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Declaration


The information and data contained in this Website do not constitute distribution, an offer to buy or sell or solicitation of an offer to buy or sell any Schemes/Units of Birla Sun Life Mutual Fund (BSLMF), securities or financial instruments in any jurisdiction in which such distribution, sale or offer is not authorised. In particular, the information herein is not for distribution and does not constitute an offer to buy or sell or the solicitation of any offer to buy or sell any securities or financial instruments in the United States of America ("US") and Canada to or for the benefit of United States persons (being persons resident in the US, corporations, partnerships or other entities created or organised in or under the laws of the US or any person falling within the definition of the term "US Person" under the US Securities Act of 1933, as amended) and persons of Canada.

By entering this Website or accessing any data contained in this Website, I/We hereby confirm that I/We am/are not a U.S. person, within the definition of the term 'US Person' under the US Securities laws/resident of Canada. I/We hereby confirm that I/We are not giving a false confirmation and/or disguising my/our country of residence. I/We confirm that Birla Sun Life Mutual Fund / Birla Sun Life Asset Management Company Limited (BSLAMC) is relying upon this confirmation and in no event shall the directors, officers, employees, trustees, agents of BSLAMC associate/group companies be liable for any direct, indirect, incidental or consequential damages arising out of false confirmation provided.

FAQs

  •   What are the consequences of being NON Compliant ?

    Suspension of AMFI Certificate. In case Self Declaration not submitted to AMC before the end of the financial year, or within 3 months from the start of next financial year then his brokerage will be suspended thereafter till submission.

  •   Where can I get more information on mutual funds?

    Most mutual fund companies have their website, where information related to all the mutual fund schemes is available. You can also log on to the official website of the Association of Mutual Funds in India (AMFI): www.amfiindia.com.
    To view information related to regulations and guidelines for mutual funds, addresses of mutual funds, etc. one can log on to www.sebi.gov.in and click on the ‘Mutual Funds’ section.

  •   How do I subscribe and redeem units of a mutual fund scheme on stock exchanges?

    In order to extend the convenience that investors in the secondary market have, to investors in Mutual Funds, SEBI has allowed Stock Exchanges to offer their existing infrastructure for subscribing and redeeming units of a mutual fund scheme.

    In accordance with the same, National Stock Exchange of India Ltd. offers Mutual Fund Service System (MFSS) and Bombay Stock Exchange Ltd. offers BSE Stock Exchange Platform for Allotment and Repurchase of Mutual Funds (BSE StAR MF) [collectively called as Stock Exchange Platform(s) for Mutual Funds] for transacting in certain schemes of Birla Sun Life Mutual Fund.

    For further details on trading through Stock Exchange Platform(s), you may refer to the following websites:

    http://www.nseindia.com/products/content/equities/mutual_funds/mfss.htm

    http://www.bseindia.com/about/BSEstarmf.asp

    All transactions carried out through the Stock Exchange Platform for Mutual Funds shall be subject to such guidelines as may be issued by NSE, BSE and also SEBI (Mutual Funds) Regulations, 1996 and circulars / guidelines issued thereunder from time to time, in this regard.

    Click here to view List of schemes on BSE STAR MF

    Click here to view List of schemes on MFSS

  •   Are there any additional services offered by the Mutual Fund for NRI’s?

    Yes. NRI’s are allowed access to Birla Sun Life’s Online Portfolio Management System.

    This free and 24/7 service allows investors to:

    - Track and manage their investment portfolio online
    - Transact Online – Additional Purchases, Switches and Redemptions
    - Download Account Statement
    - Post your queries & requests on email to a relationship manager

  •   Are there any specific procedures to be followed for making the investment on a repartiable/non repartiable basis?

    Untitled Document

    PURCHASES BY NRIs/FIIs
     
    Repatriation basis:
     
    Payments by NRIs/FIIs may be made by way of Indian rupee drafts purchased abroad or out of funds held in NRE/FCNR account or by way of cheques drawn on non-resident external accounts payable at par and payable at the cities where the Investor Service Centres are located.
     
    In case of Indian rupee drafts purchased and subscriptions through NRIs/FCNR account, an account debit certificate from the bank issuing the draft confirming the debit should also be enclosed.
     
    Non Repatriation basis:
     
    NRIs investing on a non repatriable basis may do so by issuing cheques/demand drafts drawn on Non-Resident Ordinary (NRO) account payable at the cities where the Investor Service Centres are located.
     
    REDEMPTIONS BY NRIs/FIIs
     
    Payment to NRI/FII Unit holders will be subject to the relevant laws / guidelines of the RBI as are applicable from time to time (subject to deduction of tax at source as applicable).
     
    In the case of NRIs :
     
    - Credited only to NRSR account of the NRI investor where the payment for purchase of Units redeemed was made out of funds held in NRSR account or
    - Credited, at the NRI investor's option, to his / her NRO or NRSR account, where the payment for the purchase of the Units redeemed was made out of funds held in NRO account or
    - Remitted abroad or at the NRI investor's option, credited to his / its NRE / FCNR / NRO / NRSR account, where the Units were purchased on repatriation basis and the payment for the purchase of Units redeemed was made by inward remittance through normal banking channels or out of funds held in NRE / FCNR account.
     

  •   Can NRIs invest in Mutual Funds? Do they require any special permission from the RBI?

    Non Resident Indians and Persons of Indian Origin residing abroad (NRIs) / Foreign Institutional Investors (FIIs) have been granted a general permission by Reserve Bank of India Schedule 5 of the Foreign Exchange Management (Transfer or Issue of Security by a Person Resident Outside India) Regulations, 2000 for investing in / redeeming units of the mutual funds subject to conditions set out in the aforesaid regulations

  •   How to Consolidate folios?

    Consolidation of Folios
     
     
    Consolidation of folios means merging multiple folios into one folio. The folios that are to be merged are called the Source folios and the folio into which all the folios are merged is called the Target folio.
     
    For consolidation of folios:-
     
    Investor has to submit a written request to consolidate the source folios into one target folio. The target folio would be one of the folios, amongst all the folio numbers of investor.
     
    Consolidation is processed, if the following conditions are matching against the given folios:-

    • Name of investor
    • Order of the investor
    • Mode of Holding
    • Tax status
    • Nominee same across folio
    • PAN Details to be same
    • Mode of Payment
    • Bank Account Type
    • Guardian's name(Minor Folio only)
     
    Below Criteria's are excluded from consolidation:-
     
    • CSIP Folio
    • Pledged folio
     
    Investor can opt for consolidation after giving a request to make changes as per the criteria's listed above.
     
    Post consolidation, target folio will have the complete details of the source folios.
     
    For transacting in future only master folio has to be quoted.
     
    To complete the consolidation, you may submit written request to our the nearest branch.
     

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The views, opinions and recommendations mentioned herein are those of the Investment Advisor alone and should not be construed as investment advice to any party and are not necessarily those of Birla Sun Life Asset Management Company Ltd.(BSLAMC) or any of their officers, employees, personnel, directors and further, BSLAMC / its subsidiaries / affiliates / sponsors / trustee or their officers, employees, personnel, directors make no representation or warranty, express or implied, as to the accuracy, completeness or reliability of the content and shall not be liable for any loss, damage, liability whatsoever for any direct or indirect loss arising from the use or access of such information.

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