Nomination for Mutual Fund Unit Holders

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..... s in India (AMFI) Sir / Madam, Subject: Nomination for Mutual Fund Unit Holders In order to bring uniformity in practices across all constituents in securities market, the following is decided in case of nomination for eligible Mutual Fund Unit Holders: 1. Investors subscribing to mutual fund units on or after August 1, 2022, shall have the choice of: a. Providing nomination in th .....

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..... ps to maintain confidentiality and safety of client records. 4. All the AMCs are advised to set deadline as March 31, 2023 for nomination / opting out of nomination for all the existing individual unit holder(s) holding mutual fund units either solely or jointly as mentioned at para 1 above, failing which the folios shall be frozen for debits. 5. This circular is issued in exercise of the po .....

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..... s Date D D M M Y Y Y Y Mutual Fund Folio Number .....

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