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Get Common Transaction Form Cy - Home - Mirae Asset
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How to use or fill out the COMMON TRANSACTION FORM CY - Home - Mirae Asset online
Filling out the COMMON TRANSACTION FORM CY for Mirae Asset can seem daunting, but with clear guidance, the process becomes manageable. This guide will walk you through each section of the form step-by-step, ensuring you complete it accurately and efficiently.
Follow the steps to successfully complete the COMMON TRANSACTION FORM CY
- Press the ‘Get Form’ button to access and open the common transaction form in your document editor.
- In the 'Investor Details' section, fill in your Folio Number, select the type of applicant (Sole or First Applicant), and choose the appropriate Scheme, Plan, and Option (e.g., Dividend Payout or Reinvestment). Make sure to indicate the frequency of dividend reinvestment.
- If applicable, fill in the 'Additional Purchase' section with the amount you wish to invest in figures and words. Ensure to mark whether you comply with K.Y.C. regulations by checking 'Yes' or 'No' for each applicant.
- Proceed to the 'Redemption' section if you wish to redeem units. Specify the amount in figures and words, and indicate if you request activation of the Direct Credit facility for your folio.
- If you want to switch units, complete the 'Switch Request' section by providing the amount in figures and words, and specify the Scheme/Plan/Option to which you wish to switch.
- For changing your bank mandate, fill in the necessary bank information, including Bank Name, Branch Name, Account Number, and IFSC Code. Attach a canceled cheque or a clear photocopy of a cheque as required.
- Lastly, complete the 'Declaration & Signature' section by reading and acknowledging the terms and conditions of the scheme. Sign where indicated and ensure any co-applicants or guardians also sign.
- Once all sections are filled out accurately, review your entries for completeness. You can then save changes, download, print, or share the completed form as necessary.
Start filling out your COMMON TRANSACTION FORM CY online today for a seamless investment process.
Log onto the CAMSonline portal and click on 'Investor Services' on the top menu. Then, click on the 'Mailback Services' tab on the left side of the menu. Next, select 'Consolidated Account Statement – CAMS+Karvy+FTAMIL+SBFS'. Once this is done, you need to provide a valid email address and choose a password.
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