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FOLIO CONSOLIDATION REQUISITIONestorInv st Direct to India's 1 d n u F Mutual(For existing Unit holders only) th7 Floor, Host House, Norman Point, Mumbai 400 021.www.QuantumMF.comDate: I/We wish to

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How to fill out folio consolidation form

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To fill out the folio consolidation form, follow these steps:

02

Step 1: Start by providing your personal details such as your name, address, and contact information in the designated fields.

03

Step 2: Next, input the folio numbers that you wish to consolidate. These are usually provided in the account statements or documents related to the specific investment.

04

Step 3: Specify any additional information required, such as the reason for consolidation or any special instructions.

05

Step 4: Review the form to ensure all the provided information is correct and complete.

06

Step 5: Sign and date the form to acknowledge the accuracy of the information provided.

07

Step 6: Submit the completed form to the relevant authority or financial institution for processing.

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Note: It's advisable to keep a copy of the filled-out form for your records.

Who needs folio consolidation form?

01

Folio consolidation form is required by individuals or entities who have multiple investment or financial accounts with the same institution that they wish to merge into a single consolidated account. This can be useful in simplifying account management, reducing paperwork, and streamlining financial transactions.

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What is folio consolidation form?

Folio consolidation form is a document used to combine multiple folios/accounts into a single consolidated account.

Who is required to file folio consolidation form?

Individuals or entities with multiple folios/accounts that they wish to consolidate are required to file folio consolidation form.

How to fill out folio consolidation form?

To fill out folio consolidation form, individuals or entities must provide information about the folios/accounts to be consolidated and submit the form to the relevant authority.

What is the purpose of folio consolidation form?

The purpose of folio consolidation form is to simplify management and reporting of multiple folios/accounts by combining them into a single account.

What information must be reported on folio consolidation form?

On folio consolidation form, individuals or entities must report details of the folios/accounts to be consolidated, including account numbers, names, and balances.

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