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How to fill out the Axis Mutual Fund Online Empanelment online
Filling out the Axis Mutual Fund Online Empanelment form is an essential step for individuals and entities looking to become distributors of mutual fund schemes. This guide provides a clear and comprehensive approach to filling out the form correctly, ensuring all required details are accurately captured.
Follow the steps to successfully complete the empanelment form.
- Press the ‘Get Form’ button to obtain the empanelment form in your preferred format.
- Begin by entering your ARN Code in the designated field. This code is crucial for identification purposes.
- Fill in the validity date for your ARN Code by selecting the appropriate day, month, and year.
- Provide your Bank details. Input your Bank Name, Account Type, and Account Number.
- Complete the Correspondence Details section by entering your name, GSTIN (if applicable), communication address, state, city, PIN Code, telephone numbers, and email addresses.
- In the Additional Information section, input relevant details about the individual or non-individual entity such as Date of Birth or Date of Incorporation, Educational Qualification, and PAN number.
- Next, shift to Business Details. Fill out information regarding the nature of your business, number of years of operation, AUM in the industry, and expected business for the current fiscal year.
- In case you are an individual agent, provide Nominee details, including their name, Date of Birth, relationship with you, and PAN number. If applicable, include a Guardian's name.
- Complete the Declaration and Signature section by confirming your understanding of the terms and conditions. Sign and date the form.
- Finally, review all filled details for accuracy. Save any changes, then download, print, or share your form as needed.
Complete your Axis Mutual Fund Online Empanelment form today to begin your journey in distributing mutual funds.
Filling out a mutual fund application form requires you to provide personal details, including your name, address, and bank information. Ensure you also disclose your investment goals and risk tolerance. Utilizing the Axis Mutual Fund Online Empanelment platform helps streamline this process, guiding you through each necessary step for smooth completion.
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