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Basic Information for filing NSE NMF
Thank you for considering us as your mutual fund distributor. This form will provide us with the basic data which will help us in opening your account on National Stock Exchange platform. Also, Share a soft copy of PAN Card, Aadhaar Card and Cancelled Cheque on invest.more2life@gmail.com
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Name (As on the PAN card and on Cheque Book and on Income Tax Portal) *
Father's Name as on PAN Card *
Mother's Name *
Email (will be used in future for confirming purchase and sale of Mutual Funds) *
Mobile (will be used in future for confirming purchase and sale of Mutual Funds) *
Complete Address ( As per address Proof) *
Pan Card Details *
Resident OR NRI *
Date Of Birth (Month, Day, Year - Google Format) *
MM
/
DD
/
YYYY
City & State of Of Birth (for FATCA) *
Politically Exposed Person (PEP) *
Bank Account Number (Mapping for payment & receipt) *
Bank Name & Address *
IFSC Code *
MICR Code *
Source of Income *
Occupation *
Net-worth as on date (Approximately) *
Income Range *
Joint Holder Details ....If Any : Name And Address Of Joint Holder ( As on the PAN card and on Cheque Book)
Joint Holder Details ....If Any : Pan Card Details
Pan Card No And Date of Birth
Joint Holder Details ....If Any.... Relation ;with Main Holder
Nominee Details *
Nominee Date of Birth *
MM
/
DD
/
YYYY
Nominee: Relation with You *
Nominee's Mobile Number *
Nominee's Email *
Nominee's Complete Address *
Nominee 1 Guardian Name (If Nominee is Minor) as per Pan Card and Bank Records *
Nominee1 OR Guardian PAN NO *
Sending the copy of PAN, Aadhaar & Cancelled Cheque *
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