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Mutual Fund Transaction Form Guide

This document is a common transaction form used to purchase or redeem units in mutual fund schemes. It contains fields to provide details of the distributor, investor, transaction type (purchase, redemption, switch), schemes, plans and options. The investor declares that they have read and understood the scheme documents and agree to the terms. It also contains checkboxes for PAN and KYC document submission.

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Jitu
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95 views1 page

Mutual Fund Transaction Form Guide

This document is a common transaction form used to purchase or redeem units in mutual fund schemes. It contains fields to provide details of the distributor, investor, transaction type (purchase, redemption, switch), schemes, plans and options. The investor declares that they have read and understood the scheme documents and agree to the terms. It also contains checkboxes for PAN and KYC document submission.

Uploaded by

Jitu
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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COMMON TRANSACTION FORM

Internal Code For


Distributor Name & ARN Code Sub Broker ARN Code EUIN No.
Employee / Sub Broker / Investor

Jitendra
Dhabaria ARN-20535 E041715
■ I/We hereby confirm that the EUIN box has been intentionally left Blank by me/us as this transaction is executed without any Interaction or advice by
the employee/relationship manager/sales Person of the above distributor/sub broker or notwithstanding the Advice of in-appropriateness, if any,
provided by the Employee/relationship manager/sales person of the distributor/sub Broker.

Signature: ■ First Holder Second Holder Third Holder

Investor Details

Unit Holder Name : Dr Hitesh Shah Folio No.: 40691025905

Mutual Fund Name : Reliance Mutual Fund

Purchase Request

I/we would like to purchase units worth Rs.

Scheme Name: Plan: Option:

Cheque / DD No: Cheque Date:

Bank Name: Branch & City:

Redemption Request

I/we would like to redeem Rs. OR Units.


Scheme Name: Plan: Option:

Switch Request

I/we would like to Switch Rs. OR All Units.

From Reliance Liquidity Fund-Growth Plan: Regular Option: Growth

To Reliance Mid & Small Cap Fund-Growth Plan: Regular Option: Growth

PAN & KYC UPDATION (Please Tick) Enclosed herewith: Photo Copy of Pan Card Photocopy of KYC

PAN No. Details: A M I P S 2 8 0 0 C


OR
PEKRN Details:
First Holder Second Holder Third Holder

DECLARATION:
1. I/We am/are an eligible Investor as per the scheme related documents.
2. I/We confirm that I/We have read and understood the terms & contents of the offer Document(s) of the scheme(s) in which I/We are investing, as of the date of this investment.
3. I/We agree to abide and comply with the terms, conditions, rules and regulations of the Scheme.
4. Upfront Commission shall be paid directly by the Investor to the AMFI registered Distributor based on the Investor's assessment of various factors including the service rendered by
the distributor.
5. The ARN holders has disclosed to me/us all the commissions (in the form of trail commission or any other mode), payable to him or them for the different competing Schemes of
various mutual funds from amongst which the Scheme is being recommended to me/us.
6. I/We hereby confirm that I/We have not been offered / communicated any Indicative Portfolio and/ Or any Indicative Yield by the Distributor for this investment.

Signature

■
First Holder Second Holder Third Holder

Acknowledgment Slip: Folio / Account No.: 40691025905


Received From Mr/. Mrs/. M/s. Dr Hitesh Shah

Fund: Scheme Name: Plan: Option:

Purchase Redemption Switch Change of Address Change of Bank Mandate Pan & KYC Updation

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