Appl.CA
Appl.CA
Name of Sole / First Holder :
Account No.:
EXISTING UNITHOLDER INFORMATION
NEW APPLICANTS' PERSONAL INFORMATION
1.
2.
If you have, at any time, invested in any Scheme of Kotak Mahindra Mutual Fund and wish to hold your present investment in the same Account,
please furnish your Name, Account Number, PAN and UIN details below and proceed to Section 4.
OVERSEAS ADDRESS (Mandatory for Non-Resident applicants)
Annual Household Income
Educational Qualification
City
State
State
Pin Code
Zip Code
(Off.)
(Cell)
(Res.)
(Fax)
Non-Graduate
Others (Pl. specify)
Post Graduate
Professional
Graduate
< 5 Lacs
10 to 25 Lacs
5 to 10 Lacs
> 25 Lacs
ACKNOWLEDGEMENT SLIP
Received from Mr./Ms.
an application for allotment of Units in the following Scheme(s):
Instrument Details
Amount
Investment Details
Official Acceptance Point Stamp & Sign
Date :
/
/
DD MM YYYY
Nationality
Country
Please retain this slip duly acknowledged by the Official Acceptance Point till you receive your Account Statement.
To be filled by Applicant
5A, 5th Floor, Bakhtawar
229, Nariman Point, Mumbai 400 021
91-22-5638 4444
mutual@kotak.com
COMMON APPLICATION FORM
Sub-Broker's Name & ARN
i]
E-mail
City
SP. Blue, SP. Red, Black
Rs.
Rs.
No.
Dated
/
/
DD MM YYYY
No.
Dated
/
/
DD MM YYYY
Bank & B ranch
Bank & B ranch
Scheme
Plan
Option
ii]
ADDRESS
CONTACT PERSON (in case of Non-individual applicants)
GUARDIAN (in case Sole / First Applicant is a minor)
SOLE/FIRST APPLICANT
First Name Middle Name Last Name
First Name Middle Name Last Name
Name
Designation
Mr Ms Mrs Dr
SECOND APPLICANT (Joint Holder 1)
THIRD APPLICANT (Joint Holder 2)
MODE OF OPERATION (where there are more than one applicants)
First Holder onl