Documents Required for Investing in Mutual Funds - Mutual Fund Download Forms| LKP Securities

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Mutual Fund KYC Form

Mutual Funds

AMC 
Application Type 

Document Checklist

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

*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.

Circular

Caution ( Union Election Result_2019 + Market Volatility )
Description : Dear All, This is to inform you that on account of Union Election result & the Global Market scenario, Market would be highly volatile, as a result LKP has decided to take following measures for the clients taking exposure in F&O & Cash segment. As a prudent risk control measure, the following action has been taken for Equity/Derivative/Currency segment. ? Client having open position in FNO & Currency segment has to maintain required Margin (out of which 50% would be cash) along with this need to collect additional 5% additional margin ( depend upon exchange variation). ? Unclear cheque benefit will not be provided on day of election result. ? MTM has to be collected day to day basis. ? Standing limit won’t be considered in the system on the day of election result. ?

Other Downloads

BAJAJ (NRI) - FD
LIC HFL - FD Application Form
Mahindra FD Form
BAJAJ – FD FORM
NEOGEN CHEMICALS LIMITED IPO OFFLINE PACKAGE (ASBA)
HDFC DEPOSIT – FD FORM Trust Deposit
HDFC DEPOSIT – FD FORM Individual
POLYCAB INDIA LIMITED - IPO OFFLINE PACKAGE (ASBA)
PNB HOUSING FINANCE LIMITED – FD FORM
SHRIRAM – FD FORM
GARDEN REACH SHIPBUILDERS & ENGINEERS LTD - IPO OFFLINE PACKAGE
Bank Link Paynetz
Currency Derivative Segment
F&O Circular
SEBI Circular
HDFC SAVINGS ( TAXBALE ) BONDS 2018 NON CUM
HDFC SAVINGS ( TAXBALE ) BONDS 2018 CUM
Unauthenticated news policy
Annual Income updation format
SYSTEM AND PROCEDURES
SURVEILLANCE POLICY
MARGIN COLLECTION
LKP RMS POLICY
INVESTOR GRIEVANCE POLICY
INTERNAL CONTROL POLICY
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
Terms and Conditions for funds transfer via NEFT/RTGS
Online Client Software Change Request on LKP Web Portal - Instruction Manual
MUTUAL FUND KYC A - New Client Plus MF
MUTUAL FUND KYC B - Existing client
MUTUAL FUND KYC C - Only MF
How To Activate KYC
Rajiv Gandhi Equity Saving Scheme FAQ
Rajiv Gandhi Equity Saving Scheme
NOW Exe
KYC Registration Form
Policies and Procedure
Policy & Procedures on Money Laundering & Terrorist Financing
LKP – Business Associate Meet @ Malaysia
Portfolio Tracker
Policy on RMS
Policy on treating Dormant Accounts

Future And Option

No Future And Option Downloads Found

Electronic Contract Note Utilities

Electronic Contract Note Utilities Downloads Found

LKP Trader Dealer Setup

LKP Dealer Setup
LKP Trader Dealer Installation Manual

LKP TradeSmart@LKPBlue*

Tradesmart

ECN Utilities

Setup
Unmanageable AV Client Setup

FATCA-CRS Declaration

non_individuals comprehensive
non_individuals Brief
Individual comprehensive
Individual Brief

LKP Securities KYC

LKP Securities KYC

LKP Securities KYC Separate Booklet

LKP Securities KYC Separate Booklet

Vernacular Languages

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