How-to IAA form new folio

How to handle the Investment Account Application (IAA) form for MF

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Investment Account Application (IAA) is the foundational form for new MF folio creation. Combines investor identification, scheme selection, and payment instruction.

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Step-by-step procedure

See the procedure infobox above.

See also

External references

References

  1. SEBI (Mutual Funds) Regulations, 1996.
  2. AMFI Best Practice Guidelines on application forms.

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