I have 400 units of Morgan Stanley Growth Fund. I don't have any unit allotment letter from HDFC Mutual Fund because I haven't updated my email, PAN and KYC Status. Please tell me what type of documents I have to submit and where I can do the KYC?
- Sourav Sarma Chowdhury
KYC norms are mandatory for all investors (including existing investors and joint holders) while investing with any SEBI-registered mutual fund. It is an one-time activity and you can invest and transact in any AMC once you are KYC complied.
KYC Registration Process
Download KYC form from any of the AMC's website or from transfer agent's website or, visit 'Downloads' section of http://www.cvlindia.com/. Take a print out of the KYC application form for individual (for fresh KYC).
Fill the form as instructed. You need to provide self-attested copies of the following documents and carry originals for in-person verification.
- Proof of identity
- Proof of Address
- PAN Card
- Photograph
- Submit the duly filled and attested form to either
- AMC with which you wish to invest
- Registered Transfer Agent such as CAMS, Karvy, Franklin Templeton or Sundaram BNP Paribas Fund Services. Check websites of respective company for the address.
There are no fees for KYC registration.
This article was originally published on January 27, 2016.
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