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ICR/OCR FORMCOMMON APPLICATION FORM FOR LUMP SUM/SYSTEMATIC INVESTMENTSApplication No.Investor must read key Scheme Features and Instructions before completing this form. All sections to be completed in ENGLISH in BLACK / BLUE COLOURED INK and in BLOCK LETTERS.BROKER CODE (ARN CODE)ARNEmployee Unique Identification No. (EUIN)SUBBROKER CODE (As allotted by ARN holder)SUBBROKER ARN CODEARNEEDeclaration for executiononly transaction (only where EUIN box is left blank)

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How to fill out declaration for execution-only transaction

01

Start with your personal information at the top of the form, including your name, address, and contact details.

02

Provide the date of the transaction and any relevant reference numbers.

03

Specify the type of transaction you are executing, such as a stock purchase or sale.

04

Clearly indicate the amounts involved in the transaction.

05

Confirm that you understand the risks associated with the transaction and that you are executing it on an execution-only basis.

06

Sign and date the declaration to affirm your understanding and acceptance.

Who needs declaration for execution-only transaction?

01

Clients who wish to execute transactions without receiving advice or recommendations from a financial advisor.

02

Investors looking to take full responsibility for their investment decisions.

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What is declaration for execution-only transaction?

A declaration for execution-only transaction is a formal statement made by an investor confirming that they are executing a transaction without receiving any personalized advice or recommendation from the financial institution.

Who is required to file declaration for execution-only transaction?

Investors who wish to execute a transaction without financial advice or guidance are required to file a declaration for execution-only transaction.

How to fill out declaration for execution-only transaction?

To fill out the declaration, investors typically need to provide their personal information, details of the transaction, and confirm that they are acting on an execution-only basis.

What is the purpose of declaration for execution-only transaction?

The purpose of the declaration is to protect both the investor and the financial institution by ensuring that the investor acknowledges they are not receiving personalized investment advice.

What information must be reported on declaration for execution-only transaction?

The information that must be reported includes the investor's name, account details, transaction specifics (such as security type and amount), and a confirmation that the transaction is execution-only.

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