KYC FILE CALLING PROCESS

CAMS ONLINE
 Go to https://www.camsonline.com
 Login through Distributors/RIA services

 Goto Distributor Mailback Services

 Enter email ID and select your fund.

 Select all funds excluding first two.

CLICK ON CUSTOMER SERVICE
SELECT WBR56- KYC STATUS OF
INVESTOR
SELECT OUTPUT FORMAT IN DBF
SELECT FROM DATE-TO DATE AND
CLICK ON VERIFIED
ENTER PASSWORD AND CLICK ON
OVERNIGHT
FRANKLIN TEMPLETON
 Login from https://www.franklintempletonindia.com/

 Goto Report section after login and click on Instant.

LOGIN PROCESS
SELECT YOUR EMAIL ID AND CLICK
ON NEXT
SELECT –KYC PENDING
SELECT TIME PERIOD –CLICK ON DBF
& EMAIL REPORT
KARVY FILE CALLING
 Login -
https://www.karvymfs.com/karvy/Distributor/Distributor
_Login.aspx

 Goto Mail back report.

KARVY LOGIN PROCESS
GOTO MAIL BACK REPORT
CLICK ON MFSD 239 & THEN MFSD 240
CLICK ON ALL FUND , SELECT DATE &
GENERATE ZIP FILE
SUNDARAM FILE CALLING PROCESS
CLICK ON REPORT
GOTO DISTRIBUTORS REPORT
SELECT ER04B
SELECT EMAIL AND FILE TYPE AS DBF
THANK YOU