Edit, Download, and Sign the 360 ONE Common Application Form for Mutual Funds

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How do I fill this out?

To effectively fill out this form, start by gathering all necessary documents and information. Carefully read the instructions provided in each section. Complete the form with accurate details to avoid processing delays.

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How to fill out the 360 ONE Common Application Form for Mutual Funds?

  1. 1

    Read the instructions carefully before starting.

  2. 2

    Gather required documents like PAN, KYC details, and bank information.

  3. 3

    Fill out personal details in BLOCK LETTERS as specified.

  4. 4

    Double-check all entries for accuracy.

  5. 5

    Sign and date the form before submission.

Who needs the 360 ONE Common Application Form for Mutual Funds?

  1. 1

    First time investors in Mutual Funds who need guidance on the application process.

  2. 2

    Existing investors looking to update their personal or financial information in their folio.

  3. 3

    Distributors and brokers assisting clients in submitting the application.

  4. 4

    Guardians completing the application for minor applicants.

  5. 5

    Financial advisors seeking to facilitate investments on behalf of their clients.

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What are the instructions for submitting this form?

To submit this application form, please ensure that all required fields are duly filled. You may submit your completed form via email to service@360.one, or through your distributor. If submitting in person, visit any authorized branch of 360 ONE Asset Management to deliver your application directly.

What are the important dates for this form in 2024 and 2025?

Key dates for submissions will be provided by your mutual fund distributor. Typically, important dates revolve around fund performance reporting and investor communication timelines.

importantDates

What is the purpose of this form?

The purpose of this form is to facilitate the application process for investors interested in Mutual Funds managed by 360 ONE Asset Management. It collects essential data from investors to establish their profiles and preferences in fund allocation. Completing this form accurately is crucial for compliance and efficient processing of investment requests.

formPurpose

Tell me about this form and its components and fields line-by-line.

This application form comprises various fields necessary for providing personal, financial, and investment information. Each section is designed to collect specific data that aids in processing your investment. Ensuring accuracy in these fields is vital for a smooth application process.
fields
  • 1. Distributor Name & ARN No.: Identifies the distributor handling the investment.
  • 2. Application No.: Unique identifier for your application.
  • 3. First Unitholder/Guardian/POA: Details of the primary investor or guardian.
  • 4. Existing Folio No.: Current folio number for existing investors.
  • 5. Address & Contact Details: Required for communication and KYC verification.
  • 6. Bank Account Details: Information about the bank account for transaction purposes.
  • 7. Nomination Details: Information for nominating beneficiaries for mutual fund units.

What happens if I fail to submit this form?

Failure to submit this form correctly may result in delays in processing your investment request. Inaccurate or incomplete submissions can lead to rejection or additional inquiries. It is essential to follow instructions closely to avoid such issues.

  • Incomplete Information: Missing fields can lead to application rejection.
  • Incorrect Details: Errors in personal or financial details may cause processing delays.
  • Documentation Issues: Failure to attach required documents might hinder the application process.

How do I know when to use this form?

You should use this form when seeking to invest in Mutual Funds with 360 ONE Asset Management. This application is also necessary when making changes to existing investment details. Utilize this form to ensure that your investment preferences and personal information are accurately represented.
fields
  • 1. First-time Investment: Use this form when applying for a Mutual Fund for the first time.
  • 2. Updating Information: This form is needed when updating your personal or contact information.
  • 3. Nominating Beneficiaries: Utilize this form to specify nominees for your mutual fund investments.

Frequently Asked Questions

What is the purpose of this application form?

The application form is used for individuals and entities to invest in Mutual Funds through the 360 ONE Asset Management.

How do I fill out this application form?

To fill out the form, gather required information, read through instructions, and fill in all sections accurately.

Can I edit the form after downloading?

Yes, you can edit the PDF using our PDF editor before finalizing your submission.

How do I submit this application form?

You can submit the completed form via email, online upload, or in-person at designated offices.

What important documents do I need to complete this form?

You will need your PAN, KYC documentation, and bank account details for filling out the form.

Is there a fee associated with submitting this application?

Transaction charges may apply based on your distributor's policies.

How do I keep track of my application status?

You can inquire about your application status through the contact methods provided in the form.

Are there any deadlines for submitting this form?

Be sure to check for any specific deadlines relevant to your mutual fund investment.

What if I make an error on the form?

If you find an error, use the editing feature to correct it before submitting.

Who can assist me if I have questions about the application?

You can contact your distributor or a customer service representative for assistance.

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