Download Mutual Fund Forms - Mahindra Manulife Mutual Fund

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KYC Forms
- test
  TEST TEST
CKYC Form for Individual CKYC Form for Non Individuals CKYC - Supplementary Form
Note : KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc), Investors need not undergo the same process again when they approach another intermediary.

In case there is any change in your KYC information please update the same by using the prescribed 'KYC Change Request form' and submit the same at Point of Service of any KYC Registration Agency.
Application Forms
Mahindra Manulife ELSS Kar Bachat Yojana KIM App Form Mahindra Manulife Flexi Cap Fund KIM CUM APPLICATION FORM Mahindra Manulife Balanced Advantage Yojana KIM Form Mahindra Manulife Focused Equity Yojana KIM CUM APPLICATION FORM Mahindra Manulife Consumption Fund KIM CUM APPLICATION FORM Mahindra manulife small cap fund KIM FORM Mahindra Manulife Mid Cap Unnati Yojana KIM Application Form Mahindra Manulife Liquid Fund KIM CUM APPLICATION FORM Common KIM CUM Application Form Mahindra Manulife Large Cap Pragati Yojana KIM CUM APPLICATION FORM Mahindra Manulife Multi Cap Badhat Yojana KIM CUM APPLICATION FORM Mahindra Manulife Top 250 Nivesh Yojana KIM CUM APPLICATION FORM Mahindra Manulife Arbitrage Yojana KIM CUM APPLICATION FORM Mahindra Manulife Dynamic Bond Yojana KIM CUM APPLICATION FORM Mahindra Manulife Equity Savings Dhan Sanchay Yojana KIM CUM APPLICATION FORM Mahindra Manulife Hybrid Equity Nivesh Yojana KIM CUM APPLICATION FORM Mahindra Manulife Low Duration Fund KIM CUM APPLICATION FORM Mahindra Manulife Ultra Short Term Fund KIM CUM APPLICATION FORM Mahindra Manilife Short Term Fund KIM CUM Application Form Mahindra Manulife Focused Equity Yojana KIM CUM Application Form MAHINDRA MANULIFE ASIA PACIFIC REITS FOF KIM CUM APPLICATION FORM
Transaction Forms
COMMON SIP/ TOP-UP SIP FORM Third Party Payment Declaration Form Pause SIP Request Form Common Transaction Form (For existing investors)Common Flex STP Form Common STP/ CASTP Form SWP Form Multiple Bank Account Registration Form Non-Financial Transaction Request Form
Account Forms
FATCA & CRS Form for Individuals FATCA & CRS Form for Non-Individuals
Fund Factsheet
Fund FactSheet July 2022
MF Utility
Test 1 CANEezz Individual Registration Form PayEezz Mandate Form
List Of Non-Business Day
List of Non - Business Day 2022 List of Non - Business Day 2021 List of Non - Business Day 2020 List of Non - Business Day 2019
SEBI Circular(s) - Scores Portal
March 26, 2018 - Investor grievance redress mechanism – new policy measures December 18, 2014 - Redressal of investor grievances through SEBI Complaints Redress System (SCORES) platform
Tax Reckoner
Tax Reckoner for Financial Year 2022-23
EGM Proceedings
Coming Soon!
List of Scheme Names and ISIN
List of Scheme Names and ISIN
Transmission of Mutual Fund Units
- Guidelines for Transmission Procedure
  Coming Soon!
- Transmission Forms
  Annexure-Ia_Bank Attestation of Signature and bank account details Annexure-Ib_Bank Attestation of Signature of the new Karta Annexure-II_Bond of Indemnity furnished jointly by all Legal Heirs for Transmission without Legal Representation Annexure-III_Individual Affidavits to be given by ALL the Legal Heirs Annexure-IV_NOC from other legal heirs Annexure-V -Indemnity from coparceners for change of Karta Annexure-VI - Bond of Indemnity by surviving member of dissolved HUF MF-Nomination Form T1 Form for Deletion of Name of Deceased 2nd or 3rd Jt T2 Form for Transmission of Units - Where the 1st holder is Deceased T3 Transmission Request Form for Nominee and Legal Heir T4 Transmission Request Form for change of Karta upon demise of the registered Karta T5 Transmission Request Form where HUF is dissolved upon demise of Karta Annexure B - Transmission Documents Matrix-Ready Reckoner
Change of status from Minor to Major
Mahindra Form for providing Minor’s DoB & Details of Guardian Mahindra MAM Form- for change in status from Minor to Major Mahindra Request for change in Guardian of Minor Unitholder
Other Forms
Undertaking-by-Guardian_-Legal-Guardian-of-Minor-Investor
Important Updates
CAMS Communication on Linking of PAN with Aadhaar
Investor Charter For Mutual Funds
Investor Charter For Mutual Funds
Scheme Summary Document test
- Mahindra Manulife Multi Cap Badhat Yojana
  2022
  March 2022
  Mahindra Manulife Multi Cao Badhat Yojana March 2022 Mahindra Manulife Multi Cao Badhat Yojana March 2022 - Excel Mahindra Manulife Multi Cao Badhat Yojana March 2022 - XML
  April 2022
  Mahindra Manulife Multi Cao Badhat Yojana April 2022 - PDF
Presentation
Corporate Presentation – May 2022

Forms
DISTRIBUTOR EMPANELMENT FORM DISTRIBUTOR EMPANELMENT FORM - FILL N PRINT EUIN DECLARATION FORM NEFT Request Form
Simple and Performing Schemes – FY 2020-21
Simple and Performing Schemes – FY 2020-21
Nomination Form
Nomination Form for Distributor
Self Declaration Form
Self declaration format (For financial year ’14 – ‘15 onwards)