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This document provides key information regarding the Edelweiss ELSS Fund, an open-ended equity linked savings scheme along with an application form for investment.
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How to fill out Key Information Memorandum (KIM) Cum Application Form

01
Begin by gathering all necessary personal and financial information.
02
Fill out the applicant's details such as name, address, and contact information.
03
Provide information regarding the investment objectives and experience.
04
Disclose any financial dependents and details about the banking relationship.
05
Indicate the amount to be invested and the preferred investment period.
06
Attach any required identification documents as specified in the guidelines.
07
Review the completed form for accuracy and completeness.
08
Sign and date the application before submission.

Who needs Key Information Memorandum (KIM) Cum Application Form?

01
Investors looking to make investments in financial products.
02
Individuals or entities seeking to understand the risks and features of an investment.
03
Financial advisors assisting clients with investment applications.
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The Key Information Memorandum (KIM) Cum Application Form is a document that provides essential information about a mutual fund scheme and includes the application form for investors who wish to subscribe for units in the scheme.
Any investor wishing to invest in a mutual fund scheme is required to fill out and submit the Key Information Memorandum (KIM) Cum Application Form.
To fill out the KIM Cum Application Form, investors should carefully read the instructions provided in the document, accurately fill in personal and financial details, select the desired mutual fund scheme, and sign the declaration before submission.
The purpose of the KIM Cum Application Form is to provide potential investors with a summary of important information regarding the mutual fund scheme and to facilitate the investment process by combining both the information and application into a single document.
The KIM Cum Application Form must include information such as the investor's personal details, investment option, payment details, declaration of KYC compliance, and acknowledgment of the terms and conditions of the mutual fund scheme.
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