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CHANGE OF SCHEME REQUEST IN EXISTING SIP / CHANGE OF BANK FOR EXISTING SIP(S) BROKER CODE (ARN CODE) / RIA CODE#Employee Unique Identification No. (RUIN)BROKER ARN CODESUBBROKER CODE (As allotted
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A folio based mandate cum is a financial document that allows investors to authorize automatic transactions for investments in mutual funds or similar financial instruments, all under a single folio.
Individuals or entities who wish to set up a systematic investment plan (SIP) or automate transactions in mutual funds under their existing folio are required to file a folio based mandate cum.
To fill out a folio based mandate cum, one must provide personal details such as name, contact information, the folio number, investment details, and the banking information needed for automatic debits.
The purpose of the folio based mandate cum is to simplify the investment process by allowing investors to automate their investment transactions without needing to repeat the authorization for each individual transaction.
Information that must be reported includes the investor's name, folio number, bank account details for transactions, the amount to be invested, frequency of transactions, and the terms and conditions for the mandate.
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