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Get Principal Mutual Fund Online Empanelment
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How to fill out the Principal Mutual Fund Online Empanelment online
Filling out the Principal Mutual Fund Online Empanelment form is a crucial step for individuals and entities seeking to become empaneled distributors. This guide provides clear, step-by-step instructions to help users navigate the form accurately and efficiently.
Follow the steps to complete the online empanelment form effectively
- Press the ‘Get Form’ button to acquire the form and display it in your document editor.
- In the first section, enter the key contact details in block letters. Include your name, address for communication, city, state, and phone numbers. Make sure to attach a recent passport-size photograph if you are an individual.
- Provide your ARN (AMFI Registration Number) and indicate your professional status, such as individual, partnership firm, or others.
- Fill in the bank account details where brokerage or other payments will be processed. Specify if it is a savings or current account, and include the branch, MICR code, and NEFT/IFSC code. Attach a cancelled cheque for direct credit.
- Enter additional information such as corporate PAN, date of incorporation, authorized person's name and designation, educational qualification, and other relevant financial details.
- Complete the infrastructure details by indicating the office area, number of branches, and employees. State if you are associated as a sub-broker or franchisee for mutual funds.
- Provide business details including the number of investors and your experience in selling mutual funds. Include details about past funds mobilized in mutual funds.
- Fill in the AMFI/NISM certification details and attach copies of your certifications and ARN card.
- In the declaration section, affirm that all information submitted is complete and accurate. Ensure to mention any related persons as necessary.
- Once all sections are completed, save your changes. You may choose to download, print, or share the form for further processing.
Complete the Principal Mutual Fund Online Empanelment form online today to take the next step in your distributor journey.
The Distributor fulfilling the empanelment criteria as per the Code of Conduct and best practices for intermediary prescribed by SEBI and AMFI shall be entitled to receive brokerage for all business brought/ funds mobilized by him/her/it for AMC till the subsistence of the distributorship, except on the investments ...
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