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One essential task with a Transaction Agreement Form for HDFC Mutual Fund is to ensure that it is indeed the latest version, as it determines if it is eligible for submission.
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Redemption through Agent If you had invested in the fund through an agent, you are bound to redeem your funds through the agent. The procedure will involve the filling of the mutual fund redemption form that specifies the plan and scheme name, folio number along with the number of units or the amount to be withdrawn.
How do I transfer funds from my HDFC Bank account to HDFC Mutual Funds scheme account? Login to your HDFC net banking account and go to third party transfer (within the bank) and add the beneficiary account (HDFC scheme account where you wish to transfer funds).
Common Transaction Form. Page 1. The upfront commission on investment made by the investor, if any, shall be paid to the ARN Holder (AMFI registered distributor) directly by the investor, based on the investor's assessment of various factors including service. rendered by the ARN Holder.
Ease of Investing - Just 3 stepsFill the OTM form.Attach a copy of cancelled cheque.Submit the form to AMC /distributor.
Registration is just a onetime process. All you need is to fill and submit a simple 'OTM form' duly signed after reading the Terms and Conditions of this facility. Please note that the signatures on the form should be as per your bank records because the form will be sent to your bank branch.