Get Multi-scheme Sip Investment Form - L&t Financial Services

Filling out the Multi-Scheme SIP Investment Form for L&T Financial Services can seem daunting, but this guide will walk you through each step. By following these instructions, you can complete the form accurately and efficiently, helping you to invest without hassle.

Follow the steps to successfully complete your investment form.

1. Click ‘Get Form’ button to acquire the Multi-Scheme SIP Investment Form and open it in your editor.
2. Provide your Distributor/RIA Code, Sub-Distributor ARN, and Sub-Distributor Code if applicable. If you do not have a distributor, you may leave these fields blank.
3. Fill in the EUIN and Branch Code if applicable. Ensure all details are correct for accurate processing.
4. In the initial commission section, indicate if any commission will be paid directly to the distributor, and complete the transaction charges section accordingly.
5. If this is your first investment in mutual funds, tick the appropriate box as instructed.
6. Enter your personal information in the Applicant Information section, including First Name, Middle Name, Last Name, PAN/PEKRN, and Date of Birth for each unit holder. Ensure the details match official records.
7. Select your Smart SIP Combo by checking the appropriate box. Choose the investment amount and payment frequency that suits your investment strategy.
8. Complete the Investment & Payment Details section, ensuring that all payment methods and account information are accurately filled out.
9. Review the Declaration & Signatures section carefully. All applicants must sign the form as per their respective mode of holding.
10. Once all sections are complete, save your changes. You can download, print, or share the completed form as needed.

Start filling out your Multi-Scheme SIP Investment Form online today for a seamless investment experience.