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Mutual Fund Forms Online

Essential Forms and Steps for Securities Market Investment

  • KYC Form: Investors must complete the Know Your Customer process once to participate in the securities market.
  • FATCA Form: Investors must fill out the Foreign Account Tax Compliance Act declaration form separately.
  • Open Investment Account: This account enables investment in all mutual funds through a single platform.
  • ACH (One-time) Mandate: The Automated Clearing House mandate enables real-time transaction clearance.
  • KYC Form
  • FATCA Form
  • Open Investment Account
  • ACH (One-time) Mandate
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KYC Forms

Know your customer (KYC)

It is the process of a business verifying the identity of its clients. Know your customer processes are also employed by companies of all sizes for the purpose of ensuring their proposed agents, consultants, or distributors are antibribery compliant.

  • Central KYC
  • KYC Non-Individual Form
  • Annexure KYC Non-Individual Form
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Foreign Account Tax Compliance Act Forms

Foreign Account Tax Compliance Act, is a United States federal law designed to combat tax evasion by U.S. persons holding financial assets outside the United States. The FATCA Forms are documents that investors need to fill out to comply with this law.

  • FATCA Individual Forms
  • FATCA Corporate Forms
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