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    Prachi Patwari
    The document is a request from an investor to their mutual fund to: 1) Transfer existing mutual fund units from their existing broker to a new broker, Motilal Oswal Financial Services. 2) Map all future SIP installments to the new broker's code. 3) Send an updated statement after the unit transfer is complete.

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    DownloadedFile PDF

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    Prachi Patwari
    24 views1 page
    The document is a request from an investor to their mutual fund to: 1) Transfer existing mutual fund units from their existing broker to a new broker, Motilal Oswal Financial Services. 2) Map all future SIP installments to the new broker's code. 3) Send an updated statement after the unit transfer is complete.

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    The document is a request from an investor to their mutual fund to: 1) Transfer existing mutual fund units from their existing broker to a new broker, Motilal Oswal Financial Services. 2) Map all future SIP installments to the new broker's code. 3) Send an updated statement after the unit transfer is complete.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    24 views1 page

    DownloadedFile PDF

    Uploaded by

    Prachi Patwari
    The document is a request from an investor to their mutual fund to: 1) Transfer existing mutual fund units from their existing broker to a new broker, Motilal Oswal Financial Services. 2) Map all future SIP installments to the new broker's code. 3) Send an updated statement after the unit transfer is complete.

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    © All Rights Reserved
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    Date:

    To,
    _____________
    _____________
    _____________

    Dear Sir / Madam,

    Sub – Transfer of AUM from Existing Broker to the New Broker

    I, the undersigned, Mr / Ms/ M/s _______________________ have invested in your Mutual fund
    schemes mentioned below.

    Sr. No. Folio No. Scheme Names


    1
    2
    3
    4
    5
    6

    We would like to shift the entire units in the above folio from the existing broker to the new broker
    & also map all future SIP in new broker code.– Motilal Oswal Financial Services
    Limited– ARN – 146822 and Sub-broker Code as ___________

    For SIP transactions, please transfer and map future installments in the above code

    Please send the updated statement after the units have been transferred.

    Thanking You,

    Yours truly,

    (1st Holders ) (2nd Holder) (3rd Holders)

    (* any holder can sign in case of mode of holding is anyone or survivor, and in case of mode is Joint
    holding, all have to sign)

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