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Common Application Form Lump sum Come SIP Application Form (Form 1) Application No. Distributor CodeSubDistributor Code ARN 66309EUIN No. Internal Code for Subbroker/ EmployeeARNI/We hereby confirm

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How to fill out lumpsum cum sip application

01

To fill out a lumpsum cum sip application, follow these steps:

02

Start by entering your personal details like name, address, and contact information in the designated fields.

03

Specify the investment amount you wish to make in the 'lumpsum' section of the application.

04

If you also want to invest through SIP (Systematic Investment Plan), mention the desired SIP amount and frequency.

05

Provide the details of your bank account from which the investment amount will be debited.

06

If you are investing in a specific fund or company, mention its name in the application.

07

Read and understand the terms and conditions of the investment, and if you agree, sign the application.

08

Submit the completed application along with any required documents to the designated authority or office.

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Once the application is processed and approved, your lumpsum cum sip investment will be initiated.

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Make sure to double-check all the details before submitting the application to avoid any errors or delays.

Who needs lumpsum cum sip application?

01

Individuals who want to invest a lumpsum amount in mutual funds and also wish to periodically invest through SIP can use the lumpsum cum sip application.

02

This application is suitable for those who prefer a combination of one-time investment and regular investments to build a diversified portfolio.

03

Investors who want to take advantage of market opportunities by investing both a lumpsum amount and through SIP can benefit from this application.

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What is lumpsum cum sip application?

Lumpsum cum SIP application is a combined application form used for making a one-time lump sum investment as well as setting up a Systematic Investment Plan (SIP) in mutual funds.

Who is required to file lumpsum cum sip application?

Any individual or entity looking to invest a lump sum amount in mutual funds and also set up a SIP for regular investments can file a lumpsum cum SIP application.

How to fill out lumpsum cum sip application?

To fill out a lumpsum cum SIP application, one needs to provide personal details, investment amount, SIP details (if applicable), bank details, etc. The form can be obtained from the mutual fund company or completed online.

What is the purpose of lumpsum cum sip application?

The purpose of a lumpsum cum SIP application is to enable investors to make a one-time investment in mutual funds while also establishing a disciplined approach to investing through regular SIP installments.

What information must be reported on lumpsum cum sip application?

Information such as personal details, investment amount, SIP frequency and amount, bank details for transactions, and any other required information must be reported on a lumpsum cum SIP application.

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