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SIP REGISTRATION Come MANDATE Formalization No.×For investment through EACH/ECS/SI/Auto Debit×Investor must read Key Scheme Features and Instructions before completing this form. All sections to
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How to fill out sip registration cum mandate

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How to fill out sip registration cum mandate

01
Obtain a SIP registration cum mandate form from the mutual fund company or download it from their official website.
02
Fill in the personal details such as name, address, contact information, PAN card number, etc.
03
Provide the bank account details including the account number, IFSC code, and MICR code.
04
Indicate the investment amount and the frequency of investment (i.e., monthly, quarterly, etc.).
05
Sign the form and affix a recent passport-sized photograph.
06
Attach a self-attested copy of the PAN card and any other required documents.
07
Submit the completed form along with the necessary documents to the mutual fund company or their authorized distributor.

Who needs sip registration cum mandate?

01
Any individual who wishes to invest in mutual funds through a systematic investment plan (SIP) needs to fill out a SIP registration cum mandate. It is a mandatory form required by the mutual fund companies to process the SIP investment. Both new and existing mutual fund investors who want to invest in SIPs must fill out this form.
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SIP registration cum mandate is a form that investors need to fill out in order to authorize the automatic deduction of SIP (Systematic Investment Plan) amount from their bank account at regular intervals for their mutual fund investments.
Individuals who wish to invest in mutual funds through SIP mode are required to file sip registration cum mandate.
Investors can fill out the sip registration cum mandate form provided by the mutual fund company with their personal details, bank account information, SIP amount, frequency of deduction, etc.
The purpose of sip registration cum mandate is to simplify the investment process for investors by enabling automatic deductions for SIP investments without the need for manual payments each time.
The sip registration cum mandate form will typically require information such as investor's name, address, bank account details, SIP amount, frequency of deduction, SIP start date, etc.
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