FOLIO LINKING FORM

(For Existing Unitholders Only)

Please read Guidance Notes carefully. Application No.

All Sections to be completed legibly in English in black / dark coloured ink and in BLOCK CAPITALS.
1. UNITHOLDERS PERSONAL DETAILS (See Note 1)

Unitholder
NITESH
First Name Middle Name JAIN Last Name Date of Birth 27/01/1971
DD MM YYYY

CRN* 52709093 PAN ABBPJ4536C

Name Contact Number

Contact Details

* (Customer Relationship Number)

2. FOLIOS TO BE ACCESSED ONLINE (See Note 2)

Please list below the folios that you would like to access online. Please note that you would be able to access only those folios in which you are either a unitholder or a joint
holder or a guardian.

841622/44

3. DECLARATION AND SIGNATURES (See Note 3)

I / We do hereby apply for the facility to access our present and / or future investments and effect transactions over various Fidelity service channels with respect to my /our unit
holder account(s) with you . I / We have read & understood the terms and conditions subject to which this facility is offered by Fidelity and confirm that I / we shall be bound by
them. I / We have no objection to Fidelity / Fidelity Mutual Fund / Trustee checking my / our identity before effecting any transaction over various Fidelity service channels. I / We
acknowledge and confirm that this facility is made available to me / us subject to I / we fulfilling the Know Your Customer (KYC) requirement stipulated overleaf and enclose
herewith relevant documents.

SIGNATURE(S) (ALL APPLICANTS must sign here) Please refer the guidance notes / checklist and ensure that all relevant sections are completed.

Date DD / MM / YYYY
Unit holder’s Signature

FOR OFFICE USE ONLY

Activity Remarks Initial & Date
a. Forms Verification

b. KYC Status

c. NIGO Clearance

d. CRN Generation

e. Folio Creation

f. PIN Issuance
 INSTRUCTIONS
a. This Registration Form is meant for use by prospective as well as existing investor(s) in schemes of Fidelity Mutual Fund who wish to avail various account access
services across different channels (hereinafter, for the sake of brevity referred to as 'covered services') offered by Fidelity from time to time.
b. It is mandatory to comply with KYC requirements to be eligible to avail the covered services. If you are already KYC compliant, please furnish proof thereof along
with yourApplication Form, else, kindly fill in the KYC Form and submit the same with necessary documents indicated therein.
c. Please submit this form along with associated enclosures to any Investor Service Centre of Fidelity nearest to you.
d. In respect of Minor applicants, the application would need to be signed by the Guardian and the covered services would be made available to the Guardian. A
guardian can access both his own investments and the investments of the minor unit holder using his Customer Relationship Number (CRN) and access
credentials.
e. The CRN and Access credentials are meant to be used by investors only for availing the covered services through designated channels and should not be used in
any case for lodging offline transactions with any Official Acceptance Point of Fidelity or its Registrar. A folio earmarked for availing the covered services would not
be available for transacting offline till such time the investor chooses to dissociate the folio from the covered services.
f. The covered services are not offered to Power ofAttorney holders of unit holders.
g. The facility of payments for investments in the covered services is offered through select banks through a third party integrator and is available only to investors who
hold a bank account with these banks and avail the facility for online payments and / or other designated channels as may be offered from time to time.

GUIDANCE NOTES TO HELP YOU COMPLETE THE APPLICATION FORM

1. UNITHOLDERS PERSONAL DETAILS unitholder would need to fill in the Folio Linking Form. Thus, where you hold
a. Please mention the name of the unit holder as it appears in our records and investments with another person, say your spouse, both you and your
your date of birth. This may be required to identify yourself while spouse would need to fill in the form, sign it and submit it for activation of the
communicating with us. service for both unit holders.
b. If you already hold a CRN with Fidelity Online, please furnish the same in the e. Please note that where the mode of holding in your folio is Joint, unless all
space provided for the purpose. joint holders apply for this service, transacting in such folio would not be
possible.
c. Please furnish your PAN in the space provided and enclose a self-attested
copy of your PAN Card with yourApplication for Online investments. f. Non-Individual Investors are requested to furnish, in addition to this form, a
d. If you are a Non-individual investor, please mention the name of key contact list of their authorised users clearly indicating their designation, department
person and his / her complete contact details in the space provided for the and usage rights, distinguished as 'Maker only', 'Authoriser only', 'Maker &
purpose. Authoriser', 'View rights only' as the case may be. In the absence of this,
the services cannot be made available to non-individual investors.
e. If you are already KYC compliant, please indicate the same in the form and
enclose a copy of your KYC Compliance letter. If you are not yet KYC g. In the event of the unit holders not indicating the percentage of
Compliant, your needs to be accompanied by your KYC Application Form allocation/share for each of the nominees, the AMC, by invoking default
with relevant enclosures including identity and address proofs. option shall settle the claim equally amongst all the nominees.
2. FOLIOS TO BE ACCESSED ONLINE If you wish to assign more than one nominee to the investment, please also
fill the Multiple Nomination Form available on our website i.e.
a. Please indicate the folios that you wish to access under the covered www.fidelity.co.in and send it with the Registration Form.
services.
b. Please indicate only those folios where you are one of the unitholders in the 3. DECLARATION & SIGNATURES
folio or are a guardian in respect of a unitholder in the folio. a. All signatures should be in English or any Indian language. Thumb
impressions should be from the left hand for males and the right hand for
c. Upon receipt of your request, we would validate the same and subject to females and in all cases be attested by a Magistrate, Notary Public or
your form being in order, we would make all your folios accessible across Special Executive Magistrate.
the channels covered.
b. In respect of Minor Applicants, the application needs to be signed by the
d. Please note that where there are multiple unit holders in a folio, each guardian who would be availing the facility for the benefit of the minor.

CONTACT US
Phone 1800 2000 500 (toll-free) OR +91 124 3915670 (at long distance rates)
Lines open from 9 a.m. to 6 p.m. on all Business Days.
E-Mail online@fidelity.co.in Website www.fidelity.co.in