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Distributor Empanelment Services
Distributor Empanelment
Multiple point presence (More than 20 locations)
AUM raised over Rs.100 Crore across industry in the non-institutional category but including high networth individuals (HNIs)
Commission received of over Rs.1 Crore p.a. across industry
Commission received of over Rs.50 Lakh from a single Mutual Fund
date
Note: Please enter details as per KYD (Know Your Distributor) details
Account Type*
IFSC Code* (for RTGS/NEFT)
No.of Investors Serviced

Products Offered

Services offered

Type of Investors

Business Model

AUM Managed
Crores
Crores
Crores


Name Designation Contact Email Id
Note: Enter details and click "+" to add more
date


ARN Card / AMFI / NISM Registration Certificate*


PAN Card Copy*


Original / Certified True Copy of Memorandum & Articles of Association / Partnership Deed / Trust Deed / Bye Laws / Incorporation Certificate etc.*


Original/Certified True Copy of Board resolution or original letter confirming that the organisation is authorised to undertake distribution of Mutual Funds*


Original/Certified True Copy of list of Authorised Signatories*


KYD Acknowledgement*


Cancelled cheque leaf*


Distributor Type
Distributor Type :
Personal Details
ARN No.:
Name:
E-Mail Id:
Mobile No:
Due-deligence Check
Multiple point presence (More than 20 locations):
AUM raised over Rs.100 Crore across industry in the non-institutional category but including high networth individuals (HNIs):
Commission received of over Rs.1 Crore p.a. across industry:
Commission received of over Rs.50 Lakh from a single Mutual Fund:
Contact Details
KYD compliant?
Date of Birth:
PAN:
Address:
Pincode:
City:
State:
Country:
Fax:
Website:
Business Status:
Bank Account Details
Account Type:
Account No:
Account Name:
Bank Name:
Pincode:
City:
IFSC Code:
MICR Code:
Business Details
No.of Branches:
No.of Sales Employee:
Total Exp. In Industry:
No.of Sub Brokers:
No.of Investors Serviced:
Products Offered:
Type of Investors:
Services Offered:
Business Model:
AUM Managed
Equity:
Debt:
Structured Products:
Others:
Particulars of Key Personnel
Name
Designation
Contact
Email Id
Nomination
Nominee:
Date of Birth:
Relationship:
Guardian's Name:
Address:
Upload Documents
Are you involved in any regulatory/statutory levies, fines, penalties and legal suits, customer compensation?
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(*Printed Name Electronic Signature)

Note: Your empanelment request will be subject to necessary due diligence by IAMI. IAMI reserves the right to not empanel without assigning any reason whatsoever.
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