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The applicant needs to be an existing bank account holder, since a customer ID is mandatory. |
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The Savings Bank Account status has to be Single or Either/Survivor. |
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The bank account holding pattern will
be the same as applicants for Online Mutual fund(Investment Services
Account). |
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The Account Opening Application Form has to be signed by the Mutual Fund Applicants. |
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PAN Requirement: PAN (Permanent Account
Number) has been made mandatory for investments into mutual funds
for all investors irrespective of the amount. All customers who wish
to apply for Online Mutual Fund(Investment services Account) are required
to have a PAN. |
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For NRI customers(Non-face to face):
The PAN card copy is required to be attested by the Indian embessy
post which the PAN cards can be sent to the home branch or the relationship
manager. |
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The PAN cards are required to be attested
by the Relationship manager as Seen Orignal & verified" before
attaching the same with the ISA form. |
|
Bank Account Linkage letter needs to be signed by the Bank Account Holders. |
