Certificate of accountant in respect of compliance to the provisions of Schedule V [Table: Sl. No. 7] by the notified Pension Fund

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....me eligible for exemption under Schedule V [Table: Sl. No.7] (as per details in Sl. No. 10 (column K) of this Part):   9. The opening balance (i.e. the closing balance as on the last date of the preceding financial year) of the investment made which is eligible for exemption under Schedule V [Table: Sl. No.7] of the Act:   10. Details of investment made by the PF during the tax year: Sl. No. Date of investment Amount of investment Nature of investment (refer Note 3) Nature of income (Note 4) Amount of income on investment during the year Details of the entity in which investment made Amount of income which is eligible for exemption under Schedule V [Table: Sl. No. 7] (Attach calculation sh....

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....;       Total                 13. The PF satisfies all the conditions required for the purposes of the exemption under Schedule V [Table: SI. No. 7], that are:   (a) Name of the law under which the PF is created or established   (b) Details of the funds or plans for which the PF is responsible for administering or investing the assets for: Sl. No. Name of the fund/ plan Purpose for which fund/plan is established (refer Note 6) Nature of the fund/plan (refer Note 7) Percentage of value of assets received from each fund/plan to total value of assets administered or invested by the PF A B C D ....

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....   (i) Name of such investee   (ii) PAN of the investee   (iii) Amount of investment in such investee at the end of the year   (h) Whether it has loans or borrowings, as defined in Schedule V [Table: Sl. No. 7.Note 5(c)], directly or indirectly, for the purposes of making investment in India: Yes/No (i) If answer to (h) is Yes, then provide the following details:   (i) Name of the person from whom such loan or borrowing has been taken   (ii) Amount of loan or borrowing at the beginning of the year   (iii) Amount of loan or borrowing received during the year   (iv) Amount of loan or borrowing repaid during the year &nbsp....

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.... Notes: 1. The name shall include full name of the Pension Fund. 2. The address shall include flat/door/building, road/street/block/sector, area/locality, post office, town/city/district, state and pin code of the Pension Fund. 3. In Part B (Sl. No. 10 and 12), one of the following codes is to be selected: Nature of Investment Code Debt 1 Equity 2 Preference Shares 3 Others (Please specify) 4 4. In Part B (Sl. No. 10 and 12), one of the following codes is to be selected: Nature of Income Code Interest 1 Dividends 2 Capital Gains 3 Others (Please specify) 4 5. In Part B (Sl. No. 10 and 12), one of the following codes is to be selected: Nature of entity in which in....