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  • Transaction RequestFolio No

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    Nirav Patel
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    The document is a transaction request form for a mutual fund account. It allows the account holder to request an additional purchase, redemption, switch, or enroll in a systematic transfer plan between mutual fund schemes. The form requires the holder to provide their folio number, details of the transaction type and amounts, schemes involved, and signatures.

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    The document is a transaction request form for a mutual fund account. It allows the account holder to request an additional purchase, redemption, switch, or enroll in a systematic transfer plan between mutual fund schemes. The form requires the holder to provide their folio number, details of the transaction type and amounts, schemes involved, and signatures.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOC, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as doc, pdf, or txt
    10 views1 page

    Transaction RequestFolio No

    Uploaded by

    Nirav Patel
    The document is a transaction request form for a mutual fund account. It allows the account holder to request an additional purchase, redemption, switch, or enroll in a systematic transfer plan between mutual fund schemes. The form requires the holder to provide their folio number, details of the transaction type and amounts, schemes involved, and signatures.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOC, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as doc, pdf, or txt
    of 1

    ARN –15865 CIIC

    Transaction Request Folio No: __________________

    • I wish to make an (additional) purchase of Rs. ____________ in Scheme


    __________________________________________________ of Mutual
    Fund ______________________________. My folio number is
    ________________. Cheque No. _________ dated ___________ is
    enclosed.
    • I wish to redeem Rs. __________ or __________ units from my account in
    Scheme _________________________________________ of Mutual Fund
    ______________________________. My folio number is
    __________________. I understand that if my balance is inadequate
    to meet the request, available units will be redeemed out.
    • I wish to Switch Rs ___________ or __________ units from my account in
    Scheme __________________________________________ into Scheme
    _________________________________________________ of Mutual Fund
    _____________________ Folio No:_________________. I understand that if
    my balance is inadequate to meet the request, available units will be switched
    out.
    • I would like to enroll for STP from
    (Existing Scheme): _____________________________________________
    to (New Scheme):______________________________________________.
    Fixed Amount Rs.__________________ or Capital Appreciation.
    Frequency Monthly Quarterly. Enrolment Period from
    ____/___/_____ (dd/mm/yy) to ___/___/____ (dd/mm/yy).

    Signatures

    _____________________ ____________________ ____________________


    Holder 1 Holder 2 Holder 3

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