FATCA CRS & UBO Form - Non Individuals

New Folio Application Form for Non- Individuals Only

New Folio Application Form for Individuals Only

NPO Declaration form

Nomination form

Opt-out Nomination Form

Minor Attains Majority Request Form

FATCA, CRS AND ADDITIONAL KYC - Individuals

PAN Based Contact Detail Updation Form

Change in Mode Of Operation Form

Change in Bank Mandate Form

Change of Guardian Form

Change in Tax Status Form

Multiple Banks Account Registration Form

Lien Request Letter from Investor & Financer or Bank

Lien Invocation Letter Form

Lien Release Letter Form

RIA Consent to provide Direct Plan

Non-Financial Transaction Form

Updation or Revision of Signature Form

Annexure - 1 Bank Attestation of Account Details & Account-holder's signature

KYC - Non Individual Form

CKYC Individual Form

Request form for RIA updation

Obtaining Declaration from 1st Holder for Mutual Fund Distributor featuring as Joint Holder in folio

Obtaining Declaration from 1st Holder for Unrelated Person in folio

Change of Signature or Name Request Form

Form 121