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BANK ACCOUNT REGISTRATION:
If you change your bank, you can register the new bank account by filling up the 'bank account registration form'. You can also request for deletion of details of the existing bank account or register multiple accounts, for your investments in your folio number.
CONSOLIDATION OF FOLIOS:
Many of us invest in mutual funds without mentioning our old folio number. This results in creation of multiple folios. In the end, it is too confusing to hold many folios, that too in the same mutual fund. Hence, there is a need to consolidate these folios. You can fill up the 'folios consolidation form'. This will bring all yours investments under a single folio, making it simpler for you to manage and track them.
UPDATION OF ADDRESS/CONTACT DETAILS:
Many of us have been investing over the years, but have not provided details like our e-mail address or mobile numbers to the mutual fund house. Registering these details helps faster flow of communication. So as soon as a transaction takes place in your account, you are alerted by an SMS or e-mail. An account statement is sent to you by email. These services are free.
CHANGE OF NAME/SIGNATURE:
Many a time post marriage, there is a name change, which you need to effect in your investments also. All you need to do is fill up the form concerned and submit it with a copy of the gazette or marriage certificate specifying the name change. A banker must attest the document. You also need signatures of all the holders in the folio. Once this is submitted to the mutual fund, the name change will be effected.
CHEQUE REISSUANCE:
If you have misplaced the cheque for your dividend or repayment, you can request a new one by with the cheque re-issuance form. The request has to be signed by all holders.
NOMINATION FORM:
If you have not appointed a nominee, you can appoint one. You can even change the nominee you have already appointed. If you have one nominee, you can also add another nominee and make a respective percentage allocation in the ratio that suits you.