Inspiration Joint- Launch Your Presence, Orange Cub – Prevention of Cruelty Against Animals & Helping The Strays, PJ & Associates- All About Financial Planning- Equity/ Insurance/ Mutual Funds/ Property Services/ Loans- Online Comparison Platform & Web Integrator!!

"Powered By Ideas, Ideals & Idealism"… A Blog By Prerna Jain !!

Download Mutual funds forms, NACH, BSE, NSE, CKYC etc


Downloads

Aadhaar Update Request Form-HUF-All RTAs

Aadhaar Update Request Form_Common all RTAs

NACH BLANK FORM

CKYC_KRA_KYC Form

BSE Form

NACH SAMPLE

FATCA_CRS_Declaration_form_Individual

 

Dear All,

As per the recent notification received from BSE, all new  accounts opened from April 1, 2018 onwards would require investors to submit their Aadhaar updation form at the time of opening the account itself.

Please find attached new BSE Star MF account opening form with NACH mandate form and sample.

Also find attached KARVY FATCA form which is accepted for BSE Star MF.

Documents required for Client Registration in NON-DEMAT Mode:-

Individual
AOF and cancelled cheque
On behalf of Minor
Birth certificate of the minor/School leaving certificate /Any other suitable proof evidencing the date of birth of the minor. If the guardian is other than natural guardian (Mother/Father) then the court proof of the appointed guardian.
HUF
AOF (signed by the KARTA under his seal), HUF PAN COPY and cancelled cheque.
Company
AOF (UCC to be created in Firms Name), cancelled cheque, Board of Resolution, Authorized Signatory list.
AOP
AOF and cancelled cheque (UCC to be created in Firms Name)
Partnership Firm
AOF (UCC to be created in Firms Name) PAN copy of Partner Ship Firm, Partnership Deed UCC to be created in Firms Name, AOF and cancelled cheque
Trust
AOF (UCC to be created in Trust Name) PAN copy of Trust, Board Resolution (BR) & Authorised Signatory list (ASL) and cancelled cheque.
NRO
AOF and cancelled cheque of NRO A/C
NRI
AOF and cancelled cheque of NRE A/C
Joint UCC
AOF and cancelled cheque as per the holding pattern (if the account is different) and naming convention as per PAN details of all the holders.
Proprietorship
AOF signed by proprietor, PAN copy and cancelled cheque

Disclaimer : Any content of this email on Mutual Funds is for information only & don’t intend to advise / recommend any Mutual Fund Scheme, as SMC distributes Mutual Fund schemes on EXECUTION MODE Only

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This entry was posted on October 19, 2018 by in Uncategorized.

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