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Overview
One Time Mandate (OTM) facility is a one-time mandate registration process that will
enable you to transact seamlessly in a simple, convenient and paperless manner. Using the
OTM facility, you can instruct your bank to allow a debit of a certain amount, with a xed
daily upper limit in your account, whenever you wish to transact. Having registered an OTM
you can subscribe without having to initiate any payment from your end.

Benets of the Facility:

It is a one - time registration process.

Invest through any mode (Physical/SMS/Website) via SIP or lump sum purchases.
Invest without a cheque/DD/transfer funds online.
Register SIPs in 5 days for OTM registered investors.
CIN: U65991MH1994PLC080811

www.mutualfund.birlasunlife.com

567679

FAQs
is One Time Mandate (OTM) facility of Birla Sun Life Mutual Fund?
What
It is a one-time registration process where you authorize your bank to execute debits
to your bank account upto a certain specied limit, as and when you invest with
BSLAMC without having to initiate any payment from your end.

can avail this facility?

Who
This facility is currently being made available to Resident Individuals (including
guardians on behalf of minor) and Non-Resident Individuals only being existing Unit
holders of Birla Sun Life Mutual Fund.

do I register for OTM facility?

How
In case you are an existing investor, you need to ll and submit the OTM Debit Mandate
Form to any of our Investor Service Center considered as Ofcial Point of Transaction
of BSLAMC.
In case of a new investor, please ll and submit the Common Application Form along
with the OTM Debit Mandate Form.

much time will it take to register for OTM facility?

How
The turn-around time of registering for this facility is 21 days just like any other mandate
registration process.

already have a folio. Which forms do I need to submit to register for

IOTM
facility, and/or SIP as well?
You will need to submit the SIP cum OTM registration Form.

already registered for OTM facility. Which form do I need to submit

Itohave
start an SIP?
As you have already registered for OTM facility, you only need to submit the physical
SIP registration form, visit our website or send an SMS to register SIP.

many SIPs can I register through the OTM facility?

How
There is no cap on the number of SIPs that can be registered through the OTM
facility. However, the sum total of your various SIP installments in a day should not be
more than the amount limit mentioned on the OTM form at the time of registration.
CIN: U65991MH1994PLC080811

www.mutualfund.birlasunlife.com

567679

long does it take to register new SIPs through the OTM facility?
How
Once the OTM facility is registered in the folio, any new SIP registration request will
be registered within 5 days. If you submit the SIP registration request along with the
OTM form, the SIP will be registered within 21 days.

have already registered for the SMS transact facility. Do I need to register
Iagain
for OTM facility?
As a registered user for SMS Transact facility, you will be automatically registered
for the OTM Facility.

will I be informed once the registration is completed?

How
Once the OTM facility is registered in your folio, physical/email/SMS intimation will
be sent. Further, on receipt of successful registration conrmation of the mandate
from your banker, an OTM activation intimation (physical/email/SMS) will also be
sent.

any transaction limit for the OTM facility?

IsYes.there
You can specify the limit in the amount eld on the OTM form. This limit is a
daily limit on the maximum amount that you are can to invest on any given day.

bank account do I need to hold to be an eligible investor to opt for

Which
this facility?
Eligible Investors can avail this facility if you have a bank account with any bank
which has branches participating in Reserve Bank of India ("RBI") Electronic
Clearing System ("ECS") /National Electronic Clearing System ("NECS")/Regional
Electronic Clearing System ("RECS") facility and National Automated Clearing
House (NACH) platform.

What are the various transactions that I can do through the OTM facility?
You
can:

Make fresh lump sum investments

Start new SIPs

The payment towards your investment will happen directly through your bank
account based on your dened limit on the OTM form and you need not submit a
cheque/ DD every time/transfer funds online.
CIN: U65991MH1994PLC080811

www.mutualfund.birlasunlife.com

567679

the various modes of submission of transactions under OTM facility?

What
This Facility would enable for starting a Systematic Investment Plan (SIP) or invest
lump sum amounts in any Open ended Scheme of the Fund (except Birla Sun Life
Gold ETF and Birla Sun Life Nifty ETF) by sending instructions indicating OTM
usage for transaction through ofine, online, SMS or any other mode as enabled by
BSLAMC from time to time.

facility available for all schemes of BSLMF?

IsThisthisfacility
is available for investment in any Open Ended - Equity, Balanced, Fund of
Funds & Debt Schemes (including Liquid Schemes but excluding Birla Sun Life Gold
ETF and Birla Sun Life Nifty ETF)

any upper or lower limit for transacting through the OTM facility?
IsThethere
only upper limit is as mentioned in the OTM form. The limit in the OTM form is
your daily limit for transactions through any mode. The lower limit applicable is the
minimum purchase amount in the respective plan/ option of the Schemes of the Fund
as dened in the Scheme Information Document (SID) for each transaction.

do I make an additional or fresh investment through the OTM facility?

How
At the time of submission of physical /online transaction you need to tick or select
the Pay through OTM facility. Pay through OTM Facility is just another payment
option like Cheque/DD, RTGS/NEFT, Funds Transfer available on the forms/online
portal.

What will be the applicable NAV for my transaction?

The
applicable NAV for the transaction will be dependent on various factors under
provisions of SEBI (Mutual Fund) Regulations, 1996 like receipt time of the
transaction; the scheme, the type of transaction, the date & time of realization of
funds. All transactions under OTM facility will be treated on par with similar
transactions received through any other modes. For details on the applicable NAV,
refer Scheme information Document on the website of the Fund.

do I cancel my registration for OTM facility?

How
You can request for cancellation of the OTM facility by submitting the One Time Debit
Mandate Form and indicating cancellation.

CIN: U65991MH1994PLC080811

www.mutualfund.birlasunlife.com

567679