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Investment Advisor's Name & ARN Sub-Broker's Name & ARN Official Acceptance Point Appl. CA
ARN - 2802
ARN- 59932 ARN - 2802
ARN-70963 Stamp & Sign
Date : DD / MM / YYYY
1. EXISTING UNITHOLDER INFORMATION [Refer Guideline 2(a)]
If you have, at any time, invested in any Scheme of Kotak Mahindra Mutual Fund and wish to hold your present investment in the same Account,
please furnish your Name, Account Number, PAN and UIN details below and proceed to Section 4.
Name of Sole / First Holder : Account No.: /
2. NEW APPLICANTS' PERSONAL INFORMATION [Refer Guideline 2]
SOLE/FIRST APPLICANT Mr Ms Mrs Dr Date of Birth
DD / MM / YYYY
First Name Middle Name Last Name
GUARDIAN (in case Sole / First Applicant is a minor) Mr Ms Mrs Dr Status (Please )
¨ Resident Individual
¨ NRI on Repatriation Basis
¨ NRI on Non-Repatriation Basis
¨ HUF
First Name Middle Name Last Name
¨ Proprietorship
CONTACT PERSON (in case of Non-individual applicants) Mr Ms Mrs Dr ¨ Partnership Firm
¨ Private Limited Company
¨ Public Limited Company
¨ Mutual Fund
Name Designation ¨ Mutual Fund FOF Scheme
¨ Body Corporate
SECOND APPLICANT (Joint Holder 1) Mr Ms Mrs Dr ¨ Registered Society
¨ PF/Gratuity/Pension/
Superannuation Fund
¨ Trust
First Name Middle Name Last Name ¨ AOP / BOI
¨ Foreign Institutional Investor
THIRD APPLICANT (Joint Holder 2) Mr Ms Mrs Dr ¨ Others
(Please specify)
(Cell) E-mail
OVERSEAS ADDRESS (Mandatory for Non-Resident applicants) Address for Correspondence (Please 4) Indian Overseas
Country Nationality
MICR Code If your bank account is with any of these banks, we will directly credit your dividend /
redemption proceeds into the same.
This is the 9 digit No. next to your Cheque No. If, however, you wish to receive a cheque payout, please tick the box
Account Type : Current Savings NRO NRE FCNR Others alongside.
Kotak Mahindra Mutual Fund Computer Age Management Services Pvt. Ltd.
5A, 5th Floor, Bakhtawar, 229, Nariman Point, Mumbai 400 021 158, Rayala Towers, 1st Floor, Anna Salai, Chennai 600 002
91-22-5638 4444 1600 44 2267
mutual@kotak.com www.kotakmutual.com enq_k@camsonline.com www.camsonline.com
You can also get in touch with your nearest CAMS INVESTOR SERVICE CENTRE at the following locations on:
1901-44-1234
Ahmedabad Bangalore Bhubaneshwar Chandigarh Chennai Coimbatore Indore Jaipur Kanpur Kochi Kolkata Lucknow
Ludhiana Mangalore Mumbai Nagpur New Delhi Panaji Patna Pune Secunderabad Surat Vadodara Visakhapatnam