Get Uti Mutual Fund Distributor Empanelment Form
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How to fill out the UTI Mutual Fund Distributor Empanelment Form online
Filling out the UTI Mutual Fund Distributor Empanelment Form online is an essential process for individuals and entities looking to become distributors of UTI Mutual Funds. This guide provides clear, step-by-step instructions to help users successfully complete the form with confidence.
Follow the steps to complete the UTI Mutual Fund Distributor Empanelment Form online.
- Click the ‘Get Form’ button to access the UTI Mutual Fund Distributor Empanelment Form.
- In the 'Applicant's Personal Details' section, fill in your name as it appears on your ARN or AMFI certificate. Provide your complete address details, including village/flat/building, street/road/area, city/town, state, PIN code, and contact numbers.
- Select your status by ticking the appropriate box (Individual or Non-Individual) and fill in your date of birth or the date of formation/incorporation/registration if applicable.
- Complete the 'Regulatory Details' section by providing your ARN number, PAN, EUIN, and the KYD compliance date.
- For 'Bank Particulars', enter your bank name, branch address, account number, and other relevant banking information accurately.
- Move to the 'Nomination Details' section. If you are an individual or a sole proprietorship, nominate an individual for commission transfer upon your demise, including their date of birth and relationship information.
- Provide any additional information requested, including past associations, reasons for discontinuations, and information about relatives associated with UTI AMC.
- Review the checklist for the documents to be submitted, ensuring you have all required copies ready, such as ARN, AMFI certificate, PAN, and address proof.
- Finally, sign and date the form, and ensure that all sections are filled accurately before submitting. You can then choose to save, download, print, or share the completed form.
Start filling out the UTI Mutual Fund Distributor Empanelment Form online today to become a distributor.
The purpose of empanelment is to establish a formal relationship between mutual fund distributors and fund houses. This ensures that distributors are qualified and capable of promoting their products effectively. The UTI Mutual Fund Distributor Empanelment Form facilitates this by collecting vital information to assess suitability. Ultimately, it aims to foster trust and professionalism in the financial services sector.
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