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We wish to inform you that SEBI has introduced some changes in guidelines on Know Your Client (KYC) norms. This step has been taken to make the KYC process investor friendly and to make it uniform across various SEBI regulated intermediaries in the securities market viz. Mutual Funds, Portfolio Managers, Depository Participants, Stock Brokers, Venture Capital Funds, Collective Investment Schemes, etc.Depository Participants, Mutual Funds, Stock Brokers, Portfolio Managers, etc. These changes aim to eliminate duplication of KYC process across these intermediaries and will make investing more investor friendly.
Thus KYC registration is being centralized through KYC Registration Agencies (KRAs) registered with SEBI. With this Eeach investor has to undergo KYC process only once in the securities market and the details would be shared with other intermediaries by the KRAs.
Mutual funds are required to formulate and implement a customer identification program as well as verify and maintain records of the identity and address(es) of investors in accordance with the Prevention of Money laundering Act, 2002 ('PMLA'), the rules issued there under from time to time and the guidelines/circulars issued by SEBI.
Documents required to be submitted along with KYC application:
Key Changes in the KYC norms for Mutual Funds with effect from 1st January 2012:
What do an investor needs to do?
In case of Individuals, missing/not available details are as follows:
In-Person Verification (IPV) The individuals can use the 'KYC Details Change Form' available in the forms section. (b) In case of Non Individuals, KYC needs to be done afresh due to significant and major changes in KYC requirements. For more details on KYC, investors can also visit http://www.cvlkra.com/
Mutual Funds investments are subject to market risks, read all scheme related documents carefully.
Asset Management Company
SBI Funds Management Private Limited (A joint venture between SBI & AMUNDI). Trustee Company: SBI Mutual Fund Trustee Company Pvt. Ltd.
Prescribed Documents (PAN Mandatory)
For individual Investors Proof of Identity:
Proof of Address (any one of the following):
Proof of address (HUF)
Non individuals (PAN Mandatory) Companies / Bodies Corporate (Certified copy of the following):
Partnership firms (Certified copy of the following):
Trusts, foundations, NGO's Charitable Bodies, Clubs/Mutual Fund Schemes (Certified copy of the following):