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Funds Related
Disclosures
Policies
Application Forms
Application Form & KIM For Principal Small Cap Fund
Declaration for Ultimate Beneficial Ownership (UBO) Form
Systematic Transaction Plan & Systematic Withdrawal Plan
SMS Transaction - Registration Forms
Common Transaction Form
CKYC Form for Individual Investors
Supplementary CKYC Form for Individual Investors
KYC Application Form - Non-Individual
FATCA & CRS Declaration and Supplementry Information - Non Individ
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Regular Withdrawal Plan Form
Aadhaar Linking Form - Individual
Aadhaar Linking Form - Non Individual
FATCA & CRS Declaration and Supplementary Information - Individual
Super SIP Form
Common Application Form & KIM For Equity and Hybrid Funds
Common Application Form and KIM For Debt Funds & Fund of Funds
Trigger Registration
Service Request Forms
Transmission :Individual Affidavits by the Legal HeirsâAnnexure IV (wh
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SIP / STP / SWP cancellation form
Change in Account Information (Name, Contact Details,Mode of Holding,P
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Folio Consolidation Requisition Form
Change in Status - Minor attaining Majority
Correction or Revalidation of Warrant
Change in Guardian
Confirmation of Bank Details with Signature Attestation Form - Annexur
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Nomination Registration Form
Third Party Declaration Certificate : for Employer on behalf of Employ
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Multiple Bank Accounts Registration
Third Party Declaration Certificate : for Custodian on behalf of an FI
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Third Party Declaration Certificate : for DDPayorder issued by bank ag
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Third Party Declaration Certificate:For investments made in the name o
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Third Party Declaration Certificate : for DDPayorder issued by bank de
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Transmission : Request Letter from Surviving Unit Holder for Deletion
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Transmission : Request letter Format from Nominee (where Nominee is re
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Transmission : Request letter Format from Legal heirs (where Nominee i
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Transmission : Indemnity Bond by Legal Heirs- Annexure III (where Nomi
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Transmission in HUF : Request letter from New Karta
Transmission Documents Matrix - Ready Reckoner
Transmission in HUF : Indemnity Bond from Legal Heir in case of Disso
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Transmission in HUF : Indemnity Bond from New Karta - Annexure V
Updation in Account Information and Supplementary Know Your Client (KY
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Distributor Forms
Bank Mandate Update Form
Empanelement Form
KYD Application Form (Non-Individual)
KYD Application Form (Individual)
Declaration of Self Certification Forms (DSC)
EUIN Declaration Remediation Form
Mutual Fund Utility Registration Forms
MFU CAN Registration Forms - Individual
MFU CAN Registration Form (Fillable) - Individual
MFU CAN Transaction Form - Purchase
MFU CAN Registration Forms - Non Individual
MFU CAN Transaction Form - Redemption
MFU CAN Transaction Form - Switch
MFU CAN Transaction Form - SIP
MFU CAN Transaction Form - SWP
MFU CAN Transaction Form - STP
MFU CAN Third Party Payment Declaration Form
MFU CAN PayEezz-Mandate Registration Form
MFU CAN Mandate Registration Form for NACH,ECS, SI
MFU CAN PayEezz-Mandate Registration Form - NACH, ECS, SI, Direct Debi
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Debt and Money Market Trades
Debt and Money Market Trades as on
Aug 31, 2018
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Transmission : Request letter Format from Legal heirs
Transmission : Request letter Format from Legal heirs