Get Invesco Mutual Fund Distributor Empanelment Online

This guide provides a comprehensive overview of how to accurately complete the Invesco Mutual Fund Distributor Empanelment Online form. Whether you are an individual or an organization, following these steps will help ensure that your application is thorough and compliant.

Follow the steps to successfully complete your application.

1. Click ‘Get Form’ button to access the form and open it for editing.
2. Begin filling in your organization or individual details. This section requires the name of the organization or individual to be entered in block letters, your ARN, and your KYD compliance status.
3. Please provide your email address, mobile number, and address for correspondence in block letters. Ensure all details are accurate.
4. Specify your status by selecting the appropriate category such as resident individual, partnership firm, or others.
5. For individuals, provide additional information like date of birth and wedding anniversary. Corporates need to provide the date of incorporation and authorized person's designation.
6. In the bank account details section, select the type of account and input the corresponding account number and name as per bank records.
7. Provide business details including the number of branches and sales employees, as well as the products and services you offer.
8. List the particulars of key personnel involved in your organization, including names, designations, contact numbers, and email addresses.
9. Indicate any regulatory or statutory levies and check if you meet the specified criteria regarding multiple point presence and AUM raised.
10. Complete the nomination details if applicable, then ensure you attach the required documents before final submission.
11. Finally, review all information provided for accuracy, then proceed to save changes, download, print, or share the form as needed.

Start filling out the Invesco Mutual Fund Distributor Empanelment Online now to take the first step towards becoming a distributor.