Quantum Mutual Fund KYC Norms

The New Year has started on a new note with some changes in the KYC (Know Your Customer) norms.

So, if you have already completed the KYC compliance process before 1st January 2012, then you can relax your shoulders and iron out the crease on your forehead. No further action is required from your end and you can continue to use the KYC acknowledgment issued to you by CVL (CDSL Ventures Ltd) for mutual fund investments. However, for investments in securities market through any SEBI registered intermediary other than mutual funds, you will have to follow the new KYC procedure.

If you haven’t yet completed the process or are a first time investor for mutual funds, then refer to this table to check what needs to be done.

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So if you happen to fall in the New Investor category, then given below is the revised KYC procedure that you would need to follow:

*Revised KYC Procedure

Fill up the revised KYC Application Form:

• Changes have been made in the previous KYC application form to capture additional information from the investors. The new forms are available on our website www.Quantum MFcom
• Complete the “In-Person Verification” (IPV) :If you are a mutual fund investor, you can approach the AMC (where you would like to invest), your Scheduled Commercial bank or your Distributor who is KYD compliant to carry out the IPV for you.

We would be happy to help you with your KYC procedure. However, in line with Demat and Bank account opening processes, your KYC application and necessary documents should either come along with a financial transaction or when a relevant account is opened. For any further details you could always speak with us on 1800-22-3863.

Well, in case you are KYC compliant, there’s really nothing that you need to do further, and hence it might just be a good time to begin investing now. Click here to visit our complete paperless Invest Online section.

As always, we look forward to your feedback, which you could send to
CustomerCare@QuantumAMCcom

On that note, we hope that the year ahead brings you good luck and gives us many more reasons to serve you better.

Taking care of your investments,

Meera Shetty
Head - Investor Relations
Quantum Asset Management Company Pvt Ltd

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