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APPLICATION FORM Offer of Units of 10/- per unit for cash during the New Fund Offer PLEASE FILL IN ALL COLUMNS IN CAPITAL LETTERS ONLY Sr. No. 2013/ Registrar Sr. No. (PLEASE READ INSTRUCTIONS CAREFULLY
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Start by entering the first and last name of the financial advisor in the designated fields. Make sure to include any middle initials or titles if applicable.
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If you are unsure about the correct spelling or formatting of the advisor's name, you can refer to their business card, website, or other official documents.
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Double-check the accuracy of the name before submitting any forms or documents. Errors in the advisor's name can lead to confusion and may cause delays in processing.

Who needs the name of a financial advisor:

01
Individuals seeking financial advice: If you are planning to consult a financial advisor for assistance in managing your finances, you will need to provide their name. This helps establish a professional relationship and ensures that the necessary paperwork is accurately filled out.
02
Financial institutions: Banks, investment firms, and other financial institutions often require the name of the advisor when opening accounts or conducting transactions. This enables them to maintain detailed records and ensure that the advisor is authorized to provide services on your behalf.
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Regulators and authorities: In cases where financial advisors are subject to regulatory oversight, such as registered investment advisors, government agencies may request the advisor's name for compliance and monitoring purposes. This helps ensure that the advisor is operating within the legal framework and adhering to industry standards.
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The name of the financial advisor refers to the individual or company providing financial guidance and investment advice.
Financial institutions and individuals who serve as financial advisors are required to disclose their name to relevant regulatory bodies.
To fill out the name of a financial advisor, you typically need to provide the full legal name of the advisor or the name of the advisory firm.
The purpose of disclosing the name of a financial advisor is to provide transparency and accountability to clients and regulatory authorities.
The information reported on the name of a financial advisor typically includes the full legal name, business name (if applicable), and any relevant registration or license numbers.
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