Get the free Common Application Form for Open-ended Equity and Balanced Schemes

This document serves as an application form for various open-ended equity and balanced schemes offered by UTI Asset Management Co. Ltd., detailing the appropriate investor information and requirements

How to fill out common application form for

How to fill out Common Application Form for Open-ended Equity and Balanced Schemes

1. Visit the official website of the financial institution offering the Open-ended Equity and Balanced Schemes.
2. Locate the Common Application Form (CAF) for Open-ended Equity and Balanced Schemes on the website.
3. Download the form or fill it out online if available.
4. Provide your personal information, including your name, address, contact number, and email.
5. Fill in the details of your investment preference, such as the amount you wish to invest and the specific scheme you are applying for.
6. Complete any required KYC (Know Your Customer) documents, including identity and address proof.
7. Review the completed form for accuracy and completeness.
8. Submit the form online or print it out and send it to the address provided by the financial institution.
9. Keep a copy of the submitted form and any acknowledgment received for your records.

Who needs Common Application Form for Open-ended Equity and Balanced Schemes?

1. Investors looking to invest in Open-ended Equity and Balanced Schemes.
2. Individuals seeking to diversify their investment portfolio with equity and balanced funds.
3. Financial advisors or wealth managers assisting clients with investment applications.
4. New investors familiarizing themselves with investment processes and documentation.

For pdfFiller’s FAQs

What is Common Application Form for Open-ended Equity and Balanced Schemes?

The Common Application Form for Open-ended Equity and Balanced Schemes is a standardized document used by investors to apply for investments in open-ended equity and balanced mutual fund schemes. It simplifies the application process by allowing investors to use a single form for multiple funds.

Who is required to file Common Application Form for Open-ended Equity and Balanced Schemes?

Individuals and entities wishing to invest in open-ended equity and balanced mutual fund schemes are required to file the Common Application Form. This includes retail investors, institutional investors, and non-resident Indians (NRIs) seeking to invest in such schemes.

How to fill out Common Application Form for Open-ended Equity and Balanced Schemes?

To fill out the Common Application Form, investors need to provide personal information such as name, contact details, and bank account information. They must also select the specific fund schemes they wish to invest in and indicate the investment amount. Additionally, investors need to sign and date the form.

What is the purpose of Common Application Form for Open-ended Equity and Balanced Schemes?

The purpose of the Common Application Form is to streamline the investment process in open-ended equity and balanced mutual fund schemes, making it easier for investors to submit applications and manage their investments across different funds.

What information must be reported on Common Application Form for Open-ended Equity and Balanced Schemes?

The Common Application Form must report information such as the investor's full name, contact information, bank details, PAN (Permanent Account Number) for tax identification, the choice of schemes for investment, and the investment amount.