Nomination for Mutual Fund Unit Holders

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....Board of Trustees of Mutual Funds/ Registrar and Transfer Agents (RTAs)/ Association of Mutual Funds in India (AMFI) Sir / Madam, Subject: Nomination for Mutual Fund Unit Holders In order to bring uniformity in practices across all constituents in securities market, the following is decided in case of nomination for eligible Mutual Fund Unit Holders: 1. Investors subscribing to m....

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....AMCs shall ensure that adequate systems are in place for providing the e-Sign facility and take all necessary steps to maintain confidentiality and safety of client records. 4. All the AMCs are advised to set deadline as March 31, 2023 for nomination / opting out of nomination for all the existing individual unit holder(s) holding mutual fund units either solely or jointly as mentioned at para ....

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....To Mutual Fund / AMC's Name Mutual Fund / AMC's Address Date D  D  M  M  Y  Y  Y  Y    Mutual Fund Folio Number   Sole / First Holder Name   Second Holder Name   Third Holder Name   I / We hereby confirm that I / We do not wish to appoint any nominee(s) for my mutual fund....