Folio Consolidation Form - Prudential Mutual Fund

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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,
Contact Details (Mention your contact details here for easy communication):
wherein all folios to be consolidated - single folio no.):
Mobile No.
E-mail address
Declaration and Signatures:
I/We request ICICI Prudential 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
Name of the Second Unitholder
Second Unitholder
Name of the Third Unitholder
Third Unitholder
ACKNOWLEDGEMENT: FOLIO CONSOLIDATION FORM - ICICI PRUDENTIAL MUTUAL FUND
Receiver’s Signature & Seal
Source Folios for
Consolidation:
Target Folio
Number:

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