Untitled Document

LEGAL REQUIREMENTS FOR MUTUAL FUND INVESTMENTS

Change of Name

Procedure
If the change in name is requested by the unit holder the documents mentioned in the next column have to be furnished.
Documents Required
- Indemnity Bond from the Unit holder. On 200 Rupees Stamp Paper.
- A certified* copy of:
  - The gazetted notification regarding change of name (in case of individual),
  - A fresh certificate of incorporation (in case of company).
  - The entry in the Register of Firms relating to change of name (in case of a registered partnership firm),
  - Declaration signed by all the partners confirming and declaring the change of name (in case of an unregistered partnership firm).
  - Certified copy of passport/documentation under the relevant jurisdiction evidencing the change in name (in case of a NRI/OCB).
- In case of change of name of a Unit holder due to marriage, the Unit holder would have to furnish the marriage certificate.

NOTES:

All certified copies are to be
- Attested by a gazetted officer; or a practicing Chartered Accountant or Advocate (or)
- Attested by the manager of a bank where the Unit holder maintains an account, specifying the manager's bank identification number (or)
- Notarized by a Notary Public. (Note: A power of attorney is always to be notarized by a notary public.)
In case the Power of Attorney is supplied by the Unit holder, it may be accepted in case it is substantially in accordance with the format provided.
All documents are to be executed on plain paper. Wherever stated so specifically, documents are to be executed on non-judicial stamp paper of the stated denomination. After completion, the required document should be submitted to any of our Investor Service Centers for resolution.