Documents Required for Investing in Mutual Funds - Mutual Fund Download Forms| LKP Securities
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IPO Bid Manual
Mutual Fund KYC Form

Mutual Funds

AMC 
Application Type 
GO

Document Checklist

  Application Form PAN Card Copy SIP Form STP Form Address Proof
KYC Form (Mandatory) Disable Enable Disable Disable Enable
Lumpsum Investment Enable Enable Disable Disable Disable
Systematic Investment Plan (SIP) Enable Enable Enable Disable Disable
Systematic Transfer Plan(STP) Enable Enable Disable Enable Disable

*Address Proof (ANY ONE) - Passport, Ration Card, Registered Lease/Sale Agreement of Residence, Driving License, Voter Identity Card, Latest Bank Account Statement/Passbook (Not more than 3 Months old), Latest Telephone Bill (Only Landline), Latest Electricity Bill, Latest Gas Bill

Systematic Investment Plan (SIP):

In case of Auto Debit Facility use ECS Mandate form, along with Common Application Form In case of Post Dated Cheques (PDCs) use SIP Enrollment form, along with Common Application Form. For ECS registration, the AMC's take 30 days approximately. Choose the dates specified by AMCs for SIP. Usually, in a month 4-5 dates are specified by AMCs.

Mutual Fund Download Forms, Documents required for Mutual Fund

One of the most important sections of any capital market services website is the download segment. The idea of a download page is to provide a comprehensive library of all necessary forms and documents for download and reading up. LKP Securities provides a comprehensive download page for all necessary forms. You can get mutual fund download forms; documents required for mutual fund investing, KYC documentation, ECN mandates etc.

Form downloads at LKP Securities…

The download section of LKP Securities contains the following key forms and documents for download…

  • You can download the Mutual Fund application forms from the Mutual Fund download forms section. You can also download the list of documents required for investing in mutual funds. You can also download the forms for systematic investment plan (SIP) mandate from the page.
  • You can also download the application forms for various bond issues like the Section 54EC bond issues, tax saving bonds, RBI gold bond issues as well as the forms for investing the Rajiv Gandhi Equity Savings Scheme (RGESS).
  • Traders can also download specific forms like the ECN mandates for electronic contract notes, power of attorney forms, FATCA declaration which is mandatory under SEBI regulations as well as the LKP KYC booklet and the LKP KYC forms.
  • For those who want to read the internal control manuals and the internal control policy and the risk-management policy of LKP Securities, the same can also be downloaded from this page itself.
  • Finally, one can also download the complete dealer and trader set up of LKP from this page itself.
  • The purpose of the internet is to make the entire broking value chain as paperless, seamless and economical as possible. It is from this perspective that all possible forms are being made available in one place. This page is extremely useful for mutual fund investors. Apart from the application form, one can also download and read the fund details and the fund performance from the LKP download page itself.

Other Downloads

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DYK, LKPs In & Out's - Weekly Bulletin Edition-5th August 2022 (Clients)
HDFC Trust Deposit
HDFC- INDIVISAL Fixed-Deposite-Application-Form
DYK, LKPs In & Out's - Weekly Bulletin -29th July 2022(Clients).pdf
DYK, LKPs In & Out's - Weekly Bulletin -22nd July 2022(Clients).pdf
Mahindra-Finance-Fixed-Deposit-Application-Form 1
DYK, LKPs In & Out's - Weekly Bulletin -17th July 2022(Clients).pdf
DYK, LKPs In & Out's - Weekly Bulletin Edition-8th July 2022 (Clients)
DYK, LKPs In & Out's - Weekly Bulletin - 1st July 2022(For Clients).pdf
BAJAJ FD – Application Form
DYK, LKPs In & Out's - Weekly Bulletin Edition-24th June 2022 (Clients)
LIC HFL FD - Application Form
DYK, LKPs In & Out's - Weekly Bulletin Edition-17th June 2022 (Clients)
HDFC FD - Application Form (Trust)
HDFC FD - Application Form (Individual)
PNB HOUSING FINANCE LIMITED – Application Form
DYK, LKPs In & Out's - Weekly Bulletin -10th June 2022(For Clients).pdf
DYK, LKPs In & Out's - Weekly Bulletin -3rd June 2022(For Clients).pdf
DYK, LKPs In & Out's - Weekly Bulletin -27th May 2022(For Clients).pdf
DYK, LKPs In & Out's - Weekly Bulletin -20th May 2022(For Clients).pdf
SHRIRAM FD - APPLICATION FORM
DYK, LKPs In & Out's - Weekly Bulletin Edition-13th May 2022 (Clients)
DYK, LKPs In & Out's - Weekly Bulletin -6th May 2022(For Clients).pdf
DYK, LKPs In & Out's - Weekly Bulletin -29th April 2022(For Clients).pdf
DYK, LKPs In & Out's - Weekly Bulletin -22nd April 2022(For Clients).pdf
DYK, LKPs In & Out's - Weekly Bulletin -13th April 2022(For Clients).pdf
MAHINDRA FD - Application Form
DYK, LKPs In & Out's - Weekly Bulletin -8th April 2022(For Clients).pdf
DYK, LKPs In & Out's - Weekly Bulletin -1st April 2022(For Clients).pdf
DYK, LKPs In & Out's - Weekly Bulletin -26th March 2022(For Clients).pdf
DYK, LKPs In & Out's - Weekly Bulletin -17th March 2022(For Clients).pdf
DYK, LKPs In & Out's - Weekly Bulletin -11th March 2022(For Clients).pdf
DYK, LKPs In & Out's - Weekly Bulletin -3rd March 2022(For Clients).pdf
DYK, LKPs In & Out's - Weekly Bulletin -26th February 2022(For Clients).pdf
DYK, LKPs In & Out's - Weekly Bulletin Edition-18th February 2022 (Clients)
HDFC & LKP 3in1 (Product Note)
Steps to complete 3in1 Account.
DYK, LKPs In & Out's - Weekly Bulletin Edition-11th February 2022 (Clients)
Narnolia Advisory Portfolios Product Note
DYK, LKPs In & Out's - Weekly Bulletin Edition-4th February 2022 (Clients)
DYK, LKPs In & Out's - Weekly Bulletin Edition-29th January 2021 (Clients)
DYK, LKPs In and Out's Weekly Bulletin (Clients)21.01.22
DYK, LKPs In & Out's - Weekly Bulletin -14th January 2022(For Clients).pdf
DYK, LKPs In & Out's - Weekly Bulletin -7th Jan 2022(For Clients).pdf
HDFC FLOATING RATE SAVINGS BONDS 2020 (TAXABLE)
DYK, LKPs In & Out's - Weekly Bulletin -31st December 2021(For Clients).pdf
DYK, LKPs In & Out's - Weekly Bulletin Edition-25th December 2021 (Clients)
DYK, LKPs In & Out's - Weekly Bulletin Edition-18th December 2021 (Clients)
DYK, LKPs In & Out's - Weekly Bulletin Edition-11th December 2021 (Clients)
DYK, LKPs In & Out's - Weekly Bulletin Edition-4th December 2021 (Clients)
BAJAJ_____FD_FORM
DYK, LKPs In & Out's - Weekly Bulletin -27th November 2021(For Clients).pdf
DYK, LKPs In & Out's - Weekly Bulletin -18th November 2021(For Clients).pdf
DYK, LKPs In & Out's - Weekly Bulletin -12th November 2021(For Clients).pdf
DYK, LKPs In & Out's - Weekly Bulletin (For Clients).pdf
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DYK, LKPs In & Out's - Weekly Bulletin Edition-22nd October 2021 (Clients)
DYK__LKPs_In___Out_s_-_Weekly_Bulletin__Clients - 15th October 2021
DYK, LKPs In & Out's - Weekly Bulletin Edition-8th October 2021 (Clients)
E-DIS FAQs
DYK, LKPs In & Out's - Weekly Bulletin Edition-1st October 2021 (Clients)
DYK, LKPs In & Out's - Weekly Bulletin Edition-25th September 2021 (Clients)
DYK - LKPs In & out Weekly Bulletin Edition 19th September 2021
DYK - LKPs In & out Weekly Bulletin Edition 11th September 2021
ICICI HOME FINANCE LTD – FD FORM
DYK, LKPs In & Out's - Weekly Bulletin (For Clients).pdf
DYK, LKPs In & Out's - Weekly Bulletin (For Clients).pdf
What is Bracket Oder - FAQs
Disclaimers & Disclosures – Bracket Orders
DYK, LKPs In & Out's - Weekly Bulletin (For Clients).pdf
DYK, LKPs In & Out's - Weekly Bulletin (For Clients).pdf
DYK, LKPs In & Out's - Weekly Bulletin (For Clients).pdf
DYK, LKPs In & Out's - Weekly Bulletin (For Clients).pdf
DYK, LKPs In & Out's - Weekly Bulletin (For Clients).pdf
DYK, LKPs In & Out's - Weekly Bulletin (For Clients).pdf
Assertion of Alpha Commodity Pvt. Ltd. with LKP Securities Ltd. supporting annexure
MINDSPACE BUSINESS PARKS REIT - OFFLINE PACKAGE
Mailer draft for SPIP online account opening
Mailer Draft for AP & IFA onboarding
IFA Introducer Agreement LKP Securities Limited
7Picks SPIP LKP Wealth Introducer Agreement
SPIP online account opening Terms & Conditions
SPIP mailer draft for online account opening
SPIP online account opening agreement for all clients
SBI CARDS AND PAYMENT SERVICES LIMITED IPO OFFLINE PACKAGE (UPI)
LIC HFL - FD Application
GODREJ & BOYCE MFG. CO. LIMITED – FD FORM
UPI Mechanism for IPO Process
SEBI Circular T+3 Listing
Bank Link Paynetz
Currency Derivative Segment
F&O Circular
SEBI Circular
Unauthenticated news policy
Annual Income updation format
SYSTEM AND PROCEDURES
MARGIN COLLECTION
IPO SOFTWARE BIDDING MANUAL
IPO SAMPLE FILLED FORM
LKP Finance Postal Ballot Notice
LKP Finance Postal Ballot Form
LKP Tradesmart App Installation Guide
LKP SECURITIES LTD - PRIMARY PRODUCTS
MUTUAL FUND KYC A - New Client Plus MF
MUTUAL FUND KYC B - Existing client
MUTUAL FUND KYC C - Only MF

LKP Trader Dealer Setup

LKP Dealer Setup
LKP Trader Dealer Installation Manual

GetSetGrow@LKP

GetSetGrow@LKP

ECN Utilities

Setup
Unmanageable AV Client Setup

FATCA-CRS Declaration

non_individuals comprehensive
non_individuals Brief
Individual comprehensive
Individual Brief

LKP Securities KYC

CKYC form for Individual
CKYC Forms
LKP Securities KYC
LKP Securities KYC Separate Booklet

Vernacular Languages

Compliance Policies

SEBI-Block Mechanism in demat account of clients undertaking sale transactions (2)..pdf
Settlement of running account of clients funds lying with trading member...pdf
Saftey tips
Margin Pledge process_Annexure A.docx
INVESTOR GRIEVANCE POLICY_31052021
Cyber security Policy Draft 28 Nov 2019
Common e-mail and mobile no 31.05.2021
SORM Policy 31.05.2021
Physical contract note policy 31.05.2021_ as per new
Margin collection31.05.2021
Account opening process 31.05.2021
Policy on dormant account 31.05.2021
Conflict of interest 31.05.2021
Surveillance policy 31.05.2021
Policy on unauthentic news circulation 31.05.2021
Client code modification 31.05.2021
Prefunded instrument policy 31.05.2021
Internal control policy 31.05.2021
RMS policy 31.05.2021
PMLA policy 31.05.2021

Registered Office: 203,Embassy Centre,Nariman Point,Mumbai - 400021.
Tel: +91 22 4002 4785/4002 4786 Fax: +91 22 2287 4787
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Research Analyst registration number: INH00001758
DP registration number: IN-DP-CDSL-206-2003
PMS registration number: INP000005299
In case of grievances for Securities Broking /DP write to us on grievances@lkpsec.com
For linking your Demat/trading account with Aadhaar, submit the self-attested copy
of your Aadhaar Card along with a written request signed by all the holders.
SEBI Complaint redressal system Advisory for investor Investor Charter

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Attention Investors

  • Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020.
  • Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge.
  • Pay 20% upfront margin of the transaction value to trade in cash market segment.
  • Investors may please refer to the Exchange's Frequently Asked Questions (FAQs) issued vide circular reference NSE/INSP/45191 dated July 31, 2020 and NSE/INSP/45534 dated August 31, 2020 and other guidelines issued from time to time in this regard.
  • Check your Securities /MF/ Bonds in the consolidated account statement issued by NSDL/CDSL every month. .......... Issued in the interest of Investors