Professional Documents
Culture Documents
Awarded by CNBC TV-18 Crisil. Past performance is no guarantee of future results. For ranking methodology please see overleaf
What do you need to do to put your finances in order? In simple Highlights of the Insurance Cover
words, just three things and they are protection, wealth creation and
planning for your retirement. 3 Free Insurance Cover
The Insurance cover available with Century SIP will come at no
3 Protection entails hedging oneself from an early demise or a
long life. Early demise would mean pressure on the family to extra cost to the investor. The cost of insurance will be entirely
make ends meet. Hence an individual needs to keep aside a borne by the AMC.
chunk of his investible surplus towards insurance.
3 Upto 100 times Insurance Cover*
3 Wealth Creation entails investing in various asset classes and
making enough money so as to beat inflation. Very few asset In the unfortunate event of the demise of an investor during the
classes helps one to achieve this, Equity is definitely an asset tenure of the SIP, the nominee gets the Fund Value + Insurance
class of choice in this endeavour. Cover equivalent upto 100 times monthly SIP installments. The
insurance cover offered to the investor grows with the tenure of the
3 Retirement Planning is all about Earning, Saving and creating SIP.
enough wealth to sustain one self during the sunset years.
During Year 1 X 10^
During Year 2 Monthly SIP Installment X 50^
Birla Sun Life Century SIP Year 3 onwards X 100^
Taking care of your financial planning needs - completely
^ Insurance Cover
Birla Sun Life Century SIP is a product offering from Birla Sun Life
Mutual Fund which aids you to Power your investments with an 3 Continued Insurance Cover*
added benefit of upto 100 times monthly SIP installment Free life The life insurance cover offered to the eligible investor would
insurance cover. continue even if the SIP stops after a minimum period of 3 years at
Investing in Birla Sun Life Century SIP helps you to: the fund value subject to a maximum of 100 times of the monthly
SIP installment. The cover ceases to exist on full/partial
redemption or switching prior to completion of the SIP tenure.
Create wealth, by systematically investing as little as Rs. 1000
per month in Equity Schemes of Birla Sun Life Mutual Fund. *All the above mentioned limits are subject to maximum cover of
Rs. 20 lacs per investor across all schemes/plans/folios.
3 Hassle Free
To avail of the life cover all an investor needs to do is enroll for CSIP
Protects, by providing a cushion of security through free insurance & sign a “Declaration of Good Health”. In case of unfortunate
cover of up to 100 times the SIP installment in case of an demise of investor the insurance claim will be directly paid to the
unfortunate demise. nominee by the insurance company (Birla Sun Life Insurance
Company).
For complete details on terms & conditions of Birla Sun Life Century SIP, Investors should read the Offer Document/ Key Information
Memorandum available at Investor Service Centers and with Distributors carefully before investing.
3 Benefits to the Family /Nominee Eligibility criterions
Assuming a scenario where in an investor had started a 10 year ·Only individual investors, excluding Non Resident Indians & Persons of Indian Origin, whose age is 18 years
and above but less than 46 years, at the time of the first investment.
CSIP @ Rs. 20,000 pm installment and a rate of return @ 8%p.a. Provided
o Investors enroll for investments through Century SIP, in Designated Schemes.
On completion of the CSIP tenure, value of investment and o Investors sign genuine “Good Heath Declaration” and also provide their Date of Birth, Gender and
insurance cover would be Rs. 36.59 lakhs and Rs. 20 lakhs Nominee details at the specified places in the application form
respectively. · In case of joint unitholders in the scheme, only the first unit holder would be eligible for the insurance cover.
800000
Group Life Insurance
400000
Amount of Life Insurance Cover:
If Century SIP discontinues, the insurance cover would be as follows:
0
Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10
· Century SIP discontinues before 3 years : Insurance cover stops immediately
· Century SIP discontinues after 3 years : Insurance cover equivalent to the value of units allotted under
BSL Century SIP Fund Value Life Insurance Cover
Century SIP investment at the start of the each policy year,
Scenario – 10 Year SIP @ Rs. 20,000 pm Installment Rate of Returns assumed @ 8% p.a. Computations - Internal subject to a maximum of 100 times the monthly installment.
Incase of any unfortunate circumstances, the fund value & the value of life Commencement of Insurance Cover
cover would payable to the nominee. The Insurance cover will start from the commencement of Century SIP. However, only accidental deaths will be
covered for the first 45 days.
Benefits to Nominee^ Fund Value + Life Cover equivalent upto 100 Other Terms and Conditions
times SIP installments The Fund is bringing this offer to the investors of the Scheme only as an additional facility and is not acting as an agent
for marketing/sales of insurance policies.
Schemes Available All Open Ended Equity Schemes
For complete details on terms & conditions of Birla Sun Life Century
* Nil for Direct application SIP, Investors should read the Offer Document/ Key Information
**In the unfortunate event of death of the investor, no exit load on redemption/switching out of units by the Memorandum available at Investor Service Centers and with
nominee/joint holder, as the case may be.
^in case of pre mature death Distributors carefully before investing.
BIRLA SUN LIFE ASSET MANAGEMENT COMPANY LTD. BRANCHES Distributed by:
AGRA: 0562-2524409 • AHMEDABAD: 079-26403553/48 • AJMER: 0145-5102022, 5102019 • ALLAHABAD: 532-3201661 • AMRITSAR: 183-
3220031 • AURANGABAD: 240-3203581 • BANGALORE: 080-22389991/2/3/5 • BARODA: 0265-6582984/2986 • BELGAUM: 831-3200946 •
BHILLAI: 0788-4083340 • BHOPAL: 0755-4061365/4074052 • BHUBHANESHWAR: 674-3200855 • CALICUT: 0495-4021366/ 4021399 •
CHANDIGARH: 0172-2783556/57 • CHENNAI: 0044-42045003/ 5002/28191681/28116610 • COCHIN: 0484-2383969/2366817 •
COIMBATORE: 422-4350262/64 • DEHRADUN: 0135-3241324 • DURGAPUR: 034-36450619/21 • GHATKKOPAR: 022-32681373 • GOA:
0832-2437628/29 • GURGOAN: 0124-4235974-75 • GUWAHATI: 0361-2599273/2595020 • HUBLI: 836-3205375 • INDORE: 0731-
2534502/5040496/5046789 • JAIPUR: 0141-2389082/5116883/2389115 • JALANDHAR: 181-3242256 • JAMNAGAR: 288-3200064 •
JAMSHEDPUR: 0657-6456127 • JODHPUR: 0291-5123888, 5123886 • KANPUR: 0512-2331116/1121/3246000 • KOLKATA: 033-
22882592/94/95 • LUCKNOW: 0522-4094110/11 • LUDHIANA: 0161-5088847/2771217 • MADURAI: 0452-2382566/67 • MANGLORE: 824- Drashti Investments
3200050 • MORADABAD: 591-3200690 • MYSORE: 821-3200705 • MUMBAI (SALES OFFICE): 022-56379999 • MUMBAI: 022-56661035/
1036 • MUMBAI (PRABHADEVI): 022-32680306 • NAGPUR: 0712-6630899 • NASHIK: 253-3201125 • NEW DELHI: 011-23358636/23320831 • drashti.investments@rediffmail.com
PATNA: 612-2207022/23/3890873 • PUNE: 020-56011865/ 1866/ 1867 • RAIPUR: 0771-4266894/9302271789 • RAJKOT: 281-3200211 •
RANCHI: 651-3200894 • SALEM: 427-3200230 • SECUNDRABAD : 040-65311052/ 3580/ 27721818 • SILLIGURI: 353-3205577 • SURAT: 0261- 09221890056
6581707/1708 • TRICHHUR: 487-3202892 • TRICHY: 431-3201102 • TRIVANDRUM: 471-3213838 • UDAIPUR: 0294-5102290/91 • VALSAD:
9879503553 • VARANASI: 0542-2227755/ 2227756 • VASHI: 022-32658511 • VIJAYWADA: 866-3200639 • VISAKHAPATNAM: 0891-6631337
Award Methodology: CNBC TV18 - CRISIL Mutual Fund of the Year Award for 2007. Birla Sun Life Mutual Fund, Category - Mutual Fund of the Year, out of 26 fund houses. Fund Houses winning at least two awards for their schemes in the
category level awards for 2007 were considered for the award based on consistency of fund house's performance across various scheme categories in the four quarterly CRISIL CPR rankings released during the calendar year 2007. The
individual CRISIL CPR ranks for their schemes were aggregated on a weighted average basis to arrive at the final ranks for fund houses. Award methodology of the CRISIL CPR is
available at www.crisil.com. Ranking & Award Source: CRISIL Fund Services, CRISIL Ltd.
Statutory Details: Constitution: Birla Sun Life Mutual Fund has been set up as a Trust under the Indian Trust Act, 1882. Sponsors: Aditya Birla Nuvo Limited & Sun Life (India)
AMC Investments Inc [liability restricted to seed corpus of Rs. 1 Lac]. Trustee: Birla Sun Life Trustee Company Pvt. Ltd. Investment Manager: Birla Sun Life Asset Management
Company Ltd. Risk Factors: Mutual Funds and securities investments are subject to market risks and there can be no assurance or guarantee that the objectives of the Schemes will
be achieved. As with any investment in securities, the NAV of the Units issued under the Schemes may go up or down depending on the various factors and forces affecting capital
markets and money markets. Past performance of the Sponsors / Investment Manager / Mutual Fund does not indicate the future performance of the Schemes and may not
necessarily provide a basis of comparison with other investments. The names of the Schemes do not, in any manner, indicate either the quality of the Schemes or their future
prospects or returns. Unitholders in the schemes are not being offered any guaranteed/assured returns. For scheme specific risk factors and other details please read the offer
document of the schemes available at Investor Service Centres and with Distributors carefully before investing. The Group Life Insurance Cover will be governed by the terms,
conditions & exclusion of the insurance policy with the relevant Insurance Company as determined by the AMC. Insurance is subject matter of solicitation. For further Scheme
Specific Risk Factors & other details please read the Offer Document carefully before investing.
www.birlasunlife.com • Email: connect@birlasunlife.com • Toll free: 1-800-22-7000 / 1-800-270-7000 SMS ‘SIP’ to 56767
APPLICATION FORM
Application Form should be completed in English and in BLOCK letters. Please tick in the appropriate boxes wherever applicable.
3. UNIT HOLDER INFORMATION (Refer Instruction No. 2) Fresh / New Investors fill in all the blocks. (3 to 12)
NAME OF FIRST / SOLE APPLICANT
Mr. Ms. M/s.
PAN* (Mandatory for all investors) *Ref. Instruction No. 3 Proof COMPLIED (mandatory for investments equal to or greater than Rs. 50,000/-) KYC
PAN* (Mandatory for all investors) *Ref. Instruction No. 3 Proof COMPLIED (mandatory for investments equal to or greater than Rs. 50,000/-) KYC
MAILING ADDRESS OF FIRST / SOLE APPLICANT (P.O. Box Address is not sufficient)
Online access** (see overleaf) Yes No [Please tick ( )] Status Resident Individual Mode of Holding Single Joint Anyone or Survivor (Default option is Anyone or survivor)
5. CENTURY SIP DETAILS Please write appropriate scheme name as well as the Plan / Option / Sub Option.
6. PAYMENT DETAILS
Payment Option (Please (3) any one) Post Dated Cheques (Proceed to Section 7) First Cheque + ECS Mandate (Proceed to ECS Facility Application Form)
First Installment has to be through Cheque / DD. 1st CSIP Cheque / DD No. 1st Cheque Dated D D / M M / Y Y Y Y
Century SIP Installment Amount (Rs.) (minimum Rs. 1,000/-) Cheque Date From D D M M Y Y Cheque Date To D D M M Y Y
CSIP Date 1st 7th 10th 14th 20th 21st 28th (you can choose only one) (For CSIP tenure ref. Instruction No. 12(vi))
Application No.
ACKNOWLEDGEMENT SLIP (CENTURY SIP APPLICATION FORM) (To be filled in by the Investor)
[Please tick ( )] ENCLOSED PAN Proof COMPLIED KYC (mandatory for investments equal Date of Birth PDC ECS Facility
to or greater than Rs. 50,000/-)
8. DECLARATION OF GOOD HEALTH (All the fields are mandatory) (Ref. Instruction No. 14)
Please Tick ( ) For Either Yes or No – Otherwise The Application Will Be Invalid
1. Have you ever been treated for symptoms of high blood pressure, diabetes, heart attack or heart disease, stroke, chest pain, kidney disease, AIDS or AIDS Yes No
related complex, cancer or tumor, asthma or respiratory disease, mental or nervous disease, liver disease, blood disease, digestive and bowel disorder,
disorder of the bones, spine or muscle?
2. Have you within the last 2 years taken any form of medication for more than 14 consecutive days to treat an illness or disease? Yes No
3. Have you within the last 2 years consulted any medical practitioner for any condition other than minor impairment such as cold or flu? Yes No
I understand and agree that the answers to the questions in this Declaration of Good Health are true and complete to the best of my knowledge and belief. I authorize any medical practitioner, hospital, employer,
institution or any other person, to disclose to Birla Sun Life Insurance Company Limited any information relating to my health or employment now or at any time in the future. I understand and agree that failure
to answer any question in this Declaration truthfully will render the insurance cover invalid and void.
9. BANK ACCOUNT DETAILS (Please note that as per SEBI R egulations it is mandatory for investors to provide their bank account details) Ref. Instructions No. 3
11. NOMINATION DETAILS (For units of relevant scheme and eligible life insurance cover)
Nominee Name Date of Birth D D M M Y Y Y Y
Address
City
Pin Code STD Code Tel. Off Signature of
Tel. Resi Relationship Nominee
CSIP THROUGH ECS FACILITY Registration Cum Mandate Form for ECS (Debt Clearing) Application No.
Stamp & Sign
ARN-0163
ARN-70963
ARN-0155 Investment Advisor’s Name & ARN
Sub-Broker’s
54934 Name & ARN / DIRECT
/ DIRECT
NJ Indiainvest Official Acceptance Point
For Direct Application please write the word “DIRECT” in Investment Advisor & Sub-Broker Box. (Ref. Instruction No. 8)
Request for Registration of CSIP Change in Bank Details Existing Folio No. Date D D M M Y Y Y Y
First Installment has to be through Cheque / DD. 1st CSIP Cheque / DD No. 1st Cheque Dated D D / M M / Y Y Y Y
Drawn on Bank
CSIP Date 1st 7th 10th 14th 20th 21st 28th (you can choose only one) Each CSIP Amount (Rs.)
{Enter No. of Years to attain the age of 55. i.e. (55 years) — (Your Current Age). For more information ref. Instruction No. 12(vi)}
CSIP Start Date D D M M Y Y Y Y CSIP End Date E.g. Your Current Age is 30 years, then your CSIP Tenure would be 55 years - 30 years = 25 years
Account Type [Please tick ( )] SAVINGS CURRENT OTHERS (please specify) This is a 9 digit number
MICR CODE next to your Cheque Number.
I/We hereby authorise Birla Sun Life Mutual Fund and their authorised service provider to debit the above bank account by ECS Debit Clearing for collection of CSIP payments. I/We understand that the information provided by
me/us may be shared with third parties for facilitating transaction processing for the auto debit process or for compliance with any legal or regulatory requirements. I/We hereby declare that the particulars given above are
correct and express my/our willingness to make payments referred above through participation in ECS. If the transaction is delayed or not effected at all reasons of incomplete information. I/We will not hold responsible. I/We
will also inform, about any changes in my bank account immediately. I/We have read and agreed to the terms and conditions mentioned overleaf.
✘ ✘
Signature(s)
(To be signed by All Applicants if mode of operation is Joint) (As in Bank Records)
Authorisation of the Bank Account Holder: This is to inform that I/We have registered for RBI’s Electronic Clearing Service (Debit Clearing) and that my/our payment towards my/our investment in Birla Sun Life
Mutual Fund shall be made from my/our below mentioned bank account with your bank. I/We authorise the representative carrying this ECS mandate Form to get it verified & executed. Mandate verification
charges if any, may be charged to my / our account
Bank Account Number
(As in Bank Records)
Name & Signature(s)
✘ ✘
First Account Holder Second Account Holder
(To be signed by All Applicants if mode of operation is Joint) (As in Bank Records)
Application No.
ACKNOWLEDGEMENT SLIP (CENTURY SIP THROUGH ECS FACILITY APPLICATION FORM) (To be filled in by the Investor)
Which are the designated schemes in which Century SIP will be offered?
Designated schemes in which Century SIP will be offered are:
Designated Schemes Designated Schemes Designated Schemes
Birla Sun Life Equity Fund Birla India GenNext Fund Birla Sun Life Buy India Fund
Birla Midcap Fund Birla Advantage Fund Birla MNC Fund
Birla Sun Life Frontline Equity Fund Birla Equity Plan* Birla India Opportunities Fund
Birla Sun Life Tax Relief 96* Birla Index Fund Birla Dividend Yield Plus
Birla Infrastructure Fund Birla Sun Life New Millennium Birla Sun Life International Equity Fund
Birla Sun Life Basic Industries Fund Birla Top 100 Birla Sun Life Special Situations Fund
*An Open-ended Equity Linked Savings Scheme (ELSS) with a lock-in of 3 years
Toll free: 1-800-22-7000 • Non Toll free: 022-66917777• Email: connect@birlasunlife.com SMS ‘GAIN’ to 56767
BIRLA SUN LIFE CENTURY SIP
What are the minimum & maximum investment amounts for the investment?
• Minimum investment – Rs. 1,000 per month
• Maximum investment – There is no upper limit to the monthly installment.
What will be the amount of life insurance cover offered to the investor?
In the unfortunate event of the demise of an investor during the tenure of the CSIP, the life insurance company will pay to the
nominee, assigned by the investor,
• Year 1 – 10 times the monthly CSIP installment
• Year 2 – 50 times the monthly CSIP installment
• Year 3 onwards – 100 times the monthly CSIP installment
All the above mentioned limits are subject to maximum cover of Rs. 20 lacs per investor across all schemes/plans/folios.
Toll free: 1-800-22-7000 • Non Toll free: 022-66917777• Email: connect@birlasunlife.com SMS ‘GAIN’ to 56767
BIRLA SUN LIFE CENTURY SIP
Century SIP
* Fund Value = Value of units, accumulated under Century SIP, at start of the each policy year
Note – Insurance cover would cease , if investor redeems (fully / partially) or switch out (fully / partially) units before completion of the Century SIP tenure
Toll free: 1-800-22-7000 • Non Toll free: 022-66917777• Email: connect@birlasunlife.com SMS ‘GAIN’ to 56767
BIRLA SUN LIFE CENTURY SIP
At the time of investment, will the investor need to furnish any additional documents to avail the life cover?
No, at the time of investment, investor will not be asked for any additional document for availing the facility.
Toll free: 1-800-22-7000 • Non Toll free: 022-66917777• Email: connect@birlasunlife.com SMS ‘GAIN’ to 56767