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MUTUAL FUNDS Aditya Barley Sun Life Mutual Fund(PLEASE READ THE INSTRUCTIONS BEFORE FILLING UP THE FORM.) Distributor Name & ARN/ RIA No. Sub Broker Name & ARN/ RIA No. SIP 03/18 V1SIP Facility Application

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How to fill out mutual funds sip facility

01

Contact the mutual fund house in which you wish to start a SIP.

02

Choose the mutual fund scheme in which you want to invest through SIP.

03

Fill out the SIP application form with all necessary details such as personal information, bank details, SIP amount, frequency, etc.

04

Attach the required documents like KYC documents, bank proof, and identity proof.

05

Submit the filled form and documents to the mutual fund house or their authorized distributor.

Who needs mutual funds sip facility?

01

Individuals who want to invest in mutual funds but prefer a disciplined approach towards investing.

02

Investors who want to benefit from rupee-cost averaging by investing fixed amounts regularly.

03

People who want to take advantage of the power of compounding and long-term wealth creation.

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What is mutual funds sip facility?

Mutual funds SIP (Systematic Investment Plan) facility allows investors to invest a fixed amount regularly in mutual funds.

Who is required to file mutual funds sip facility?

Individual investors who want to invest regularly in mutual funds can opt for SIP facility.

How to fill out mutual funds sip facility?

To fill out mutual funds SIP facility, investors need to select the mutual fund scheme, provide their bank details for automatic deductions, and choose the amount and frequency of investment.

What is the purpose of mutual funds sip facility?

The purpose of mutual funds SIP facility is to enable investors to invest regularly and systematically in mutual funds to achieve their financial goals.

What information must be reported on mutual funds sip facility?

Investors must report their personal details, bank details for automatic deductions, selected mutual fund scheme, amount and frequency of investment.

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