Get Empanelment Form Draft-9 - Hdfcfundcom

Filling out the Empanelment Form Draft-9 for HDFC Asset Management Company is a vital step in becoming a distributor. This guide provides clear and user-friendly instructions to help you complete the form accurately and efficiently.

Follow the steps to successfully complete the Empanelment Form Draft-9.

1. Click the ‘Get Form’ button to obtain the Empanelment Form Draft-9 and open it in your preferred online editor.
2. Begin with filling in your key contact details in block letters. This includes your name, address for communication, telephone, mobile number, and email addresses.
3. Indicate your status by ticking the appropriate box, whether you are an individual or a sole proprietor.
4. Select your category of distributor by marking one of the options available, such as postal agents or business correspondents. If applicable, provide information related to greater than or equal to 10 years of service.
5. Provide details of your experience in selling financial products, including NSC, fixed deposits, insurance, mutual funds, and more.
6. Fill in your personal information, such as date of birth, educational qualification, PAN, and EUIN. Remember to attach a self-attested copy of your PAN Card and EUIN Card.
7. Complete the nomination details for brokerage or commission if applicable. Include the name and date of birth of the nominee and the name and address of their legal guardian, if the nominee is a minor.
8. Provide your bank account details, including account number, type, bank, branch, and preferred mode of receipt of brokerage.
9. Attach necessary certification details such as ARN and expiry information, along with self-attested copies of any required certificates.
10. Read and agree to the declaration statement, ensuring that all provided information is true and correct. Sign the form and enter the date.
11. Once the form is completed, review all entries for accuracy and completeness. Save any changes made.
12. Download, print, or share the completed Empanelment Form Draft-9 as needed.

Start filling out your Empanelment Form Draft-9 online today to become a distributor.