Mutual Fund

Title :

Investor name
as per PAN :

PAN :

Check KRA :

Exemption :

Exemption Category :

Valid PAN :

PAN Reference No :

DOB/DOI as
per PAN/ITD :

Holding Nature :

Tax Status :

Occupation :

KYC :

DP ID:

Investor CKYC :

Investor CKYC Ref No :

Father Name :

Mother Name :

Addl Mode of Trxn :

IIN Activation Mode :

Address 1 :

Address :

Address 2 :

City :

Pin code :

Country :

State :

Mobile Relationship :

Mobile No :

Residence Fax :

Residence Phone :

Office Tax :

Office Phone :

Email Relationship :

Email ID :

Bank Name :

Account Type :

Account No :

Re Enter Account Number :

IFSC code :

MICR No :

Investor Name as
per Bank records :

Check IMPS :

Branch Name :

Branch Address 1 :

Branch address 2 :

Branch Address 3 :

Branch City :

Branch Pincode :

Branch Country :

Nominee Opted :

Select Nominee :

Nominee1 Type :

Nominee1 PAN :

Address 1 :

Nominee1 DOB :

Address 2 :

City :

Relation :

State :

Nominee 1 Guardian Name :

Pin-code :

Nominee1 Guardian PAN :

Percentage :

Branch Country :

PAN / PEKRN

Tax Status

Investor Name

All the required details for IIN / FATCA / Additional KYC / UBO /NPO have been updated as applicable.
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