UTI - Systematic Transfer Investment Plan UTI-STP New Editable Application Form

Systematic
Transfer STRIP Enrolment Form

(Please read terms and conditions/instructions overleaf)
Investment
Plan For office use only
Name of Financial Advisor and ARN Sub ARN Code Sub Code EUI No. MO Code UTI RM No. IH No. Reporting Branch Name
Anilmohan.S
E 189089
ARN-121213
Upfront Commission shall be paid directly by the investor to the AMFI/NISM registered Distributor based on the investors’ assessment of various factors including the service rendered by the distributor.
I/We confirm that the EUIN box is intentionally left blank by me/us as this is an “execution-only” transaction without any interaction or advice by the distributor personnel concerned or notwithstanding
the advice of in-appropriateness, if any, provided by such distributor personnel and the distributor has not charged any advisory fees for this transaction. ( Please tick only when EUIN box is left blank)
Signature of 1st Applicant / Guardian Signature of 2nd Applicant Signature of 3rd Applicant
Application / Folio No. of Source Scheme Date: d d m m y y y y
1. FIRST / SOLE APPLICANT INFORMATION (MANDATORY)

Name of First / Sole Applicant
Name of the Second Applicant
Name of the Third Applicant
Name of the Guardian (in case First / Sole Applicant is a minor)
APPLICANT PAN (Mandatory) KYC Complied Mobile No. E-mail ID

First/Sole Applicant
Second Applicant
Third Applicant
Guardian
2. SYSTEMATIC TRANSFER INVESTMENT PLAN DETAILS (Please note that it will take 7 days to Register STRIP)
Frequency of STRIP Daily Weekly Monthly Quarterly
Minimum No. of STRIP 20 24 6 2
Minimum amount ` 100 ` 500 ` 1000 ` 3000
Dates of transfer All business days 1st, 7th, 15th and 25th 1st, 7th, 15th and 25th 1st, 7th, 15th and 25th
FROM - UTI sche m e n a m e Plan Option
TO - UTI sche m e n a m e Plan Option
Fixed Amount per transfer Frequency (Please  Tick) DAILY WEEKLY MONTHLY QUARTERLY
Dates (please  tick) 1st 7th 15th 25th Number of transfers
Transfer period from D D M M Y Y Y Y To D D M M Y Y Y Y
3. DECLARATION AND SIGNATURES

I/We have read and understood the contents of the Scheme Information Document (SID) and Key Information Memorandum (KIM), addenda issued till date of the source scheme as well as
destination scheme and the terms/conditions overleaf. I/We hereby apply for enrolment under STRIP and agree to abide by the terms and conditions of STRIP. I / We undertake to confirm that this
investment has been duly authorised by appropriate authorities in terms of all relevant documents and procedural requirements.
I / We have not received nor been induced by any rebate or gifts, directly or indirectly in making investments.
The ARN holder has disclosed to me/us all the commissions (in the form of trail commission or any other mode), payable to him for the different competing Schemes of various
Mutual Funds from amongst which the Scheme is being recommended to me/us.
* I / We confirm that we are Non-Residents of Indian Nationality / Origin and that the funds are remitted from abroad through approved banking channels or from my / our NRE / NRO Account.
I / We undertake to provide further details of source of funds and any such other relevant documents, if called for by UTI Mutual Fund. * Applicable to NRIs
____________________________ ____________________________ ____________________________

(Signature) (Signature) (Signature)
First /Sole Unitholder /Guardian Second Unitholder Third Unitholder
Acknowledgement of STRIP Enrolment Form (To be filled in by the Unit holder)
(for existing unitholder) Folio No. ____________________________________

Received from Mr./Miss/Mrs : ___________________________________________________________________________________________ STRIP application.
Amount of transfer per installment ` __________________________ From Scheme / Plan ____________________________________________________
to Scheme/Plan _________________________________________________
Transfer Frequency STRIP Date Transfer Period From

Daily DD / MM / YYYY to DD / MM / YYYY
Weekly 1st 7th Date & Stamp of Receiving UFC
Fixed Amount per Transfer
Monthly 15th 25th
Quarterly in figures
Dt. 01-06-2013

UTI - Systematic Transfer Investment Plan UTI-STP New Editable Application Form

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UTI - Systematic Transfer Investment Plan UTI-STP New Editable Application Form

Uploaded by

Copyright:

Available Formats

Systematic

Transfer STRIP Enrolment Form

Application / Folio No. of Source Scheme Date: d d m m y y y y

1. FIRST / SOLE APPLICANT INFORMATION (MANDATORY)

Name of the Second Applicant

Name of the Third Applicant

Name of the Guardian (in case First / Sole Applicant is a minor)

APPLICANT PAN (Mandatory) KYC Complied Mobile No. E-mail ID

FROM - UTI sche m e n a m e Plan Option

TO - UTI sche m e n a m e Plan Option

Transfer period from D D M M Y Y Y Y To D D M M Y Y Y Y

3. DECLARATION AND SIGNATURES

Acknowledgement of STRIP Enrolment Form (To be filled in by the Unit holder)

(for existing unitholder) Folio No. ____________________________________

Transfer Frequency STRIP Date Transfer Period From

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