| | | | |
 | | Eligiblity | |
| | | The
Business Associate needs to be AMFI qualified. | |
| | | | |
| | Preferences
shall be given to | |
| | | ›› | Mutual
Fund Advisors | |
| | | ›› | Professionals | |
| | | ›› | NSE
Brokers / Sub brokers | |
| | | ›› | UTI
/ Postal / Insurance Agents etc., | |
| | | ›› | Other
AMFI qualified persons (VRS Optees, Housewives) may also apply. | |
| | | | |
| | Procedure | |
| | | ›› | Those
interested can fill up and submit the application form along with a passport size
photograph to our Integrated Regional Offices. Forms can be downloaded from our
website and also obtained in our branches. | |
| | | | |
| | | ›› | A
photocopy of the AMFI certificate / ID card and PAN card has to be mandatorily
enclosed along with the application form. | |
| | | | |
| | | ›› | An
agreement has to be signed with us | |
| | | | |
| | | ›› | On
approval of your application, you will be assigned a code number that should be
invariably mentioned in all the application forms | |
| | | | |
| | Products | |
| | | ›› | Mutual
Funds | |
| | | ›› | RBI
Bonds / Tax saving bonds | |
| | | ›› | Postal
schemes | |
| | | ›› | Fixed
Deposits | |
| | | ›› | PAN
/ TAN / e-TDS / AIR (Given to Chartered Accountants only) | |
