CTF Blank

Common Transaction Form (For existing unit holders only)
Broker ARN Sub Broker/Branch Code Sub-Broker ARN EUIN Date
ARN-110547 E-154428 ___/___/_____
__________________ Mutual Fund Folio Number_________________

Unit Holder Information
First Unitholder Second Unitholder Third Unitholder
Additional Purchase Request

I/We wish to purchase additional units in the scheme ___________________________________________________Regular ________________
Amount(Rs.) in Figure : Rs. in Words :
Drawn On : Cheque/DD No : Date : Branch :
Redemption Request Under scheme

Please Redeem Amount (Rs.) in Figure : Rs. in Words :
Or Units : All Units
Switch/Transfer Request under scheme

Please refer to the offer document of the scheme you are switching from and to.
I Wish to Switch Rs.: Or Units: OR All Units
To Scheme :___________________________________________________________________ Option: Growth Div Payout Div Reinvest
STP Request
From Scheme : ___________________________________________________________________________ Growth Div Payout Div Reinvest
To Scheme : __________________________________________________________________REGULAR Growth Div Payout Div Reinvest
From Date: ____________________ To Date: ____________________
Fixed Transfer: Frequency : Date : Amount (Rs.) : No of Installments :
Capital Appreciation STP: Frequency : Date :
Kindly STOP the SIP / SWP of Rs. _______________ dated _________ of each month with IMMEDIATE effect.
Kindly STOP the STP to _________________________________________ with IMMEDIATE effect.
Kindly change the broker/ARN from ALL EXISTING to ARN110547 EUIN - E154428 till Further Notice.
Please update the PAN / KYC in your records:
Please update my Mobile No _______________________ Email ID _____________________________________________
Declaration And Signatures

I/We have read and understood the contents of the offer Document (s) & Addenda of the scheme(s) issued till date. I/We hereby apply to the trustees of the AMC & agree to
abide by the terms,conditions,rules & regulations of the scheme. I/We have understood the details of the scheme and I /we have not received nor been induced by any rebate of
gifts, directly or indirectly in making this investment. I/We confirm that I am/we are Non-residents of Indian Nationality/origin and that the funds are remitted from abroad through
approved banking channels or from my /our NRE/NRO/FCNR Account. I/We confirm that the details provided by me /us are true & correct. I/We hereby declare that the amount
being invested by me/us in the Scheme(s) of Mutual Fund is derived through legitimate source & is not headed or designed for the purpose of contravention of any
act,rules,regulations or any statute or legislation or any other application laws or any notifications ,directions issued by any govt./statutory authority from time to time. Any other
detail regarding source of funds can be provided when asked for by the AMC. Upfront commission shall be paid directly by the investor to the AMFI registered distributors based
on the investor’s assessment of various factors including the service rendered by the distributor. The ARN holder has disclosed to me /us all the commission (in the form of trail
commission or any other mode) & the same is in the range of 0.05% to 1.50% payable to him for the different competing schemes of various mutual funds from amongst which
the scheme is being recommended to me / us. I/We hereby confirm that I/We have not been charged any fees for this transaction & only the execution of the transaction has
been carried out by the distributor. I/We here by confirm that I/we have not been offered/communicated any indicative portfolio and/or any indicative yield for this investment.
All Applicants must sign in case of joint holding.
1st 2nd 3rd

Unit Unit Unit
Holder Holder Holder
Acknowledgement (For Office Use Only)
Folio : ARN : EUIN :
Applicant Name:
Scheme :
Bank : Cheque No Amount :
Option : Add Pur STP Change of Broker/ARN

Redemption STOP of SIP/SWP Update PAN/KYC
Switch STOP of STP Contact Update

CTF Blank

Uploaded by

Copyright:

Available Formats

CTF Blank

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

CTF Blank

Uploaded by

Copyright:

Available Formats

Common Transaction Form (For existing unit holders only)

Broker ARN Sub Broker/Branch Code Sub-Broker ARN EUIN Date

ARN-110547 E-154428 ___/___/_____

__________________ Mutual Fund Folio Number_________________

Additional Purchase Request

Redemption Request Under scheme

Switch/Transfer Request under scheme

To Scheme : __________________________________________________________________REGULAR Growth Div Payout Div Reinvest

From Date: ____________________ To Date: ____________________

Fixed Transfer: Frequency : Date : Amount (Rs.) : No of Installments :

Capital Appreciation STP: Frequency : Date :

Kindly STOP the STP to _________________________________________ with IMMEDIATE effect.

Please update the PAN / KYC in your records:

Please update my Mobile No _______________________ Email ID _____________________________________________

Declaration And Signatures

1st 2nd 3rd

Acknowledgement (For Office Use Only)

Folio : ARN : EUIN :

Bank : Cheque No Amount :

Option : Add Pur STP Change of Broker/ARN

You might also like

ARN-110547 E-154428 _/_/_____

__ Mutual Fund Folio Number_

From Date: To Date:

Please update my Mobile No _ Email ID _______________________