Professional Documents
Culture Documents
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ECS REGISTRATION CUM
MANDATE APPLICATION FORM
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APPLICATION FORM (ECS MANDATE FACILITY)
Foroffice
The Trustee
NJ India Invest / ARN-0155 54934
use
JPMorgan Asset Management India Private Limited
I / We have read and understood the contents of the Offer Document of the following scheme(s) and the terms & conditions of SIP ECS (debit clearing).
2. INFORMATION OF EXISTING UNIT HOLDER (For existing investor. Unless details in sections 3 - 5 have changed, please go directly to section 6.
Note that applicant details and mode of holding will be as per existing folio number) Please () any one.
I / We hereby apply for ECS under the SIP (debit clearing) of the following scheme(s) / option and agree to abide by the terms and conditions of the following scheme(s)
Folio no. / plan / option (new registration).
3. APPLICANT INFORMATION Please change my / our bank account for ECS (debit clearing) (change in bank account).
Occupation [Please tick (3)] Status [Please tick (3)] I / We hereby apply for cancellation of ECS (debit clearing ) facility for SIP of the following scheme / option (cancellation).
Agriculture Professional Student Minor NRI Residend Individual HUF Company/BC
Business Retired Service Trust Partnership FIIs Bank / FI AOP / BoI
INVESTOR AND SIP DETAILS
Housewife Others _______________ Club/Society PIO Sole proprietor Others (pl. specify) ____________ Folio no. (for existing unit holder) / Application no. (for new investor)
Address of sole / first applicant (Please provide full address) (In case of NRIs/FIIs please provide overseas address - Mandatory P.O. box no. may not be sufficient) I/We hereby, authorise JPMorgan Mutual Fund and its authorised service providers, to debit my/our following bank account by ECS (debit clearing) for collection of SIP
payments.
4. BANK ACCOUNT DETAILS (Mandatory. The application will be rejected if this section is left blank. Please provide the details of the sole / first applicant). (Refer instruction no. 3)
Bank particulars (Name of the bank) Branch
First account holder’s signature (As in bank records) Second account holder’s signature (As in bank records) Third account holder’s signature (As in bank records)
Branch address
City
For office use only (not to be filled in by the investor)
Account number Account type Current Savings NRO NRE FCNR
Recorded on Scheme code
RTGS or NEFT - IFSC code R E Q U I R E D 9 digit MICR code
Recorded by Credit account number
Direct credit facility (please refer to the list of banks that offer direct credit facility). However, if you wish to receive a cheque payout, please tick here (3)
Electronic Clearing Services (ECS) facility is available for receiving dividends. If you wish to avail of this facility, please tick here (3) ✄
✓)]
5. ANNUAL INCOME [Please tick (✓
✄
Authorisation of the bank account holder (to be signed by the Investor)
Upto Rs. 5,00,000 Rs. 5,00,001 to Rs. 25,00,000 Rs. 25,00,001 to Rs. 1,00,00,000 Rs. 1,00,00,001 to Rs. 5,00,00,000 Rs. 5,00,00,001 and above
✄
✄ This is to inform that I/we have registered for the RBI’s Electronic Clearing Service (debit clearing) and that my
payment towards my investment in JPMorgan Mutual Fund shall be made from my/our below mentioned bank
ACKNOWLEDGEMENT SLIP (To be filled in by the investor) Application no. account with your bank. I/we authorise the representative carrying this ECS (debit clearing) mandate form to
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The above list is subject to change from time to time. The investors are advised to contact the Investor Service Centre / office of the AMC for exact location and contact numbers of the Collecting Bankers / AMC offices / ISCs.
JPMorgan Mutual Fund
JPMorgan Mutual Fund
Note: All future communications in connection with this application should be addressed to the nearest JPMorgan Customer Service Centre, quoting full name of the first applicant, the application serial number, the name Note: All future communications in connection with this application should be addressed to the nearest JPMorgan Customer Service Centre, quoting full name of the first applicant, the application serial number, the name
of the scheme, the amount invested, date and the place of the Customer Service Centre where the application was lodged. of the scheme, the amount invested, date and the place of the Customer Service Centre where the application was lodged.
Asset Management Company : JPMorgan Asset Management India Private Limited Asset Management Company : JPMorgan Asset Management India Private Limited
Mafatlal Centre, 8th Floor, Nariman Point, Mumbai 400 021 Mafatlal Centre, 8th Floor, Nariman Point, Mumbai 400 021
E-mail india.investors@jpmorgan.com Toll free no. 1-800-22-5763 (JPMF) MTNL landline 022 - 2281 7222 Fax no. 022 - 6719 8912, 6719 8223 E-mail india.investors@jpmorgan.com Toll free no. 1-800-22-5763 (JPMF) MTNL landline 022 - 2281 7222 Fax no. 022 - 6719 8912, 6719 8223
Kalpataru Synergy, 3rd Floor, West Wing, Santacruz (East), Mumbai - 400 055. Tel.: 022 - 6783 7016 Fax : 022 - 6783 7001 Kalpataru Synergy, 3rd Floor, West Wing, Santacruz (East), Mumbai - 400 055. Tel.: 022 - 6783 7016 Fax : 022 - 6783 7001
Registrar & Transfer Agent : Deutsche Investor Services Private Limited, 2nd Floor, Tower 1, Logitech Park, M.V. Road, Saki Naka, Andheri (E), Mumbai 400 072 Registrar & Transfer Agent : Deutsche Investor Services Private Limited, 2nd Floor, Tower 1, Logitech Park, M.V. Road, Saki Naka, Andheri (E), Mumbai 400 072
Tel. 022 - 6714 6000 Fax 022 - 6714 6902 E-mail investor.jpm@db.com Tel. 022 - 6714 6000 Fax 022 - 6714 6902 E-mail investor.jpm@db.com
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ECS REGISTRATION CUM
MANDATE APPLICATION FORM
$
APPLICATION FORM (ECS MANDATE FACILITY)
Foroffice
The Trustee
use
JPMorgan Asset Management India Private Limited
I / We have read and understood the contents of the Offer Document of the following scheme(s) and the terms & conditions of SIP ECS (debit clearing).
2. INFORMATION OF EXISTING UNIT HOLDER (For existing investor. Unless details in sections 3 - 5 have changed, please go directly to section 6.
Note that applicant details and mode of holding will be as per existing folio number) Please () any one.
I / We hereby apply for ECS under the SIP (debit clearing) of the following scheme(s) / option and agree to abide by the terms and conditions of the following scheme(s)
Folio no. / plan / option (new registration).
3. APPLICANT INFORMATION Please change my / our bank account for ECS (debit clearing) (change in bank account).
Occupation [Please tick (3)] Status [Please tick (3)] I / We hereby apply for cancellation of ECS (debit clearing ) facility for SIP of the following scheme / option (cancellation).
Agriculture Professional Student Minor NRI Residend Individual HUF Company/BC
Business Retired Service Trust Partnership FIIs Bank / FI AOP / BoI
INVESTOR AND SIP DETAILS
Housewife Others _______________ Club/Society PIO Sole proprietor Others (pl. specify) ____________ Folio no. (for existing unit holder) / Application no. (for new investor)
Address of sole / first applicant (Please provide full address) (In case of NRIs/FIIs please provide overseas address - Mandatory P.O. box no. may not be sufficient) I/We hereby, authorise JPMorgan Mutual Fund and its authorised service providers, to debit my/our following bank account by ECS (debit clearing) for collection of SIP
payments.
4. BANK ACCOUNT DETAILS (Mandatory. The application will be rejected if this section is left blank. Please provide the details of the sole / first applicant). (Refer instruction no. 3)
Bank particulars (Name of the bank) Branch
First account holder’s signature (As in bank records) Second account holder’s signature (As in bank records) Third account holder’s signature (As in bank records)
Branch address
City
For office use only (not to be filled in by the investor)
Account number Account type Current Savings NRO NRE FCNR
Recorded on Scheme code
RTGS or NEFT - IFSC code R E Q U I R E D 9 digit MICR code
Recorded by Credit account number
Direct credit facility (please refer to the list of banks that offer direct credit facility). However, if you wish to receive a cheque payout, please tick here (3)
Electronic Clearing Services (ECS) facility is available for receiving dividends. If you wish to avail of this facility, please tick here (3) ✄
✓)]
5. ANNUAL INCOME [Please tick (✓
✄
Authorisation of the bank account holder (to be signed by the Investor)
Upto Rs. 5,00,000 Rs. 5,00,001 to Rs. 25,00,000 Rs. 25,00,001 to Rs. 1,00,00,000 Rs. 1,00,00,001 to Rs. 5,00,00,000 Rs. 5,00,00,001 and above
✄
✄ This is to inform that I/we have registered for the RBI’s Electronic Clearing Service (debit clearing) and that my
payment towards my investment in JPMorgan Mutual Fund shall be made from my/our below mentioned bank
ACKNOWLEDGEMENT SLIP (To be filled in by the investor) Application no. account with your bank. I/we authorise the representative carrying this ECS (debit clearing) mandate form to
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