Request for Change in Broker To Mutual Fund Folio No(s): Name of the Investor First Holder only : I / We wish to change the distributor/ broker code and request CAMS to update the New Broker details.
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How to fill out the 111210321-Common Transaction Slip-Form-300513.cdr online
This guide provides clear, step-by-step instructions on how to accurately fill out the 111210321-Common Transaction Slip-Form-300513.cdr online. Following this guide will help ensure that all necessary information is correctly entered, making the process smooth and efficient for all users.
Follow the steps to accurately complete the form online.
- Click the ‘Get Form’ button to obtain the document. Make sure to use a compatible editor to open the form.
- Begin by entering the name of the mutual fund to which your request pertains. This should be clearly stated at the top of the form.
- In the ‘Folio No(s)’ section, input your specific folio numbers. This identifies your investment account.
- For the ‘Name of the Investor’ field, provide the name of the first holder only, ensuring it matches the records associated with the mutual fund.
- In the ‘Old Broker Details’ section, fill in the broker/ARN code and broker name currently associated with your account.
- In the ‘New Broker Details’ section, enter the new broker/ARN code and the name of the new broker you wish to designate.
- Acknowledge your understanding that the distributor/broker code change will apply to all schemes and investments at the folio level, and that it will be processed on a prospective basis.
- Provide the necessary signatures of the first holder and any additional holders as needed.
- Complete the Acknowledgement section, ensuring your name, fund name, folio number, and the date of receipt at CAMS CSCs are filled in correctly.
- Once all sections are completed, you may save your changes, download, print, or share the document as needed.
Complete your documents online today for a seamless filing experience.
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