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UTI Mutual Fund UTI Asset Management Company Limited UTI Trustee Company Private Limited UTI Tower, GN Block, Sandra Karla Complex, Sandra (East), Mumbai 400 051. Tel: (022) 6678 6666, Email: service
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How to fill out uti common kim form
01
The UTI Common KIM form is typically required for individuals or entities who are looking to invest in a mutual fund managed by UTI Asset Management Company (UTI AMC).
02
To fill out the UTI Common KIM form, start by carefully reading the instructions provided on the form itself.
03
Make sure to provide accurate personal information such as your full name, address, contact details, and PAN (Permanent Account Number) or Aadhaar number, depending on the requirements.
04
A key section of the form is where you need to specify the mutual fund scheme(s) you wish to invest in. Indicate the scheme name, plan (e.g., growth or dividend), and option (e.g., regular or direct).
05
Apart from that, you may need to mention the desired investment amount or the number of units you want to purchase, depending on the type of transaction.
06
If you are investing through a distributor, provide the distributor's name, code, and ARN (AMFI Registration Number), if applicable.
07
Pay close attention to the sections regarding bank details, especially if you are opting for a systematic investment plan (SIP) or wish to receive dividends directly in your bank account. Ensure that the bank account details provided are accurate.
08
Don't forget to sign and date the form at the designated place. Unsigned or improperly signed forms may not be processed.
09
Certain additional documents may be required along with the form, such as KYC (Know Your Customer) documents, whether through proof of identity, proof of address, or both. Check if you need to attach any supporting documents as per the instructions.
10
Finally, before submitting the form, make a copy for your records. It's always advisable to keep a record of the documents you submit for future reference.
Who needs the UTI Common KIM form?
The UTI Common KIM form is required by individuals or entities who wish to invest in mutual funds managed by UTI AMC. Whether you are a new investor or an existing UTI investor looking to make additional investments or switch between schemes, you would need to fill out this form. The form ensures that UTI AMC has all the necessary information to process your investment or transaction accurately.
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What is uti common kim form?
UTI Common KIM form is a Know Your Client (KIM) form used to gather information about clients for investment purposes.
Who is required to file uti common kim form?
Investors who are investing in UTI schemes are required to file UTI Common KIM form.
How to fill out uti common kim form?
UTI Common KIM form can be filled out by providing personal and financial information as requested on the form.
What is the purpose of uti common kim form?
The purpose of UTI Common KIM form is to help UTI Mutual Fund comply with regulations and ensure that investors' information is up to date.
What information must be reported on uti common kim form?
The UTI Common KIM form typically requires information such as name, address, contact details, occupation, income details, and investment preferences.
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