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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 With PAN Without PAN
CAMS click here NA
KARVY click here NA
Franklin click here NA
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

15G/H

   Starting 1 April 2020, dividend income earned on shares of an Indian company or from a mutual fund scheme is taxable in the hands of the receiver based on the tax rate applicable to their total income. The dividend earned will be part of their total income earned for the financial year 2020-21 and tax as per their respective tax slabs. Therefore, if your dividend income is within exempted limits, you will need to submit Form 15G or Form 15H to the company or mutual fund you invest in to avoid tax.
   Online form 15G/H for individual and senior citizens:
Fill and submit 15G/H form to prevent TDS deductions for MF dividends. You can also click on the link below to update the form 15G/H, however kindly ensure that your mobile number is registered with the Registrar to receive the One Time Password (OTP) and follow the process.
CAMS : click here
Karvy : click here
   Physical form 15G/H for individual and senior citizens:
For Individuals         : Form 15H
For Senior Citizens  : Form 15G

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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