Investor Presentaiton
Nomination for Trading/Demat/Mutual Fund
Units
➤ Investor to get two options regarding nomination
GB
❖To provide nomination in the prescribed form up to three person along with
their percentage
❖ Opting out of nomination through prescribed declaration form
➤ Folios/Account to be freezed if none is opted till March 31, 2023
➤ Applicable for opening new Demat account and trading accounts on or after
October 01, 2021
➤ Applicable for investor subscribing to mutual fund units on or after October 01,
2022.
➤ For existing unit holder, AMC shall provide an option to submit
In case of physical option, the form shall carry the wet signature
In case of online option, AMC shall validate the form using e-Sign Or through
two factor authentication (2FA)
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