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Download form, Factsheets and Scheme related information on DSPMF.
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Browse our FAQ library and find answers to any question you may have. Use the navigator on the right side to jump to specific sections and click on a question to view the answer. Know Your Customer (KYC) Know Your Customer (KYC) +. For what transactions is KYC applicable? +.
of DSP Mutual Fund for Units of the relevant Scheme and agree to abide by the terms and conditions, rules and regulations of the Scheme. I / We declare that the amount invested in the Scheme is through legitimate sources only and is not ... This form should be used by existing investors only by mentioning their folio number, name and Scheme details. Please read the Scheme related documents, Addenda, KIM and Instructions there-in and below mentioned instructions carefully before filling
I request DSP Mutual Fund to transfer the Units in the name of the Major Unit holder independently, with details as mentioned below. Hereunder, please mention details of erstwhile minor who has turned Major now.
Nomination facility enables a unit holder to nominate an individual, who can claim the units, post the unfortunate demise of the unit holder (s). Proper nomination ensures smooth transmission of investments to nominee/s.
1 Prescribed Transmission Request Form Form T1 Form T2 Form T3 Form T3 Form T4 Form T5 2 Death Certificate of deceased Unit Holder/s / Karta in original or Photocopy duly attested by a Notary Public or a Gazetted Officer. 3 Copy of Birth Certificate (in case the Claimant is a minor) NA 4 KYC of the Claimant / New Karta /
Please follow the below steps to update the contact details in the investor's folio(s) in DSP Mutual Fund. Download this form . Fill in the section meant for updating specific contact or other info in the folio(s).
While investing in a mutual fund, you can fill in a nomination form providing details of your nominee. Earlier, if you didn’t make a nomination, you did not need to fill in this form. However, currently, this form also has a section where you must state specifically that you don’t wish to make a nomination.
Form T3 - AMFI BPG - Updated Guidelines on Transmission of Units - Jan. 2024 Request for Transmission of Units by Nominee or Legal Heir Form T3 (For Transmission of Units on death of the Sole holder / all Joint Holders) To: The Trustees _____ Mutual Fund Name of the Claimant Mr./Ms.
