Get Common Transaction Form For All Schemes - Hsbc Global Asset ...

Filling out the Common Transaction Form for All Schemes can be straightforward when you understand each section and field. This guide provides step-by-step instructions to help you successfully complete the form online.

Follow the steps to fill out the form effectively.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your unitholder information, which includes your folio number, name, and Permanent Account Number (PAN). Ensure all mandatory fields are filled out accurately.
3. Indicate whether you are a resident of the USA or Canada. Check the appropriate box for yes or no.
4. In the additional purchase section, select your choice of scheme, plan, and sub-option. Ensure the scheme name on the application matches the cheque, if applicable.
5. Enter the investment amount and specify the mode of payment, providing details of your cheque or demand draft as necessary.
6. If applicable, provide your bank account details, ensuring that they correspond to your own account.
7. Complete any sections related to redemptions, changes of address, or change of bank mandates as needed.
8. Review the nominations section to confirm whether you wish to nominate anyone for your account. Fill out the details if you choose to proceed with nominations.
9. Finally, sign the declaration, ensuring that all joint holders' signatures are included if necessary.
10. Once completed, save your changes, and you can download, print, or share the form as needed.

Complete your documentation online to ensure a smooth transaction process.