Addition of a Second / Third Unitholder
Addition of a Second / Third Unit Holder

If a single/sole Unitholder desires to add a second holder, the single/sole Unitholder should give a letter to that effect, along with specimen signatures of the second holder. The terms in the application form of the Unitholder should also be changed accordingly.

If the joint Unitholders desire to add a third unit holder, the joint Unitholders should submit a letter to that effect signed by all the joint Unitholders, along with specimen signatures of the third holder. The terms in the application form of the joint Unitholders should also be changed accordingly.

The Unitholders would be required to submit the following documents:

Please note that all documents are to be executed on plain paper. Wherever stated so specifically, documents are to be executed on non-judicial stamp paper of the stated denomination. After completion, the required document should be submitted to any of our Investor Service Centres for resolution.
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