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    Mutual Fund Coversion Form

    Uploaded by

    bajay9308
    This document is a request form to convert existing mutual fund units represented by a Statement of Account (SoA) into an electronic, destatementized form. It provides details of the client's demat account with the DP and lists the mutual fund folio numbers, names, quantities, and lock-in details of the fund units to be converted. The client declares that the listed units are registered in their name and are free from any liens or encumbrances. The DP authorizes the conversion and certifies that the client has a matching beneficial account.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Mutual Fund Coversion Form

    Uploaded by

    bajay9308
    20 views1 page
    This document is a request form to convert existing mutual fund units represented by a Statement of Account (SoA) into an electronic, destatementized form. It provides details of the client's demat account with the DP and lists the mutual fund folio numbers, names, quantities, and lock-in details of the fund units to be converted. The client declares that the listed units are registered in their name and are free from any liens or encumbrances. The DP authorizes the conversion and certifies that the client has a matching beneficial account.

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    This document is a request form to convert existing mutual fund units represented by a Statement of Account (SoA) into an electronic, destatementized form. It provides details of the client's demat account with the DP and lists the mutual fund folio numbers, names, quantities, and lock-in details of the fund units to be converted. The client declares that the listed units are registered in their name and are free from any liens or encumbrances. The DP authorizes the conversion and certifies that the client has a matching beneficial account.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    20 views1 page

    Mutual Fund Coversion Form

    Uploaded by

    bajay9308
    This document is a request form to convert existing mutual fund units represented by a Statement of Account (SoA) into an electronic, destatementized form. It provides details of the client's demat account with the DP and lists the mutual fund folio numbers, names, quantities, and lock-in details of the fund units to be converted. The client declares that the listed units are registered in their name and are free from any liens or encumbrances. The DP authorizes the conversion and certifies that the client has a matching beneficial account.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
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    Conversion of Existing Mutual Fund Units Represented by Statement of

    Account into Electronic (Destatementised) form


    Estelle Securities Pvt. Ltd. |DP ID: 93900 | 59, Bentinck Street |1st Floor | Room No-4 | Kolkata - 700069
    DRF No Date D D M M Y Y Y Y

    (To be filled by the BO. Please fill all the details in BLOCK LETTERS in English. Fill up a separate DRF for different combination of Names and for different
    RTAs).
    I/We request you to convert (Destatementize) the enclosed Mutual Fund Statement of Account [SoA] registered in my/our name into my/our demat
    account:

    DP ID 1 2 0 9 3 9 0 0 Client ID

    Name of First Holder

    Name of Second Holder

    Name of Third Holder


    ►Total Number of pages contained in the Statement of Account: ______________
    Destatementizati
    Mutual Quantity Lock-in Details on
    Fund Name Request No.
    Folio No ISIN
    & Units In Figures (or) Expiry /DRN
    Description In Words (or) All Reason (To be filled in
    All Date
    by DP)

    ►Attach an annexure (duly signed by account holder(s)) in the above format if the space is not sufficient.
    ► If all holdings in the Statement of Account are to be destatementized, then “ALL” should be mentioned in the Quantity column.

    Declaration by BO(s): I/We hereby declare that the abovementioned MF units are registered in my/our name(s) and are not already
    destatementized and no certificates issued against these MF units. I/We also hereby declare that the units requested by me/us for
    conversion into destatementized form are free from any lien or charge or encumberance and represent the bonafide units of the Issuer to
    the best of my/our knowledge and belief.

    First / Sole Holder Second Holder Third Holder


    Name

    Signature with
    DP

    Signature with
    RTA

    Depository Participant Authorization (From DP to RTA) We have received the above-mentioned Statement of Account [SoA] for
    conversion into Destatementized form. It is also certified that the holder(s) of the SoA have a beneficial account with us in the same
    name(s) and order of name(s) as mentioned above.

    ______________________________________
    Depository Participant Seal and Signature

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