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Common Transaction Form

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13 views

Common Transaction Form

Uploaded by

akanksha8
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Common Transaction Form

To______________ Mutual Fund ARN-115287 E-


Folio No. : ___________________________
: ____________________________ Sub-ARN-

Additional Purchase
I/we would like to purchase additional Units as per the following details:
Scheme Name : __________________________________________
Option : _________________
Cheque / DD No. : ______________________ Cheque/DD Date _____/____/______

Bank & Branch Name : ______________________________________________________


Amount : ______________________

Redemption
Please redeem my/our Units or Amount as per the following details:

Scheme Name : _______________________________________________ `


Option : _______________________

Amount : _______________________ (or) Units ___________________

Switch
I/we would like to switch Units as per the following Details:

Switch From : Switch To :


Scheme Name : ________________________________ Scheme Name: ______________________________
Option : ______________________________ Option : ______________________________

Amount : ___________________________________ (or) Units : ______________________________

Email ID Change / Updation


E-Mail ID: _____________________________________________________________________

Change of Bank Mandate


Name of the Bank : ______________________________________________________________
Branch Address : ______________________________________________________________

A/c No : __________________________________________ MICR NO: ____________________________


A/c Type : __________________________ IFSC/RTGS Code: ______________________________________

Disclaimer
I/We would like to invest in _______ Mutual Fund subject to terms of the Statement of Additional Information (SAI) and Scheme Information Document (SID) and
subsequent amendments thereto. I/We have read, understood (before filling application for m) and is/are bound to the details of the SAI and SID including details
relating to various services including but not limited to ATM/Debit card. I/We have not received nor been induces by any reba te or gifts, directly or indirectly, in
making this investment. I accept and agree to be bound by the said terms & conditions including those excluding/limiting the ______ liability. T he 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 above information is given by the un dersigned and particulars given
by me/us are correct and complete. Applicable for NRI Investors: 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 Ban king Channels or from Funds in
my/our Non resident External/Ordinary Account/FCNR Account. I/We undertake that all additional purchases made under this foli o will also be from funds
received from abroad through approved Banking Channels or from Funds in my/our NRE/FCNR account I/we hereby confirm that I/we have not been
offered/communicated any indicated portfolio and/or any indicated yield by Mutual Fund/Asset Management Company Ltd/Distributor for this investments .

____________________ ____________________ ______________________

Sole/Ist Unit holder Signature Sole/2nd Unit holder Signature Sole/3rd Unit holder Signature

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