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Broker Code Change - New

This document is a request form for changing the Mutual Fund Distributor (MFD) for an investor's folio with HDFC Mutual Fund. It requires the investor's details, old and new ARN codes, and declarations from both the investor and the new MFD holder. The change will be effective on a prospective basis and is not applicable to direct options of any schemes.

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0% found this document useful (0 votes)
51 views1 page

Broker Code Change - New

This document is a request form for changing the Mutual Fund Distributor (MFD) for an investor's folio with HDFC Mutual Fund. It requires the investor's details, old and new ARN codes, and declarations from both the investor and the new MFD holder. The change will be effective on a prospective basis and is not applicable to direct options of any schemes.

Uploaded by

comradejj2008
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Request for Change in Mutual Fund Distributor (MFD)

Date D D M M Y Y Y Y

Investor Name : ___________________________________________________________________________________________________________


Folio No (Mandatory) Scheme Name (Required if change request is for specific schemes)

Old ARN Code Old ARN Name New ARN Cde New ARN Name New Sub-ARN code New EUIN Code

All fields are mandatory, except New Sub-ARN Code, which may be filled in, only if applicable
Declaration by Investor
I/We are having investments with HDFC Mutual Fund vide folio/s mentioned above, want to change the MFD ARN code in my folio/s as per details provided. I confirm
that I am not misguided or lured to change the ARN code and submitting this request with full knowledge and understanding of the changes, voluntarily. I also
understand and agree that the change request once processed, can’t be revoked and a fresh request needs to be raised for reversal of such changes.

Investor Details 1st holder 2nd holder 3rd holder

Name

Signature (To be
signed as per
Mode of Holding)

Declaration by MFD (new ARN/EUIN holder)


I hereby affirm that the aforementioned request for the change of ARN in the specified folio’s/scheme’s has been initiated with the explicit and informed consent of
the investor. The investor has been fully apprised of the nature and implications of this change request. Furthermore, no force, coercion, or inducement of any kind
was employed to influence the investor’s decision.

New ARN - _________________________________________________ ARN Name : ________________________________________________


(Mandatory) (Mandatory)

Sub-Distributor’s ARN _______________________________________ Sub-Distributor’s Name : ______________________________________


(If applicable)
__________________________________________________________
EUIN NO.: E_________________________________________________
(Mandatory) EUIN Name :________________________________________________
(Mandatory)
Date : ___________________________________
Signature of ARN/EUIN holder : __________________________________
Place : ____________________________________ (Mandatory)
(Name, Designation, Employee Code of new distributor (if non individual)
Note :
i. The change of broker code will be applicable on prospective basis.
ii. Change of broker code is not applicable in Direct option of any schemes
iii. In case of corrections / overwriting on key fields (as may be determined at the sole discretion of the AMC), the AMC reserves the right to reject the request, in
case the investor(s) has/have not countersigned in every place where such corrections/overwriting has/have been made.
iv. Where no scheme is specified the broker code change will be processed for all schemes in the given folio/s.
v. If mandatory information is left blank, the application is liable to be rejected

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