Get Religare Mutual Fund Enpanelment Online Form

Filling out the Religare Mutual Fund Enpanelment Online Form is a crucial step for individuals and organizations looking to partner with Religare Invesco Asset Management. This guide provides comprehensive, step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to fill out the Religare Mutual Fund Enpanelment Online Form

1. Click the ‘Get Form’ button to acquire the online version of the Religare Mutual Fund Enpanelment form and access it in an appropriate digital format.
2. Begin by entering your organization or individual details in the designated fields. Ensure to fill in all mandatory fields, including the name of the organization/individual, ARN, date of birth, and contact information including your address, email, and telephone.
3. Provide any additional information regarding your status (e.g., resident individual, partnership firm, etc.) by selecting the appropriate option. If applicable, input your KYD code and confirm your compliance.
4. Complete the bank account details section to facilitate brokerage payouts. Include your account number, account name, and bank information. Ensure you attach a copy of a cancelled cheque.
5. Fill in the business details section with information such as the number of sales employees, branches, clients, and services offered. Be thorough while describing your business model and funds mobilized.
6. List details of key personnel involved in your operations, providing their names, designations, contact numbers, and email addresses as required.
7. Respond to any regulatory queries, indicating if you have faced any legal issues. Attach a separate sheet if necessary.
8. If you are an individual or sole proprietorship, complete the nomination details for brokerage or commission. Ensure to add the name of the nominee and other relevant information.
9. Submit the required documents as specified in the form, ensuring that the relevant copies of ARN cards, PAN cards, and other certification documents are attached.
10. Review and confirm that all provided information is accurate. Once satisfied, submit the form. You may choose to save changes, download, print, or share the completed form as necessary.

Take the next step in your application process by completing the Religare Mutual Fund Enpanelment Online Form today.