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Sip modification-application-form

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1. This document is a SIP modification application form that allows an investor to modify details of an existing systematic investment plan (SIP). 2. The investor can modify the selected scheme, SIP installment amount, or SIP end date for a SIP currently being invested in. 3. The request must be submitted at least 10 days prior to the next SIP installment date, excluding the request date and installment date. 4. The modify SIP facility is only available for SIPs registered through a one-time bank mandate or investeasy mandate. The modified details must meet the amount/tenure conditions of the respective scheme's SID.

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New Scheme / Plan / Option D D M M Y Y Y Y New SIP End DateNew SIP Amount ` SIP Modification Application Form APP No. Reliance Nippon Life Asset Management Limited (formerly Reliance Capital Asset Management Limited) A Reliance Capital Company 1. DISTRIBUTOR / BROKER INFORMATION *Please sign below in case the EUIN is left blank/not provided. I/We hereby confirm that the EUIN box has been intentionally left blank by me/us as this transaction is executed without any interaction or advice by the employee/relationship manager/sales person of the above distributor/sub broker or notwithstanding the advice of in-appropriateness, if any, provided by the employee/relationship manager/sales person of the distributor/sub broker. ++ I/We, have invested in the Scheme(s) of your Mutual Fund under Direct Plan. I/We hereby give you my/our consent to share/provide the transactions data feed/ portfolio holdings/ NAV etc. in respect of my/our investments under Direct Plan of all Schemes Managed by you, to the above mentioned Mutual Fund Distributor / SEBI-Registered Investment Adviser: ARN- (ARN stamp here) ARN- Name & Broker Code / ARN Sub Broker / Sub Agent CodeSub Broker / Sub Agent ARN Code *Employee Unique Identification Number ++ RIA Code Upfront commission shall be paid directly by the investor to the AMFI registered distributor based on the investor's assessment of various factors including the service rendered by the distributor. Third Applicant / Authorised Signatory First / Sole Applicant / Guardian / Authorised Signatory Second Applicant / Authorised Signatory SIGN HERE Received from Mr./Mrs./Ms. _____________________________________________________ SIP modification request for SIP registered for ` _________in Folio No. ____________under Reliance ____________________________________ with ______________ frequency and ___________________ Debit Date. Signature, Date & Stamp Of receiving office ACKNOWLEDGMENT SLIP (To be filled by the investor) Name of Sole/1st holder Name of 2nd holder Name of 3rd holder PAN No / PEKRN. PAN No / PEKRN. PAN No / PEKRN. KYC KYC KYC M A N D A T O R YMr./Ms./M/s Mr./Ms. Mr./Ms. 2. APPLICANT DETAILS FOLIO NO. M A N D A T O R Y M A N D A T O R Y 1. In order to provide flexibility, an investor investing through SIP shall have an option to modify the selected scheme and / or SIP installment amount and / or SIP end date, in the scheme wherein the SIP investments are currently beingmade. 2. Request has to be submitted atleast 10 days prior to the next SIP installment date(excludingtherequestdateandthe next SIPinstallmentdate). 3. Modify SIP facility shall be available only to investors whose SIP is registered throughOneTimeBank Mandate / InvestEasy Mandate. 4. Modify SIP request shall be liable for rejection if the modified details do not INSTRUCTIONS cum TERMS AND CONDITIONS meet the amount / tenure conditions as per the Scheme Information Document oftherespectiveschemeortheregisteredmandate. 5. If the investor submits request for Modify SIP details for a SIP registration where the Reliance STEP-UP facility is already registered, the Reliance STEP UP facility shall be cancelled immediately upon receipt of Modify SIP details request. 6. The broker code mentioned on the initial SIP registration request will continue even after the SIP Modification registration request is given. In case a different broker code is specified on the SIP Modification registration request then the samewill not beconsidered. SIPModificationApplicationForm/29thJune2017/Ver1.0 Scheme / Plan / Option (Please any one) Frequency 3. Existing SIP DETAILS Monthly Quarterly Yearly SIP Amount (in figures) ` Bank Name / Account number One Time Bank Mandate SIP Debit Date Payment Mode (Please any one) 2 23 7 28 10 18 (AnyotherDate) Modification details given 4. SIP Modification Details New Scheme / Plan / Option D D M M Y Y Y Y New SIP End DateNew SIP Amount ` Third Applicant / Authorised Signatory First / Sole Applicant / Guardian / Authorised Signatory Second Applicant / Authorised Signatory SIGN HERE APP No.

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Sip modification-application-form

  • 1. New Scheme / Plan / Option D D M M Y Y Y Y New SIP End DateNew SIP Amount ` SIP Modification Application Form APP No. Reliance Nippon Life Asset Management Limited (formerly Reliance Capital Asset Management Limited) A Reliance Capital Company 1. DISTRIBUTOR / BROKER INFORMATION *Please sign below in case the EUIN is left blank/not provided. I/We hereby confirm that the EUIN box has been intentionally left blank by me/us as this transaction is executed without any interaction or advice by the employee/relationship manager/sales person of the above distributor/sub broker or notwithstanding the advice of in-appropriateness, if any, provided by the employee/relationship manager/sales person of the distributor/sub broker. ++ I/We, have invested in the Scheme(s) of your Mutual Fund under Direct Plan. I/We hereby give you my/our consent to share/provide the transactions data feed/ portfolio holdings/ NAV etc. in respect of my/our investments under Direct Plan of all Schemes Managed by you, to the above mentioned Mutual Fund Distributor / SEBI-Registered Investment Adviser: ARN- (ARN stamp here) ARN- Name & Broker Code / ARN Sub Broker / Sub Agent CodeSub Broker / Sub Agent ARN Code *Employee Unique Identification Number ++ RIA Code Upfront commission shall be paid directly by the investor to the AMFI registered distributor based on the investor's assessment of various factors including the service rendered by the distributor. Third Applicant / Authorised Signatory First / Sole Applicant / Guardian / Authorised Signatory Second Applicant / Authorised Signatory SIGN HERE Received from Mr./Mrs./Ms. _____________________________________________________ SIP modification request for SIP registered for ` _________in Folio No. ____________under Reliance ____________________________________ with ______________ frequency and ___________________ Debit Date. Signature, Date & Stamp Of receiving office ACKNOWLEDGMENT SLIP (To be filled by the investor) Name of Sole/1st holder Name of 2nd holder Name of 3rd holder PAN No / PEKRN. PAN No / PEKRN. PAN No / PEKRN. KYC KYC KYC M A N D A T O R YMr./Ms./M/s Mr./Ms. Mr./Ms. 2. APPLICANT DETAILS FOLIO NO. M A N D A T O R Y M A N D A T O R Y 1. In order to provide flexibility, an investor investing through SIP shall have an option to modify the selected scheme and / or SIP installment amount and / or SIP end date, in the scheme wherein the SIP investments are currently beingmade. 2. Request has to be submitted atleast 10 days prior to the next SIP installment date(excludingtherequestdateandthe next SIPinstallmentdate). 3. Modify SIP facility shall be available only to investors whose SIP is registered throughOneTimeBank Mandate / InvestEasy Mandate. 4. Modify SIP request shall be liable for rejection if the modified details do not INSTRUCTIONS cum TERMS AND CONDITIONS meet the amount / tenure conditions as per the Scheme Information Document oftherespectiveschemeortheregisteredmandate. 5. If the investor submits request for Modify SIP details for a SIP registration where the Reliance STEP-UP facility is already registered, the Reliance STEP UP facility shall be cancelled immediately upon receipt of Modify SIP details request. 6. The broker code mentioned on the initial SIP registration request will continue even after the SIP Modification registration request is given. In case a different broker code is specified on the SIP Modification registration request then the samewill not beconsidered. SIPModificationApplicationForm/29thJune2017/Ver1.0 Scheme / Plan / Option (Please any one) Frequency 3. Existing SIP DETAILS Monthly Quarterly Yearly SIP Amount (in figures) ` Bank Name / Account number One Time Bank Mandate SIP Debit Date Payment Mode (Please any one) 2 23 7 28 10 18 (AnyotherDate) Modification details given 4. SIP Modification Details New Scheme / Plan / Option D D M M Y Y Y Y New SIP End DateNew SIP Amount ` Third Applicant / Authorised Signatory First / Sole Applicant / Guardian / Authorised Signatory Second Applicant / Authorised Signatory SIGN HERE APP No.