Get Invesco Mutual Fund Empanelment Online

This guide provides comprehensive step-by-step instructions for completing the Invesco Mutual Fund Empanelment Online form. Whether you are an individual or part of an organization, this guide will assist you in navigating the form accurately.

Follow the steps to successfully complete the form.

1. Press the ‘Get Form’ button to access the Empanelment form and open it in the editor.
2. Fill in the organisation or individual details. Ensure all fields, including name, ARN, valid upto date, email address, and permanent account number, are completed as they are mandatory. Attach a copy of your AMFI Certificate or ARN Card.
3. Provide your correspondence address and contact details, including city, pin code, state, country, telephone, fax, and mobile number. Select your status by ticking the appropriate box.
4. For individuals, enter your date of birth. For corporates, provide the date of incorporation along with the educational information of the authorized person and their designation.
5. Complete the bank account details section for brokerage payouts by selecting the type of account, providing the account number, account name, bank details, and I.F.S.C code. Attach a copy of a cancelled cheque.
6. In the Business Details section, provide information such as the number of sales employees, branches, total experience in the industry, number of sub-brokers, and clients. Describe the products on offer and funds mobilized.
7. List the particulars of key personnel, including their name, designation, contact number, and email ID.
8. Fill in the nomination details for brokerage or commission, providing the name of the nominee, date of birth if minor, relationship, and guardian’s name if applicable.
9. Complete the declaration section, certifying the accuracy of the information provided and agreeing to abide by the terms and conditions. Enter the place and date.
10. After ensuring all sections are complete, save your changes. You can download, print, or share the filled form as required.

Start the process now to complete your Invesco Mutual Fund Empanelment Online form.