all CAMS
Request for Consolidation of Folios
Mutual Fung:
vwe request CAMS to consolidate all my/our investments in the below mentioned folio
nos. to the mentioned Target Folio into which all folios need to be consolidated.
Target Folio: (specify only one] (if target folio is not specified, latest folio will be
considered!) Source Folio Nojs}
1/ We understand that consolidat
n of Folios will ke effected only if the following i nformation is identical in all Folios
specified by us
PAN /Namnes fall unit holders - Adres
Order oF the hoisings| To Status
Mode of Holding - Nomines Narne
Additional matching criteria will also be applied as defined by the respective Fund house from time to time. We agree
that the mode of holding, bank mandate, address and nomination details in the Target Folio will be applicable and will
prevail after consolidation.
|/we also confirm that there are no pledge / lien marked in these folios and CAMS is authorized to ignore such folios from,
consolidation, We acknowledge that such falios, will requite the financier’s consent for consolidation and hence these
may be ignored, if we had mentioned such folios
Email
eeohone no: | Res office
First Holder pool Cusan Name near tr
‘Second Holder
itd Holder
Signatures: (All unit holders need to sign irespective of mode of holding.)
Holder? Holder 2 Holder 3
Acknowledgement
We acknowledge the receint of the request for Consolidation of Folios from Target Folio,
Source Folio No(s}
Received from ‘Mutual Fund:
Folio No: Date of Receipt:
[Subject t0 security and verification}