whether on our website or through any other application using the internet) 2. The CAS shall be generated on a monthly basis and shall be issued on or before 10th of the
"Transactions through call center", "Transactions through SMS", "Transactions through Mobile Phone" or immediately succeeding month to the unit holder(s) in whose folio(s) transaction(s)
any other facility as offered by NIMF from time to time using the IPIN / One Time Password (OTP) will be has/have taken place during the month.
considered as transaction through the mentioned broker (ARN) mentioned on this "SIP Enrollment 3. In case there is no transaction in any of the mutual fund folios then CAS detailing holding of
Details" Form. investments across all schemes of all Mutual Funds will be issued on half yearly basis [at the
(12) The Broker Code given in this mandate will be applicable for all the transactions done through Invest end of every six months (i.e.September/ March)]
Easy mode. In case there is a change of Broker Code then the investors are requested to cancel the 4. Investors having MF investments and holding securities in Demat account shall receive a
existing mandate and register a fresh mandate with us. Consolidated Account Statement containing details of transactions across all Mutual Fund
schemes and securities from the Depository by email / physical mode.
(13) For Direct Investment Please Mention "Direct in the Column "Name & Broker Code/ARN.
5. Investors having MF investments and not having Demat account shall receive a Consolidated
(14) Investors are required to clearly indicate the plans/options in the application form of the scheme.
Account Statement from the MF Industry containing details of transactions across all Mutual
Broker Code mentioned Plan mentioned by Default Plan to Fund schemes by email /physical mode. The word 'transaction' shall include purchase,
Sr redemption, switch, Payout of Income Distribution cum capital withdrawal option,
by the investor the investor be captured
Reinvestment of Income Distribution cum capital withdrawal option, systematic investment
1 Not mentioned Not mentioned Direct Plan
plan, systematic withdrawal plan and systematic transfer plan transactions. CAS shall not be
2 Not mentioned Direct Plan Direct Plan received by the Unit holders for the folio(s) wherein the PAN details are not updated. The Unit
3 Not mentioned Regular Plan/Other than Direct Plan Direct Plan holders are therefore requested to ensure that the folio(s) are updated with their PAN. For
4 Mentioned Direct Plan Direct Plan Micro SIP and Sikkim based investors whose PAN details are not mandatorily required to be
5 Direct Not mentioned Direct Plan updated Account Statement will be dispatched by NAM India/NIMF for each calendar month
6 Direct Regular Plan/Other than Direct Plan Direct Plan on or before 10th of th immediately succeeding month.
7 Mentioned Regular Plan/Other than Direct Plan Regular Plan/Other than Direct Plan In case of a specific request received from the Unit holders, NAM India / NIMF will provide the account
8 Mentioned Not mentioned Regular Plan/Other than Direct Plan statement to the investors within 5 Business Days from the receipt of such request.
(24) Units held in the dematerialized form: Unitholders can have a option to hold the units in
Investor may note that following shall be applicable for default plan dematerialized form in terms of the guidelines / procedural requirements as laid by the Depositories
In cases of wrong/ invalid/ incomplete ARN/ Unempanelled ARN codes mentioned on the application (NSDL/CDSL) / Stock Exchanges (NSE / BSE). Please ensure that the sequence of names as mentioned
form, the application shall be processed under Direct Plan. Similarly, in the absence of clear indication in the application form matches with that of the account held with any one of the Depository
as to the choice of option (Growth or Payout of Income Distribution cum capital withdrawal option), by Participant.
default, the units will be allotted under the Growth Option of the default /selected plan of the scheme. (25) Employee Unique Identification Number (EUIN) would assist in tackling the problem of mis-selling even
(15) Applications should be submitted at any of the Designated Investor Service Centre (DISCs) of NAM if the employee/relationship manager/sales person leave the employment of the distributor.
India orKFin Technologies Limited (Formerly KFin Technologies Private Limited). (26) Nippon India STEP-UP Facility: Under this facility the Investor can increase the SIP installment
(excluding MICRO SIP) at pre-defined intervals by a fixed amount. This facility is available for all
(16) Existing unit holders should note that unit holders' details and mode of holding (single, jointly, anyone
categories of investors. For availing the said facilities, investors are required to note the following:
or survivor) will be as per the existing Account.
1. Investor willing to register STEP-UP should provide the STEP-UP details along with the SIP enrolment
(17) (i) NAM India reserves the right to reject any application without assigning any reason thereof. NAM
details and is also required to fill up " One Time Bank Mandate Form" from which the amount shall be
India in consultation with Trustees reserves the right to withdraw these offerings, modify the procedure,
debited. Investors who are currently registered under Invest Easy - Individuals facility may avail this
frequency, dates, load structure in accordance with the SEBI Regulations and any such change will be
facility without registering the One Time Bank Mandate. 2. The minimum amount for Nippon India
applicable only to units transacted pursuant to such change on a prospective basis.
STEP-UP facility is `100/- and in multiples of `100/- [except for Nippon India ELSS Tax Saver Fund, Nippon
(ii) If the Purchase / SIP transaction of any of the specific scheme(s) cannot be processed then the India Retirement fund - Income Generation Plan & Nippon India Retirement fund- Wealth Creation
entire application is liable for rejection and the Purchase / SIP proceeds if any debited from the Plan for which the minimum amount shall be `500/- and in multiple of `500/-. 3. Daily, Weekly and
investor’s account will be refunded back to the investor’s bank account. Monthly SIP offers STEP-UP frequency at half yearly and yearly intervals. Quarterly and Yearly SIP offers
STEP-UP frequency at yearly interval only. In case STEP-UP frequency is not indicated, it will be
(18) No entry load will be charged with effect from August 1, 2009. Exit Load as applicable in the respective
considered as Yearly by Default. 4. There should be clear indication about STEP-UP Count i.e. the
Scheme at the time of enrolment of SIP will be applicable.
number of times the SIP Installment amount should be increased. In case STEP-UP amount is
(19) In order to transact through Call Center, SMS, online mode whether through NIMF website or any other mentioned and STEP-UP count is not indicated, it will be considered as 1 (One) by Default. 5. The date
application using the internet and /or through Mobile or any other device, the investor needs to have for Nippon India STEP-UP Facility will correspond to the registered SIP. The enrolment period specified in
the IPIN, issued by NAM India. By filling this form the investor will be issued IPIN by default in case he has the Nippon India STEP-UP form should be less than or equal to the enrolment period mentioned in the
not opted for the same earlier. This IPIN can also be used by the investor to Transact Online. If only the SIP. 6. In case of any deviation in period, the tenure of the SIP shall be considered.
email id of the investor is registered with NAM India / NIMF, investor can execute Transaction through