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How do I fill this out?

To fill out this form, please start by ensuring you have the necessary information and documents ready. Then, follow the provided sections step-by-step, entering your details in capital letters and using blue or black ink. Make sure to double-check your entries before submission.

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How to fill out the Quant Mutual Fund Common Application Form?

  1. 1

    Gather required documents including PAN cards and KYC details.

  2. 2

    Start by filling in your existing unit holder information and personal details.

  3. 3

    Provide bank account information and joint applicants' details if applicable.

  4. 4

    Choose your investment and payment details, ensuring accuracy.

  5. 5

    Review the completed form and submit with relevant signatures.

Who needs the Quant Mutual Fund Common Application Form?

  1. 1

    Individual investors who want to manage their mutual fund investments.

  2. 2

    Existing mutual fund investors updating their transaction details.

  3. 3

    Parents or guardians opening accounts for minors.

  4. 4

    Corporations and non-individual entities looking to invest in mutual funds.

  5. 5

    Joint applicants who need to invest together in mutual funds.

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  1. 1

    Upload the Quant Mutual Fund Common Application Form to PrintFriendly.

  2. 2

    Use the editing tools to fill in your personal and investment details.

  3. 3

    Review each section carefully to ensure accuracy.

  4. 4

    Apply any required signatures and finalize the form.

  5. 5

    Save and download the edited PDF document.

What are the instructions for submitting this form?

Submit the completed form along with necessary documents such as PAN cards, KYC acknowledgements, and a cancelled cheque to Quant Mutual Funds' Corporate Office at 6th Floor, Sea Breeze Building, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400 025. Alternatively, you can email the scanned copy to help.investor@quant.in or help.distributor@quant.in. Follow the instructions carefully to ensure successful submission.

What are the important dates for this form in 2024 and 2025?

Important dates for submitting this form include fiscal year-end deadlines and specific mutual fund transactional dates such as cut-off times for SIP investments and lump-sum payments. Check the form instructions for precise dates aligning with your investment schedule in 2024 and 2025.

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What is the purpose of this form?

The Quant Mutual Fund Common Application Form is designed to facilitate new investments and manage existing ones within Quant Mutual Funds. This comprehensive form allows individual and corporate investors to provide necessary information such as personal details, bank account information, and investment particulars. By accurately filling out this form, investors ensure that their investment transactions are processed smoothly and efficiently.

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Tell me about this form and its components and fields line-by-line.

The form is structured to collect essential information across various sections necessary for mutual fund investments.
fields
  • 1. Existing Unit Holder Information: Includes folio number and CKYC Identification Number.
  • 2. Applicant Information: Details of 1st, 2nd, and 3rd applicants including names, KYC details, and relationships with minors if applicable.
  • 3. Bank Account Details: Bank name, account number, branch name, and IFSC code.
  • 4. Investment and Payment Details: Scheme selection, payment type, and amount details.
  • 5. Demat Account Details: Details for units in Demat mode including DP name and account number.
  • 6. Nomination Details: Nominee's name, relationship, and share percentage in the event of the applicant's death.
  • 7. FATCA & CRS Details: Information on tax residency and classifications for financial reporting purposes.
  • 8. Declaration for Ultimate Beneficial Ownership: Required for non-individuals to declare controlling persons and tax residency.
  • 9. Mailing Address: Local address, email, and contact details of the first applicant.

What happens if I fail to submit this form?

Failure to submit this form accurately can result in delays or rejections of your investment applications.

  • Processing Delays: Incorrect or incomplete forms may lead to delays in processing your investment transactions.
  • Rejection of Application: Forms that do not meet the required standards or include mistakes could be rejected entirely.
  • Loss of Investment Opportunities: Delayed submission can result in missed investment opportunities due to cut-off times and deadlines.

How do I know when to use this form?

Use this form when starting a new investment or updating existing mutual fund details with Quant Mutual Fund.
fields
  • 1. New Investments: Complete this form to register for a new mutual fund investment.
  • 2. Update Existing Details: Update your personal information, bank details, or investment choices.
  • 3. Add Joint Applicants: Include details of additional applicants for a joint investment.
  • 4. Nomination Changes: Change or update the nominee details for your investments.
  • 5. FATCA & CRS Declarations: Provide updated tax residency and classification information.

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Can I save my progress and return to editing later?

While you can save and download edits, current functionality does not support saving progress to continue later.

What documents do I need to attach with the form?

Necessary attachments include PAN cards, KYC acknowledgments, and a cancelled cheque for bank details.

Is there a fee for submitting this form?

Transaction charges may apply as indicated in the form instructions, particularly for first-time mutual fund investors.

How long does it take to process the form?

Processing times may vary; ensure all information is accurate and complete to avoid delays.

Where do I submit my completed form?

Submit the form as per the instructions, which may include email, fax, or physical addresses provided in the form guidelines.

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Quant Mutual Fund Common Application Form

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