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APPLICATION FORMS

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COMMON TRANSACTION SLIP

This form can be used across ANY AMC for:
Additional Purchase
Redemption
Switch Request
Change of Bank details
Change of Address

KNOW YOUR CLIENT (KYC)

(KYC is compulsory for all mutual fund investments w.e.f. 1st January 2012)

AADHAAR LINKING

As per the mandate from the Government of India (under Prevention of Money Laundering Rules, 2005), Aadhaar and PAN must be linked with all Mutual Fund Folios. The last day for all existing investors to link these is December 31, 2017, failing which, the folio(s) will be inoperative i.e. investor initiated transaction requests will not be processed (similar to current restrictions in case of FATCA deficiency).
The requirement of updating of Aadhaar is not applicable to NRIs and investors residing in Assam, Meghalaya and J&K. However, such investors have to submit one officially valid document as ID proof.
Process of linking Aadhaar to folios:
   Online facility:
Individuals investors can update their Aadhaar on the link, however kindly ensure that your mobile number is registered with the Registrar to receive the One Time Password (OTP) and follow the process
Registrar Link
CAMS click here
KARVY click here
Franklin click here
Sundaram click here
Note: Only investors whose PAN is updated in their folios can use this facility. Additionally, their mobile number should be available in the UIDAI database for OTP generation.
   Physical
Individual investors who cannot update AADHAAR through the above link can use the following form and submit with self attested Aadhaar copy:
Registrar For Individuals For Non-Individuals
CAMS click here click here
KARVY click here click here
Franklin click here click here
Sundaram click here click here

FATCA

   Online facility:
You can also click on the link below to update the FATCA details, however kindly ensure that your mobile number is registered with the Registrar to receive the One Time Password (OTP) and follow the process.
Registrar For Individuals
CAMS click here
KARVY click here
Franklin click here
Sundaram click here
   Download the declaration form from the link for print, fill and submit the same to us.
Registrar For Individuals For Non-Individuals
CAMS click here click here
KARVY click here click here
Franklin click here click here
Sundaram click here click here
For any queries you can email us on mfcustomercare@ventura1.com or call to us +91 022 67547042

INSTRUCTIONS

Systematic Investment Plan (SIP):
Systematic Transfer Plan (STP):
Document Checklist:
Sample Application Forms:
Supplementary KYC Information & FATCA – CRS Declaration:
Brokerage Structure
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