Loading
Get L&t Mutual Funds Distributor Empanelment Form
How it works
-
Open form follow the instructions
-
Easily sign the form with your finger
-
Send filled & signed form or save
How to fill out the L&T Mutual Funds Distributor Empanelment Form online
Filling out the L&T Mutual Funds Distributor Empanelment Form is an essential step for individuals and organizations seeking to become distributors for L&T Mutual Funds. This guide provides clear, step-by-step instructions to help you successfully complete the form online.
Follow the steps to accurately complete the form.
- Click the ‘Get Form’ button to obtain the form and open it in your appropriate editor.
- Provide your name for empanelment, selecting whether you are an individual or a non-individual entity. Make sure to include all required symbols, correctly indicating your status.
- Enter the contact person's name if applicable. This should be the primary contact for communication regarding the empanelment.
- Fill in your complete address for communication. Include the city, state, pin code, and any relevant contact numbers such as telephone and mobile.
- Provide your email address. This will be used for future correspondence and updates.
- In the enterprise details section, specify the number of employees and the number of offices you operate. Mention the names of the cities where you conduct business.
- Enter the KYC acknowledgment date and attach the necessary KYD acknowledgment letter.
- List the mutual funds you currently market, numbering them from 1 to 6.
- Indicate your current Assets Under Management (AUM) for both equity and balanced funds, and for debt.
- Provide details on key employees including their names, designations, and email IDs.
- Fill in the gross mobilization done in the last 6 months and specify the number of corporate and retail investors.
- Enter your bank details and attach a cancelled cheque. Include the name of the bank, branch, account number, and type.
- Provide your Permanent Account Number (PAN), MICR code, and IFS code along with a contact number.
- If applicable, fill in the nomination details for brokerage commission, including the name and date of birth of the nominee.
- Review the declaration section, ensuring you agree to provide true and correct information and comply with the terms and conditions.
- Affix your signature at the end of the form. If submitting on behalf of a company, ensure the company seal is affixed.
- Once you have completed the form, save your changes, and then download, print, or share the form as required.
Complete your L&T Mutual Funds Distributor Empanelment Form online today for seamless investment opportunities.
As part of a strategic realignment, L&T Mutual Fund has merged into Aditya Birla Sun Life Mutual Fund. This transition aims to combine resources and enhance service delivery for investors. For those looking to continue their distribution journey, the process remains accessible through the L&T Mutual Funds Distributor Empanelment Form.
Industry-leading security and compliance
US Legal Forms protects your data by complying with industry-specific security standards.
-
In businnes since 199725+ years providing professional legal documents.
-
Accredited businessGuarantees that a business meets BBB accreditation standards in the US and Canada.
-
Secured by BraintreeValidated Level 1 PCI DSS compliant payment gateway that accepts most major credit and debit card brands from across the globe.