KEY INFORMATION MEMORANDUM & FORMS - IFIN LTD

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COMMON APPLICATION FORM(To be used / distributed with Key Information Memorandum)All sections to be completed legibly in English in Black/Blue coloured ink and in BLOCK letters.Please submit separate form for each scheme. Please read the Scheme Information Document / KIM of the scheme and instructions on page no. 19 carefully.Upfront commission shall be paid directly by the investor to the AMFI registered Distributors based on the investors’ assessment of various factors including services rendered by the distributor.2. TRANSACTION CHARGES (Please üany one of the below) (Refer Instruction No. 2)I AM A FIRST TIME INVESTOR IN MUTUAL FUNDSOR I AM AN EXISTING INVESTOR IN MUTUAL FUNDS3. UNITHOLDING OPTION Demat Mode Physical ModeDEMAT ACCOUNT DETAILS (Please ensure that the sequence of names as mentioned in the application form matches with that of the account held with any one of theDepository Participant. Demat Account details are compulsory if demat mode is opted above)NationalDepositoryCentralDepositorySecuritiesparticipant NameDepositoryparticipant NameDepository DP ID No.I NSecuritiesLimited Beneficiary Account No.Limited Target ID No.Enclosures : Client Master List (CML) Transaction cum Holding Statement Delivery Instructions Slip (DIS)4. EXISTING INVESTORS(Refer Instruction No. 4A)Existing Folio No.Name of Sole / 1st Applicant(Please fill Section 7 & 9 only)5. APPLICANTS' INFORMATION (Refer Instruction No. 4B)stName of Sole/1 Applicant Mr. Ms. M/s. (Please P) Date of BirthProof of Date of BirthD D M M Y Y Y Y (Mandatory in case of Minor)(Please P) (Refer Instruction No. 4C)F I R S T N A M E M I D D L E N A M E L A S T N A M EndName of 2 ApplicantFD D M M Y Y Y YI R S T N A M E M I D D L E N A M E L A S T N A M ErdName of 3 ApplicantMr. Ms. M/s. (Please P) Date of BirthMr. Ms. M/s. (Please P) Date of BirthD D M M Y Y Y YF I R S T N A M E M I D D L E N A M E L A S T N A M EProof of RelationshipName of Guardian/Contact Person Mr. Ms. M/s. (Please P) Relationship with Minor(Mandatory in case of Minor Applicant) (Please P) (Refer Instruction No. 4D)F I R S T N A M E M I D D L E N A M E L A S T N A M E* Mandatory with an attested PAN Proof^ Mandatory for any amount,If Yes, attach proofApplication No.1. DISTRIBUTOR INFORMATION (Refer Instruction No. 1)ARN -st1 Applicantnd2 Applicantrd3 ApplicantGuardianst(In case 1 Applicantis a Minor)(Refer Instruction No. 3)Mode of Holding Single Anyone or Survivor Joint (Default Option)(Please Pany one)Status ofResident Individual NRI PIO Trust FII Bank1st Applicant Company/Body Corporate (Pvt. Ltd.) Partnership(Please Pany one) Company/Body Corporate (Public & Others Ltd.)NGO Minor AOP/BOI Club/SocietyGovernment Body HUF Others (Please specify)Occupation Private Sector Service Public Sector / Govt. Service(Please Pany one) Business Professional Agriculturist StudentRetired Housewife Others (Please specify)CONTACT INFORMATION Correspondence Address of Sole/First Applicant (P.O. Box address is not sufficient) (Refer Instruction No. 5)City State PIN Code (Mandatory)Overseas Address (Mandatory for NRI/FII applicant) (P.O. Box address is not sufficient)CityARN codePAN*Sub broker ARN codeARN -Incase the Employee Unique Identification Number (EUIN) box has been left blank please refer point 9 related to EUIN.KYC Status^CountryContact Details Tel. No. STD Code Res. Off. Faxst1 Applicant Mobile No. Email ID*nd2 Applicant Mobile No. Email ID*rd3 Applicant Mobile No. Email ID** Investors providing email id would mandatorily receive only E-statement of account in lieu of physical statement of account.YesYesYesYesNoNoNoNoSub broker code (as allotted by ARN holder)Employee Unique Identification Number (EUIN)ZIP CodeACKNOWLEDGEMENT SLIP (To be filled in by the investor)Application No.Received from Mr. / Ms. / M/s. an application for investment in Pramerica Mutual Fund -Scheme NameOption Growth Dividend Bonusfor ` (in figures) vide Instrument no.Bank Branch CityAll purchases are subject to realisation of cheque/demand draft and furnishing of mandatory information/documents. Please retain this slip till you receive your Account Statement.Acknowledgement Stamp & Date01
6. BANK DETAILS(MANDATORY - IF LEFT BLANK, APPLICATION WILL BE REJECTED) (Refer Instruction No. 6)Mention your Core Banking Account No. (if applicable). Please check with your bank, if you do not have the same.Account No. Account Type CA SB NRO NRE FCNR Others (Please specif y)Name of Bank Account HolderBranchMICR code(MICR code is the 9 digit code next to the cheque no.)Lumpsum Investment:I. Cheque / DD Amount `II. DD ChargesIII. Investment Amount``(I + II)M A N D A T O R Y7. INVESTMENT/ PAYMENT DETAILS (Refer Instruction No. 7)Scheme Name : Option Growth* DividendDividend Facility Payout Re-investment* (Default) Dividend FrequencySIP Investment (Please Pany one) Daily Monthly QuarterlySIP THROUGH AUTO DEBIT (ECS/Direct Debit) Please also fill and attach the SIP Auto Debit Facility Form ORSIP THROUGH POST-DATED CHEQUE Second and subsequent Instalment cheque Details (Refer instruction no. 7(II))Cheque Nos. From ToDated From D D M M Y Y Y Y To D D M M Y Y Y YI. First SIP Instalment Details: Mode of Payment (Please P) Cheque Demand Draft#Mode of Payment (P) Cheque#Demand Draft Fund Transfer Instalment Amount `Instrument No.Dated D D M M Y Y Y YDrawn onName of the BankDrawn onName of the BankBranch & CityBranch & CityName of the Bank A/c holderII. Second and Subsequent Instalment Details: (All subsequent instalment amounts should be same as the first instalment.)Instrument No.SIP Date (Please P) 1st 7th 10th 15th 25th All 5 datesDatedD D M M Y Y Y YSIP Period :Please mention Enrolment PeriodName of the Bank A/c holderTill I/We instruct to discontinue the SIP (A)FromTo#Bankers Certificate is must (Refer Instruction No. 7)No. of instalments(B)M M Y YM M Y YNRI / FII Investors, Please indicate source of funds for your investment (Please P) NRE NRO FCNR Others (Please specify)Third party cheque / transfer will not be accepted for investmentIn case of exception to Third party payment, please fill the Third Party Declaration Form.(Refer Instruction No. 7)8. NOMINATION DETAILS (Please Pany one of the below mentioned Option. Nomination is not allowed in case Sole / First Applicant is minor) (Refer Instruction No. 8)I / We do not wish to avail of nomination facility at present. (NOTE: SOLE INDIVIDUAL APPLICANTS ARE ADVISED TO COMPULSORILY NOMINATE).ORI/We do hereby nominate the undermentioned Nominee(s) to receive the Units allotted to my/our credit in my/our folio in the event of my/our death. I/We also understand that all payments andsettlements made to such Nominee(s) and Signature of the Nominee(s) acknowledging receipt thereof, shall be a valid discharge by the AMC/Mutual Fund/Trustees.Name & Address of Nominee(s) PAN Date of Name & Address of the Guardian Signature of Nominee / Guardian Proportion (%)Birth(where Nominee is a minor) should aggregate to 100%(To be furnished in case the Nominee is a Minor)(OPTIONAL)Default : Equal proportion1.2.3.IFSC codeBank Name9. DECLARATION AND SIGNATURES (MANDATORY - APPLICATION WITHOUT SIGNATURE(S) WILL BE REJECTED) (Refer Instruction No. 9)City(IFSC code is the 11 digit no. appearing on your cheque leaf) (Mandatory for credit via NEFT/RTGS)Mandatory to submit a cancelled cheque leaf of thebank account mentioned here.Bonus*Default OptionPlease Pif the EUIN space is left blank: I/We hereby confirm that the EUIN box has been intentionally left blank by me/us as this is an “execution-only” transaction without any interaction or advice by the employee/relationshipmanager/sales person of the above distributor or notwithstanding the advice of in-appropriateness, if any, provided by the employee/relationship manager/sales person of the distributor and the distributor has not charged any advisory fees onthis transaction.SIGNATURE(S) (ALL APPLICANTS must sign here)Date D D M M Y Y Y Yst nd rdSole/1 Applicant/Guardian/Authorised Signatory/POA 2 Applicant/Guardian/Authorised Signatory/POA 3 Applicant/Guardian/Authorised Signatory/POAIf the investment is being made by a Constituted Attorney please furnish Name and PAN of Power of Attorney Holder (POA) in respect of each applicant below:NamePANst nd rdPOA Holder for 1 Applicant POA Holder for 2 Applicant POA Holder for 3 ApplicantK Y C Compliant* Yes No Yes No Yes No* (if Yes, attach proof)CHECK LIST (Please submit the following documents with your application (where applicable). All documents should be original/true copies Certified by a Director/ Trustee/Company Secretary/ Authorised signatory/ Notary Public.)Documents Ind Co. Soc. Partnership Investment Trusts NRIFirms through POAPAN Card (not required for Micro Investors) PPP P P PPKYC Acknowledgement PPP P P PPBoard Resolution/ Authorisation to invest PP P P PList of authorised signatories with specimen signatures PP P P PMemorandum & Articles of AssociationPTrust DeedPBye-lawsPPartnership DeedPNotarised POA (signed by investor and POA Holder)PProof of Address (for Micro Investors) P PProof of Identity (for Micro Investors) P PFor more information visit us atwww.pramericamf.comE-mail us atcustomercare@pramericamf.comCall us (Toll free) at1800 266 266725.06.201302
Page 1: KEY INFORMATIONMEMORANDUM & FORMSOf
Page 5: a. Please read the Scheme Informati
Page 9 and 10: 2) Pramerica Ultra Short Term Bond
Page 11 and 12: 4) Pramerica Treasury Advantage Fun
Page 13 and 14: 6) Pramerica Dynamic Monthly Income
Page 15 and 16: 8) Pramerica Short Term Floating Ra
Page 17 and 18: 10) Pramerica Dynamic Asset Allocat
Page 19 and 20: COMMON INFORMATION (Contd.)Dividend
Page 21 and 22: COMPARISON WITH THE EXISTING SCHEME
Page 23: Stop trying to time the markets!ENT

KEY INFORMATION MEMORANDUM & FORMS - IFIN LTD

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