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COMMON TRANSACTION FORM F o r l l l l Additional Purchase Redemption Switch Change of Bank Account E i s t i n g l l l l I n v e s t o r s o n l y PAN Details KYC Letter Change of Address & Contact
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01
Gather all the necessary information and documents required to fill out the form, such as personal identification information, financial details, and investment preferences.
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Carefully read the instructions provided with the form to understand the specific requirements and guidelines for filling it out correctly.
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Start by entering your personal details, including your name, address, phone number, and social security number, in the designated fields on the form.
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Provide information about your employment status, including your occupation and employer's details, if applicable.
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Indicate your investment objectives and risk tolerance by selecting the appropriate options on the form. This will help the investment advisor understand your goals and tailor their recommendations accordingly.
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Specify the type and amount of investment you would like to make with DSP Merrill Lynch. This may include purchasing shares of specific mutual funds or investing in other financial products offered by the company.
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Carefully review the entire form to ensure all information provided is accurate and complete. Make sure to sign and date the form where necessary.
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Once the form is filled out, submit it to DSP Merrill Lynch. You may need to send it via mail or submit it electronically through their online platform.

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Individuals who are looking to invest in mutual funds or other financial products offered by DSP Merrill Lynch.
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Note: It is important to consult with a financial advisor or professional before making any investment decisions, including investing with DSP Merrill Lynch. They can provide personalized advice based on your financial situation and investment goals.
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