Investors who are yet to open a CAN but already have a folio in a Mutual Fund participating in MFU, will also be able to get the benefits of using MFU Transaction Forms.
Investors will have to download the relevant Folio Transaction Forms (FTF) for this purpose.
Choosing to transact using a FTF, you get the convenience of transacting in multiple schemes of a single Mutual Fund and the flexibility of submitting the forms in any of the MFU Points of Service (POS), irrespective of the RTA who is servicing the Fund.
MFU permits three (3) different types of Folio based transactions.
| For multiple purchase transactions in schemes of a single Mutual Fund, download this form
|
FTF-Purchase
|
| For multiple redemption
transactions in schemes of a single Mutual Fund, download this form
|
FTF-Redemption |
| For multiple switch
transactions between schemes of a single Mutual Fund, download this form
|
FTF-Switch |
|
Where payments are made by a third party for the investments, download and submit this form along with the Purchase / SIP transaction form
|
Third Party Declaration
|
The duly filled and signed forms should be submitted at any of the MFU Points of Service (POS) or sent to the MFU Office at Thane.