Get Intermediary Empanelment Form - Quantum Mutual Fund

Completing the Intermediary Empanelment Form for Quantum Mutual Fund is a crucial step in establishing your relationship with the fund. This guide provides a clear, step-by-step approach to filling out the form accurately and efficiently, ensuring you have all the necessary information for a successful application.

Follow the steps to complete your application seamlessly.

1. Click the ‘Get Form’ button to access the Intermediary Empanelment Form and open it in the designated online editor.
2. Fill in your name in block letters, using the appropriate title (Mr., Ms., or M/s.). This field is mandatory.
3. Provide your address for communication, including city, state, and pin code. Ensure all details are accurate.
4. Enter your email ID and contact details, including both office and residential numbers where applicable. Ensure the mobile number is valid.
5. Specify your status as either individual, proprietorship, partnership firm, or other. If you select ‘others,’ please provide details.
6. Include your date of birth, PAN number, and educational qualifications. For individuals or proprietorships, attaching copies of the AMFI/NISM certification and ARN card is mandatory.
7. If submitting on behalf of a non-individual entity, provide the contact person’s name and designation, along with the date of incorporation.
8. Fill in the AMFI/NISM certification details, including the AMFI registration number and validity period, as well as the date you passed the examination.
9. Complete the KYD details section, ensuring to attach the KYD acknowledgment with the form.
10. Describe your business details, including your client profile, distribution model, mode of business, and experience in selling financial products.
11. Compile the checklist of documents required for submission based on your business type, ensuring you have copies of all mandatory documents.
12. Carefully review the eligibility criteria and provide necessary details for each section, such as any regulatory issues and organizational controls.
13. Sign the form in the designated area, ensuring all mandatory fields are completed.
14. Finally, save any changes made to the form, and you may choose to download, print, or share the completed form as needed.

Complete the Intermediary Empanelment Form online today to start your journey with Quantum Mutual Fund.