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Common application form Please read instructions before filling the Form For lump sum and sip investments Application No : Key Partner / Agent Information Distributor / Broker ARN For Office Use Only
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Existing unitholder details refer to the information of individuals or entities who currently hold units in a particular investment or fund.
The fund managers or administrators are typically responsible for filing existing unitholder details.
Existing unitholder details can be filled out by providing the required information such as name, address, number of units held, and any other relevant details.
The purpose of existing unitholder details is to maintain accurate records of who holds units in the fund, and to ensure compliance with regulatory requirements.
Information such as the unitholder's name, address, contact details, number of units held, date of acquisition, and any relevant identification numbers may need to be reported.
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