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- Guidelines for Transmission Of Units Procedure AMFI Circular No 85
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- Scheme Summary Documents
25-01-2023
Distributor Service Request Form
24-01-2023
Form for Fresh Nomination / Change of Existing Nomination
29-12-2022
Lien Marking Format
27-12-2022
AUM transfer letter
05-12-2022
Name Change Form
25-10-2022
Change bank and Contact Details Form 30 Sep 2022
30-09-2022
Common Application Form 30-09-2022
30-09-2022
Common Application Multi Scheme Form 30-09-2022
28-09-2022
ETF Transaction Slip Form
26-09-2022
Declaration Form for Opting out of Nomination in Folio
31-05-2022
Common Application Multi Scheme Form 31-05-2022
16-02-2022
OTM Debit Mandate form NACH/ ECS/ Direct Debit/SIP Form
31-01-2022
Common Application Form with multiple applications January, 2022
20-01-2022
Motilal-Oswal-Nifty-200-Momentum-30-ETF-
20-01-2022
NFO Communication - Motilal Oswal Nifty 200 Momentum 30 Index Fund
11-01-2022
Transaction slip ETF
03-12-2021
Common Application Form 21-10-2021
22-10-2021
Declaration from US Person 22-Oct-2021
22-10-2021
Change of bank form and declaration 22-Oct-2021
09-09-2021
Common Application Form 13-08-2021 09-Sep-2021
30-07-2021
KYC Template Legal Entity 30-Jul-2021
30-07-2021
KYC Template Legal Entity Annex 1 30-Jul-2021
30-03-2021
Distributor Empanelment Form 30-Mar-2021
10-11-2020
OTM NACH Form 28-10-2020 10-Nov-2020
10-11-2020
Change in CKYC Individual application 19-10-2020 10-Nov-2020
08-10-2020
Change of status from Minor to Major - Form MAM 08-Oct-2020
08-10-2020
Change of status from Minor to Major - Request Form for Change in Guardian 08-Oct-2020
08-10-2020
Form for providing Minor’s DoB & Details of Guardian 08-Oct-2020
08-10-2020
Change of status from Minor to Major - Form for Bank attestation of signature 08-Oct-2020
07-10-2020
Form 15G - for individuals claiming income without tax deduction 07-Oct-2020
07-10-2020
Form 15H - for senior citizens claiming income without tax deduction 07-Oct-2020
20-08-2020
Systematic Transfer Plan / Dividend Transfer Plan / Nav Appreciation Facility / Systematic Withdrawal Plan Form 20-Aug-2020
20-08-2020
Cash flow form 20-Aug-2020
24-04-2020
SIP Pause Form 24-Apr-2020
30-03-2020
Updation of Bank Details Non CBS to CBS 30-Mar-2020
07-01-2020
Cancellation Form For Systematic Investment Plan / Systematic Transfer Plan / Systematic Withdrawal Plan 07-Jan-2020
11-06-2018
Declaration Cum Remediation For EUIN 11-Jun-2018
11-06-2018
Aadhaar linking form for Non- Individual
11-06-2018
Aadhaar Standalone Linking Form for Individual
06-04-2018
Know Your Client (KYC) for Non- Individuals only 06-Apr-2018
03-07-2017
Request For Consolidation of Folios 03-Jul-2017
03-07-2017
Bank Accounts Registration Form (Multiple Banks / Bank Change / Default Bank / Deletion) 03-Jul-2017
31-01-2017
Supplementary CKYC Form 31-Jan-2017
27-01-2017
FAQs on Central KYC Registry 27-Jan-2017
22-02-2016
Change of Bank & Contact Details 22-Feb-2016
30-10-2015
FATCA, CRS & UBO Form (For Non-Individual) 30-Oct-2015
30-10-2015
FATCA & CRS Form (For Individual) 30-Oct-2015
10-07-2015
Ultimate Beneficial Ownership form 10-Jul-2015
10-07-2015
Standing instruction form for HDFC investors only (SIP) 10-Jul-2015
15-06-2015
Common Transaction Slip 15-Jun-2015
13-06-2013
EUIN - FAQ 13-Jun-2013
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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc), you need not undergo the same process again when you approach another intermediary