Serial No: TG -
KEY INFORMATION MEMORANDUM & APPLICATION FORM
JM Financial Asset Management Private Limited
Corporate Office : 5th Floor, A-Wing, Laxmi Towers, Bandra-Kurla Complex,
Mumbai - 400 051. Tel. No.: (022) 39877777 •Fax Nos.: (022) 26528377-78
Email: mktg@jmfinancial.in •Website: www.JMFinancialmf.com
DISTRIBUTOR INFORMATION
✄
✄
An offer for units @ Rs. 10/- each during the New Fund Offer period
and at NAV based prices thereafter.
1. EXISTING UNIT HOLDER/S (Please fill in your details mentioned below and proceed to section 5)
Folio No.
2. NEW APPLICANT INFORMATION (It is mandatory to submit PAN proof for all investments failing which application is liable to be rejected. In case, an investor does not have PAN, evidence
of having applied for PAN should be submitted. ) (Refer instruction no. 8)
(To be filled in block letters. Use one box for one alphabet, leaving one box blank between name and surname)
Mode of Holding [Pl. ✔]
1.
Single
2.
Joint*
3.
Either or Survivor/s
(* Default, in case of ambiguity
when applicants are more than one )
Occupation of the 1st Applicant [Pl. ✔]
1.
Business
5.
Retired
10.
Others
2.
Professional 6.
Student
(pl. specify)
3.
Agriculturist 7.
Housewife
4.
Private sector 8.
Public Sector/Govt. service
service
9.
Forex Dealer
Status/Category of the 1st Applicant [Pl. ✔]
1.
Resident Individual 5.
AOP/BOI
9.
Trust
13.
Government Body
2.
On behalf of minor 6.
Partnership Firm
10.
Society 14.
Financial Institution
3.
HUF
7.
Proprietorship Firm 11.
NRI
15.
Banks
4.
Company
8.
Body Corporate
12.
FIIs
16.
Others (pl.specify)
Listed
Unlisted
_______________
Full Name of Sole/1st Applicant/Minor/Karta of HUF/Non-individual/Partner in case of Partnership Firm/
Proprietor in case of Proprietorship Firm:
Date of Birth
Full Name of Guardian (in case of Minor)
Relationship with Minor [Pl. ✔]
PAN
Enclosed:
PAN Card copy, duly verified
Acknowledgement for having applied for PAN
Form 60/61
Mother
Father
Legal Guardian
D D M M Y Y Y Y
PAN
Enclosed:
PAN