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Get the free CKYC-Application Form for Individual 11-01-18.cdr

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Quaint Mutual Fund (Formerly known as Escorts Mutual Fund)Corporate Office: 6th Floor, Sea Breeze Building, Appasaheb Marathi Mary, Prabhavati, Mumbai 400 025. Tel: +91 9920 21 22 23 Email: help quaint.in
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How to fill out ckyc-application form for individual

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How to fill out ckyc-application form for individual

01
Step 1: Obtain a CKYC application form for individuals from a designated financial institution or online.
02
Step 2: Fill in the personal details section of the form, including your full name, date of birth, gender, and contact information.
03
Step 3: Provide your identification details, such as Aadhaar number, PAN number, passport number, or any other acceptable identification documents.
04
Step 4: Provide your tax residency details, including your tax identification number if applicable.
05
Step 5: Declare your politically exposed person (PEP) status, if applicable.
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Step 6: Sign and date the application form.
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Step 7: Attach supporting documents as required, such as proof of address, identity proof, and photograph.
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Step 8: Submit the filled CKYC application form along with the required documents to the designated financial institution or online portal.
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Step 9: Follow up with the institution to ensure the processing of your CKYC application.

Who needs ckyc-application form for individual?

01
Any individual who wishes to undertake financial transactions in India, particularly those involving transactions of higher value, may need a CKYC application form.
02
Individuals opening a bank account, investing in mutual funds, purchasing insurance policies, or participating in any financial activity that requires KYC compliance are likely to need a CKYC application form.
03
In addition, individuals seeking to invest in the stock market, open a demat account, or engage in any other form of financial trading may also need to fill out a CKYC application form.
04
It is advisable to consult the specific financial institution or service provider to determine if a CKYC application form is required for a particular transaction or service.
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