Download Forms | Samco Mutual Fund

Investor Charter

Document Title	Action
Investor Charter

KYC forms

Document Title	Action
Supplementary KYC, FATCA, CRS, UBO and Self Certification Form For Non-Individuals
KYC form - Non individual
KYC form individual

Transaction forms

Document Title	Action
Declaration of Female Karta in HUF
Letter requesting invocation of Lien
Request letter for Lien removal
Lien Request Covering Letter from Financial Institution
Lien Request Letter from Unit holder
SIP Mandate Registration Form
Registration and cancellation of Nominee form
Bank Account Registration Form (Multiple Bank account registration, Change in bank mandate)
Transaction Slip

MF Utility forms

Document Title	Action
Common Account Number (CAN) Registration form - Non individual
Distributor sign-up form
Folio based transaction form - Switch
Folio based transaction form - Redemption
Folio based transaction form - Purchase
Mandate Registration form for NACH / ECS / SI
CAN Service Request form - Bank mandate addition, deletion, change in default
CAN Transaction Form - SWP Registration
CAN Transaction Form - STP Registration
CAN Transaction Form - SIP Registration
CAN Transaction Form - Switch
CAN Transaction Form - Redemption
CAN Transaction Form - Purchase
Editable Common Account Number Registration form - individual
CAN Registration form - Individual

Transmission forms

Document Title	Action
T5 Transmission Request Form where HUF is dissolved upon demise of Karta
T4 Transmission Request Form for change of Karta upon demise of the registered Karta
T3 Transmission Request Form for Nominee & Legal Heir
T2 Form for Transmission of Units - Where the 1st holder is Deceased
T1 Form for Deletion of Name of Deceased 2nd or 3rd Jt.Holder
MF-Nomination Form
Annexure-VI - Bond of Indemnity by surviving member of dissolved HUF
Annexure-V -Indemnity from coparceners for change of Karta
Annexure-IV_NOC from other legal heirs
Annexure-III_Individual Affidavits to be given by ALL the Legal Heirs
Annexure-II_Bond of Indemnity furnished jointly by all Legal Heirs for Transmission without Legal Re
Annexure-1B_Bank Attestation of Signature of the new Karta
Annexure-1A_Bank Attestation of Signature & bank account details

SEBI Circular - Scores Portal

Document Title	Action
March 26, 2018 - Investor Grievance Redress Mechanism - New Policy Measures
December 18, 2014 - Redressal of Investor Grievances through SEBI Compliants Redress System (SCORES)

TESTING

Document Title	Action
5000 A
TEST DOCUMENT

Document Title	Action
Test Upload

Test20072023

Document Title	Action
TestDOCupload

Code of Conduct

Document Title	Action
AMFI Guidelines - Code of Conduct For Intermediaries of Mutual Funds
SEBI circular - Code of Conduct for Intermediaries of Mutual Funds

Know Your Distributor (KYD) Application Form

Document Title	Action
Know Your Distributor (KYD) Application Form - Non-Individual
Know Your Distributor (KYD) Application Form - Individual

Distributor Empanelment Form

Document Title	Action
Distrtibutor Empanelment form Editable
Distributor empanelment form

Self Declaration Forms for Distributors

Document Title	Action
Declaration of Self Certification for Corporate ARN Holder who does not have sub-brokers
Declaration of Self Certification for Corporate ARN Holder has sub-brokers
Declaration of Self Certification for the ARN Holder who is an individual karta of HUF
AMFI circular - Self Declaration Forms for Distributors

Other Forms

Document Title	Action
Form for MF distributors for change of details
EUIN remediation form

Document Title	Action
Factsheet - June 2022
Factsheet - May 2022
Factsheet - April 2022
Factsheet - March 2022
Factsheet - February 2022

Document Title	Action
Scheme Information Document - Samco Flexi Cap Fund

Document Title	Action
Key Information Memorandum cum Application form_Samco Flexi Cap Fund

Document Title	Action
Statement of Additional Information_Samco Mutual Fund

2022

Document Title	Action
12. Notice for upload of Annual Report on Website
11. Change in minimum installment under SIP & change in the Address of Official Point of Acceptance
10. Notice for appointment of Key Personnel of the Company
09. Notice - Hosting of Half-yearly Unaudited financials of the scheme of Samco Mutual Fund
08. Notice for Appointment of Key personnel of the Company
07. Notice - Hosting of Half-yearly Portfolio Statement of the Scheme of Samco Mutual Fund
06. Notice cum addendum - Change in Risk-o-meter of Samco Flexi Cap Fund
05. Notice for Appointment of Key personnel and change in name of RTA
04. Notice - Change in the address and re-opening of Official Point of Acceptance
03. Notice cum addendum_Change in Risk-o-meter of Samco Flexi Cap Fund
02.Notice cum addendum-Incorporation of Hexashield framework, change in MF tagline & Website changes
01. Notice - Change in the Address of Official Point of Acceptance (OPA) & Temporary closure of OPA