Get Application Form For New Cadre Distributors - Amfi

The Application Form For New Cadre Distributors - AMFI is essential for individuals and businesses looking to register as distributors of mutual funds in India. This guide provides a step-by-step approach to filling out the form online, ensuring a smooth and straightforward process for users.

Follow the steps to successfully complete your application online.

1. Click ‘Get Form’ button to obtain the form and open it for completion.
2. Begin by selecting the category of distributor applicable to you, such as individual or proprietorship firm. Ensure you tick the correct option.
3. Provide personal details in the 'Details of the Applicant / Proprietor' section including first name, middle name, last name, gender, and date of birth in the specified format.
4. Enter your Permanent Account Number (PAN) in the dedicated field.
5. Select your category of new cadre distributor by ticking the appropriate box. Options may include Postal Agents, Business Correspondents, or Retired Bank Officials, among others.
6. In the 'Test Details' section, provide your certificate number and the date you passed the test.
7. Fill out the CPE Certificate details, including certificate number and date.
8. Complete the address details section, providing both your own address and the address of the proprietorship firm, if applicable.
9. Include your contact information in the fields for telephone number, mobile number, and e-mail ID.
10. List your qualifications by specifying the course, university or institute, and year of passing.
11. In the bank details section, provide the name of the bank, branch, account number, MICR/NEFT code, and account type.
12. Complete the payment details section by entering demand draft number, date, amount, and name of the bank and branch it is drawn on.
13. Provide your signature, place, and date at the end of the application.
14. Lastly, review your form for accuracy. Save changes, download a copy for your records, or print the form to share as needed.

Start your application process by completing the Application Form For New Cadre Distributors - AMFI online.