Nomination Form - Reliance Mutual Fund Page 2
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1
2INSTRUCTIONS
As per SEBI regulation, you can assign a nominee to the invest-
F)
The cancellation of nomination can be made only by those
ment, to whome the amounts will be payable on death of the
individuals who hold units on their own behalf singly or
sole or all Unit Holders as the case may be.
jointly and who made the original nomination. On cancella-
tion of the nomination, the nomination shall stand rescinded
A) The nomination can be made only by individuals applying
and the asset management company shall not be under any
for/holding units on their own behalf singly or jointly. Non-
obligation to transfer the units in favour of the Nominee.
individuals including society, trust, body corporate, partner-
ship firm, Karta of HUF, holder of POA cannot nominate.
G) The maximum number of nominees shall be limited to 3
(three)
B) A minor can be nominated and in that event, the name
and address of the guardian of the minor nominee shall be
H) In the event of the Unitholders not indicating the percent-
provided by the Unit Holder. Nomination can also be in fa-
age of allocation/share for each of the nominees, the AMCs,
vour of the Central Government, State Government, a local
by invoking default option shall settle the claim equally
authority, any person designated by virtue of his office or a
amongst all the nominees.
religious or charitable trust.
I)
Nomination is mandatory for folios opened by individuals
C) The Nominee shall not be a trust (other than a religious or
with single mode of holding.
charitable trust), society, body corporate, partnership firm,
J)
Where a folio has joint holders, all joint holders should sign
Karta of Hindu Undividend Family or a Power of Attorney
the request for Nomination/cancellation of nomination,
holder. A non-resident Indian can be a Nominee subject to
even if the mode of holding is not “joint”
the exchange control regulations in force, from time to time.
K) Power of Attorney (POA) holder cannot sign the Nomination
D) Nomination in respect of the stands rescinded upon the
form.
transfer of units.
L)
Nomination is not allowed in a folio held on behalf of a
E)
Transfer of units in favour of a Nominee shall be valid dis-
minor.
charge by the AMC against the legal heir.
M) Nomination is maintained at the Folio level and not at the
Scheme level.
Corporate Office: Reliance Centre, 7th Floor South Wing,
Off Western Express Highway, Santacruz (East),
Mumbai - 400 055.
Tollfree: 1800-300-11111 |
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