Know Your Customer - Mutual Fund Investments

-

Header Image
Dear Investor,

Greetings from Tata Asset Management Limited.

As you are aware, uniform Know Your Customer (KYC) is implemented across all intermediaries of SEBI effective 1st Jan 2012 in accordance with SEBI circulars dated 22nd Aug 2011, 5th Oct 2011, 2nd Dec 2011 and 23rd Dec 2011.

INDIVIDUAL INVESTORS WITH CVL KYC PRIOR TO 1st Jan 2012

We wish to inform that if you are an individual investor and have done KYC with CVL prior to 1st Jan 2012, then you are requested to fill up Section A and B in the enclosed KYC details Change form (CVL-KRA KYC Change Individual Form) and submit the same to the nearest Cams or Karvy offices.

Based on representation by AMFI, SEBI has permitted mutual funds time up to 30th Nov 2012 to obtain missing/not available KYC information and also complete In-Person Verification (IPV). Therefore, mutual fund investors will need to complete the above formalities in order to enable them to invest in a new mutual fund post 30th Nov 2012.

NON INDIVIDUAL INVESTORS WITH CVL KYC PRIOR TO 1st Jan 2012

If you are a Non individual investors and have done KYC with CVL prior to 1st Jan 2012, then you are required to do fresh KYC by 30th Nov 2012. Please fill the enclosed KYC form and annexure (KYC Application Form- Non-Individual), super scribe it with “Tata Mutual Fund”, your foilo no. and submit it to the respective Cams or Karvy office, along with the documents mentioned on the reverse of the KYC form.

NON KYC COMPLIANT INVESTORS

If you have not done KYC in past, kindly fill up the enclosed KYC form (KYC Application Form –Individual, KYC Application Form- Non-Individual), super scribe it with “Tata Mutual Fund”, your foilo no and submit it to the respective Cams or Karvy office along with the documents mentioned on the reverse of the KYC form. KYC is a mandatory requirement to invest in Mutual Fund.

Please ignore this letter if you have done KYC post 1st Jan 2012.

Assuring you of our best services at all times.

Warm Regards,


Sd/-
Kashmira Kalwachwala
Head- Investor Services
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
follow us on facebook
Statutory Details: Investment Manager: Tata Asset Management Ltd. Trustee: Tata Trustee Company Ltd., 9th Floor, Mafatlal Centre, Nariman Point, Mumbai - 400 021. Constitution: Tata Mutual Fund (TMF) has been set up as a Trust under the Indian Trust Act, 1882. Sponsors & Settlors: Tata Sons Ltd., Tata Investment Corporation Ltd.

Comments

Post a Comment

Please leave your comments with your email id

Popular posts from this blog

Fw: Religare Finvest NCD Issue Details

-
Image
Sent from BlackBerry® on Airtel From: OneMint <onemint@gmail.com> Sender: noreply+feedproxy@google.com Date: Wed, 12 Sep 2012 01:03:41 +0000 To: <kathpalia.rajesh@gmail.com> Subject: Religare Finvest NCD Issue Details Religare Finvest NCD Issue Details Religare Finvest NCD Issue Details Posted: 11 Sep 2012 03:46 PM PDT Religare Finvest which is a fully owned subsidiary of Religare is also coming out with a NCD issue shortly, and this is about the same time when they issued NCDs last year . I’m going to talk about some key points that people looking to invest in NCDs are looking for and then move on to some general aspects. Issue Open and Close Date : The NCD open date is on September 14 2012 and the close date is on September 27 2012. Issue Available to NRIs: NRIs can invest in these NCDs on a non – repatriable basis. Minimum Investment Amount and Listing: There will be 5 series and the minimum f...
Read more

Infosys- Record Date for Bonus Shares

-
Sub: Notice of Record Date for issue of Bonus Shares / Stock Dividend This is to inform you that the Members of the Company through the postal ballot (physical  / electronic voting) have approved issue of bonus shares / stock dividend. All resolutions  set forth in the postal ballot notice dated July 13, 2018 have been passed with requisite  majority on, August 22, 2018. The Board of Directors have fixed Tuesday, September 4, 2018 as record date for the  purpose of allotment of bonus shares / stock dividend. The said intimation is also available on the website of the Company www.infosys.com
Read more

Fund managers are betting big on the IT sector

-
Image
Fund managers are betting big on the IT sector, on the back of an improving global macro environment, depreciating rupee and rise in IT spends.   As per data from SEBI, equity exposure of domestic  mutual funds  to the IT sector reached an all-time high of Rs 72,891 crore in May 2018 — a year-on-year rise of 63 per cent from Rs 44,633 crore.   Equity fund managers' deployment in Banking stocks stood at (Rs 1,89,559 crore) followed by Finance Stocks (Rs 97,789 crore), Software (Rs 72,891 crore),Consumer non Durables (Rs 65,545 crore),  and Auto (Rs 53,761 crore) in May 2018.                   Thanks & Regards Rajesh Kathpalia Area Sales Manager - Distribution   SMC Global Securities Ltd. 17, Netaji Subhash Marg, Daryaganj, New Delhi -110 002  Mobile  ...
Read more