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ICICI Bank Application for Designating Bank Account free printable template

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APPLICATION FOR DESIGNATING BANK ACCOUNT FOR PORTFOLIO INVESTMENT SCHEME (PIS) Application for designating an exclusive account for routing all his/her transactions made under Portfolio Investment
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How to fill out ICICI Bank Application for Designating Bank Account

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How to fill out ICICI Bank Application for Designating Bank Account for Portfolio

01
Obtain the ICICI Bank Application for Designating Bank Account for Portfolio form from the ICICI Bank website or a local branch.
02
Carefully read the instructions mentioned on the form.
03
Fill in your personal details including your name, address, and contact information.
04
Provide your account details from which the funds will be deducted.
05
Specify the portfolio details associated with the bank account.
06
Sign the application form where indicated.
07
Submit the completed form to your nearest ICICI Bank branch or through the online portal if applicable.

Who needs ICICI Bank Application for Designating Bank Account for Portfolio?

01
Individuals or entities looking to designate a specific bank account for managing their portfolio transactions with ICICI Bank.
02
Customers wanting to streamline their investment processes and ensure proper fund allocation for their portfolios.
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The ICICI Bank Application for Designating Bank Account for Portfolio is a formal request document that enables individuals or businesses to designate a specific bank account for managing their investment portfolio.
Individuals or entities looking to manage an investment portfolio through ICICI Bank must file this application to ensure their designated bank account is properly linked to their portfolio activities.
To fill out the application, one must provide personal details, account information, and any necessary identification documents. The form should be accurately completed and submitted to the bank.
The purpose of the application is to identify and secure a bank account that will be utilized for all financial transactions related to an investment portfolio, enhancing the management and tracking of investments.
The application must report details such as the applicant's name, contact information, account number of the designated bank account, type of portfolio, and any required identification or verification documents.
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