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PDF Downloads - JP Morgan Asset Management

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• Companies, bodies corporate, public sector undertakings, association of persons orbodies of individuals and societies registered under the Societies Registration Act,1860;• Religious and charitable trusts, wakfs or endowments of private trusts (subject toreceipt of necessary approvals as required) and private trusts authorised to invest inmutual fund schemes under their trust deeds;• Partnership firms constituted under the Partnership Act, 1932;• Banks (including cooperative banks and regional rural banks) and financial institutions;• NRIs / PIOs on a full repatriation basis or on a non-repatriation basis (NRIs or PIOs of theUnited States of America and Canada cannot apply);• FIIs registered with SEBI on full repatriation basis;• Army, air force, navy and other paramilitary funds and eligible institutions;• Scientific and industrial research organisations;• Provident / pension / gratuity and such other funds as and when permitted to invest;• International multilateral agencies approved by the government of India / RBI;• The Trustee, AMC or Sponsor or their associates (if eligible and permitted underprevailing Laws).• A mutual fund through its schemes, including fund of funds schemes.• Any other category of investors as the AMC / Trustee may permit.Note on Minor:1. Account to be Opened “On Behalf of Minor”1.1 The minor shall be the first and the sole holder in an account. There shall not be any jointaccounts with minor as the first or joint holder.1.2 The guardian who opens the folio on behalf of the minor should either be a naturalguardian (i.e. father or mother) or a court appointed legal guardian.1.3 The guardian shall mandatorily provide information on the relationship / status of theguardian as father, mother or legal guardian in the Application Form.1.4 In case of natural guardian, a document should be provided evidencing the relationshipif the same is not available as part of the documents submitted as per 1.6 below.1.5 In case of a court appointed legal guardian, relevant supporting documentary evidenceshall be provided.1.6 Photocopy of any one of the following documents reflecting the date of birth of theminor shall be mandatory while opening the account on behalf of minor:(a)(b)(c)(d)(e)Birth certificate of the minor, orSchool leaving certificate / Mark sheet issued by Higher Secondary Board ofrespective states, ICSE, CBSE etc., orPassport of the minor, orPAN, orAny other suitable proof evidencing the date of birth of the minor, as deemedappropriate by the AMC.2. Change in Status on Minor Attaining Majority2.1 Prior to the minor attaining majority, an advance intimation shall be sent to theregistered correspondence address advising the guardian and the minor to submit anApplication Form along with prescribed documents (as per 2.5 below) to change thestatus of the account to “major”.25

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