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In the event that a Unitholder changes his
name, the Unit holder would have to submit the following documents:
(i) Letter duly signed by the unit holder with old and new signature or new signature attested by the existing banker, if the investor changed his/her signature after name change (original)
(ii) A no objection letter from all holders (irrespective of mode of holding)
(iii) A certified* copy of:
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The gazetted notification / newspaper advertisement regarding change of name, divorce deed (in case of individual),
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A fresh certificate of incorporation
(in case of company).
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The entry in the Register of Firms relating
to change of name (in case of a registered partnership
firm),
- Declaration signed by all the partners confirming
and declaring the change of name (in case of an unregistered
partnership firm). Download
format here. (DOC,<200k)
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Certified copy of passport/documentation
under the relevant jurisdiction evidencing the change
in name (in case of a NRI/OCB).
*All certified copies are to be:
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attested by a gazetted officer; or a
practising Chartered Accountant or Advocate;
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attested by the manager of a bank where
the Unitholder maintains an account, specifying the manager's
bank identification number; or
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notarised by a Notary Public. (Note:
A power of attorney is always to be notarised by a notary
public.)
# Any of the identity proofs in the New name like PAN; PIO card; Passport; Voter’s Id or Driving license (Must be self certified or verified with original documents by FT branches or shall be certified copy.)
Note: In case the
Power of Attorney is supplied by the Unitholder, it may
be accepted in case it is substantially in accordance
with the format provided.
Download
here. (DOC,36k)
"In case of change of Name or Signature or Both, a
form may be submitted as per the format provided.
Download here." (DOC,41k)
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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