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Sunday, March 4, 2012

How to Fill up Application Form of Mutual Fund?

As per mutual fund guidelines, form without mandatory information won't be processed. For smoothly process  fill up form correctly and take a photo copy of application forms.Any correction occure then you can tell them check my form correct it. ( Always found spelling mistakes by registrar)

Few hints for filling application form correctly.

  • Your Name and Address should be written correctly. 
  • Bank Details are mandatory, investor should correctly mention account number, type of account .
  • Fill Pan number, mode of holding correctly.
  • Signature of all applicant is must.
  • Investor must fill scheme name correctly and select option. If Option not select the default option would be allotted.
  • Cheque  amount should be tally with the amount in the application form. Third party cheque not acceptable.
  • Write your contact number and e-mail ID.
  • Proof of KYC compliance/acknowledgement should be attached,

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