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quant MF_Folio_Consolidation_Form

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RMP Kulkarni
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86 views

quant MF_Folio_Consolidation_Form

Uploaded by

RMP Kulkarni
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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quant mutual

Corporate Office: 6th Floor, Sea Breeze Building, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400 025. | Tel: +91 22 6295 5000
Whatsapp message: +91 9920 21 22 23 | E-mail: help.investor@quant.in | help.distributor@quant.in | www.quantmutual.com

FOLIO CONSOLIDATION REQUISITION


(For existing Unitholders only)
Date: ______________________
I/We wish to consolidate all my/our below mentioned folio numbers into a single folio.
Source Folios for Consolidation (Folios where the following are identical can be consolidated - Unitholders’ Names & Address, Order of Unitholders, Nominee details and Tax Status):

1 2 3 4

5 6 7 8
(Bank particulars in the target folio has been retained for your redemption/dividend proceeds.)
Target Folio Number (Mention the target folio here,
wherein all folios to be consolidated - single folio no.): Contact Details (Mention your contact details here for easy communication):

Mobile No. E-mail address

Declaration and Signatures: I/We request quant Mutual Fund to consolidate all my/our investments in above mentioned folio nos. to the mentioned Target folio no. I understand that consolidation can take place only
if a. Names of unit holders, b. Address of unit holders, c. Mode of holding, d. Order of unit holders, e. Tax status and Nominee details are identical in all the mentioned folios. I/We agree that the mode of holding, bank mandate,
address and nomination details in the Target Folio will be applicable and will prevail after consolidation even if they were different details in source folios.

Name of the First Unitholder First Unitholder

SIGNATURE(S)
Name of the Second Unitholder Second Unitholder

Name of the Third Unitholder Third Unitholder

Acknowledgement: Folio Consolidation Form - quant Mutual Fund


Receiver’s Signature & Seal
Source Folios for
Consolidation:

Target Folio
Number:

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