Registration Form for Systematic Transfer Plan and IDCW Sweep Plan
DISTRIBUTOR / BROKER INFORMATION
TIME STAMPING
ARN- (ARN stamp here)
Name & Broker Code / ARN / RIA / PMRN
Sub Broker / Sub Agent ARN Code
*EUIN
Internal Code for Sub-broker/ Employee
ARN-
Signature of First / Sole Applicant /
Guardian / Authorised Signatory
#By mentioning RIA / PMRN code, I/we authorize you to share with the Investment Adviser the details of my/our transactions in the scheme(s)
of Bandhan Mutual Fund.
Declaration for “execution-only” transaction (only where EUIN box is left blank) (Refer Instruction No. XIII). - I/We hereby confirm that the EUIN
box has been intentionally left blank by me/ us as this is an “execution-only” transaction without any interaction or advice by the
employee/relationship manager/sales person of the above distributor or notwithstanding the advice of in-appropriateness, if any, provided by
the employee/relationship manager/sales person of the distributor and the distributor has not charged any advisory fees on this transaction.
*Please sign below in case the EUIN is left blank/not provided. I/We hereby confirm that the EUIN box has been intentionally left blank by me/us as this transaction is executed without any interaction or advice by the
employee/relationship manager/sales person of the above distributor/sub broker or notwithstanding the advice of in-appropriateness, if any, provided by the employee/relationship manager/sales person of the
distributor/sub broker.
EXISTING UNIT HOLDER INFORMATION (Please mention the PAN/PERN without which, this application form will be considered incomplete and is liable to be rejected.)
Name of the First Holder
MANDATORY
Folio No.
PAN/PERN (mandatory)
Enclosed
PAN/PERN Proof
KYC Compliant
KIN
KYC Identification Number
SYSTEMATIC TRANSFER PLAN (STP) (Please read overleaf instructions carefuly)
Transfer Frequency (Please tick (ü) any one of the below frequencies)
Monthly
Quarterly
Half Yearly
Annual
th th st
Any day of the month except 29 , 30 & 31 .
Transfer Frequency (Please tick (ü) any one of the below frequencies)
Daily
Weekly - Daywise (Transfer on every Monday of the month)
th th st th
Weekly - Datewise (Transfer date will be 7 /14 /21 / 28 of the month)
st th
Fortnightly (Transfer date will be 1 /16 of the month)
th th st
Monthly (Any day of the month except 29 , 30 & 31 )
SYSTEMATIC TRANSFER PLAN - FIXED SYSTEMATIC TRANSFER PLAN - CAPITAL APPRECIATION
Transfer Instalment ` ` in words
STP Period
Start
D
D M Y YM
End
D D M Y YM
OR No. of Installments
(Please select either Period or no. of instalments)
FROM Scheme
Plan
Bandhan
Regular
Direct
Option
Growth
IDCW-Payout
IDCW - Reinvestment
IDCW
IDCW frequency
TO Scheme
Plan
Bandhan
Regular
Direct
Option
Growth
IDCW-Payout
IDCW - Reinvestment
IDCW
IDCW frequency
IDCW SWEEP OPTION
FROM Scheme
Plan
Bandhan
Regular Direct
Option
IDCW-Payout
IDCW - Reinvestment
IDCW (Not available under Growth Option)
IDCW frequency
Option
IDCW frequency
Growth
IDCW
IDCW-Payout
IDCW - Reinvestment
TO Scheme
Plan
Bandhan
Regular Direct
First / Sole Applicant /
Guardian / Authorised Signatory
Second Applicant Third Applicant
POA Holder
DECLARATION & SIGNATURES
I/ We have read, understood and agree to comply with the terms and conditions of the Statement of Additional Information, Scheme Information Documents and Key Information Memorandum of the Scheme(s),
Foreign Account Tax Compliance Act and Common Reporting Standards, statutory requirements prescribed by SEBI, AMFI, Prevention of Money Laundering Act, 2002 (PMLA), Privacy Policy of *IDFC Asset
Management Company Limited available on the website of Bandhan Mutual Fund wwww.bandhanmutual.com and all applicable rules and regulations and hereby confirm that I/We have not received nor been induced
by any rebate or gifts, directly or indirectly, to make this investment. I/We hereby declare that I/we do not have any existing Micro SIPs which together with the current application will result in a total investments
exceeding Rs. 50,000 in a year. The ARN holder has disclosed to me/us all the commissions (in the form of trail commission or any other mode), payable to him for the different competing Schemes of various Mutual
Funds from amongst which the Scheme is being recommended to me/us. For NRIs / PIOs / FPIs only: I / We confirm that I am / we are Non Resident Indians / Person(s) of Indian Origin / Foreign Portfolio Investors but
not (i) United States persons as per applicable Regulations or (ii) residents of Canada, and I / we have remitted funds from abroad through approved banking channels or from funds in my / our Non-Resident External /
Non-Resident Ordinary / FCNR Account maintained in accordance with applicable RBI guidelines. I/We hereby provide my/our consent to *IDFC Asset Management Company Limited for (i) collecting, storing and
usage of personal information for the purposes of processing my/our application and providing the services to which I/we have subscribed and for the purposes of meeting legal and regulatory requirements; (ii)
receiving updates on promotional material and transaction related communication via mail, telecall, SMS, etc.
* Unitholders are requested to note that the name of ‘IDFC Asset Management Company Limited’ would be changed to ‘Bandhan AMC Limited’ or any other name as may be approved by Regulatory Authorities in due course.
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