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How to use or fill out l t mutual fund online empanelment
- Click ‘Get Form’ to open the l t mutual fund online empanelment in our editor.
- Begin by filling in your name for empanelment, ensuring you specify whether you are an individual or non-individual. Provide a contact person’s details and address for communication.
- Complete the enterprise details section, including the number of employees and offices. List the cities where you operate.
- Attach the KYC acknowledgment letter and fill in the KYC Acknowledgement Date. Specify the mutual funds currently marketed by you.
- Provide your current Assets Under Management (AUM) for both equity and debt categories.
- List key employees' details along with their email IDs, and provide gross mobilization figures from the last six months.
- Fill in bank details, ensuring to attach a cancelled cheque as it is mandatory. Include your PAN number and other relevant banking information.
- If applicable, complete nomination details for brokerage commission, especially if a nominee is a minor.
- Review all entries for accuracy before signing the declaration at the end of the form.
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