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Distributor Empanelment Services
Distributor Empanelment
Note - Online ARN / EUIN Renewal – Effective July 1, 2022, it shall be mandatory for mutual fund distributors to renew their ARN / EUIN online only, through the AMFI Website. Click here to renew.
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
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
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ARN Card / AMFI / NISM Registration Certificate*
Mutual Fund Website


PAN Card Copy*
Mutual Fund Website


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*
Mutual Fund Website


Original/Certified True Copy of list of Authorised Signatories*
Mutual Fund Website


KYD Acknowledgement*
Mutual Fund Website


Cancelled cheque leaf*
Mutual Fund Website


Distributor Type
Distributor Type :
Personal Details
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ARN No.:
Name:
E-Mail Id:
Mobile No:
Due-deligence Check
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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
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KYD compliant?
Date of Birth:
PAN:
Address:
Pincode:
City:
State:
Country:
Fax:
Website:
Business Status:
Bank Account Details
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Account Type:
Account No:
Account Name:
Bank Name:
Pincode:
City:
IFSC Code:
MICR Code:
Business Details
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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
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Name
Designation
Contact
Email Id
Nomination
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Nominee:
Date of Birth:
Relationship:
Guardian's Name:
Address:
Upload Documents
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Are you involved in any regulatory/statutory levies, fines, penalties and legal suits, customer compensation?
You selected Yes! Please choose any one.
Please select checkbox.
Please accept terms & conditions.
(*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.

Terms & Conditions


Terms & Conditions

1. The statements made/information provided by the distributor in the Distributor Empanelment Form (‘Form’) and the declaration made therein read with these terms and conditions. (“Terms and Conditions”) shall be the basis of the contract between Invesco Asset Management (India) Private Limited (the “IAMI”) and the distributor agrees to be legally bound by the same. 5.17 The Distributor acknowledges that the investor shall have full right to approach Mutual Fund/ Asset India Management & its Registrar for any transaction or grievances irrespective of the terms of Power of Attorney issued by investor to the Distributor. The Distributor shall ensure that rights of investor are not restricted in any manner whatsoever.
2. In case of application by non-individuals, a certified true copy of the relevant resolution authorizing to undertake the activities of distribution of mutual fund units or a letter from the Chairman/MD/CEO/Authorised Persons confirming that the Organization has been authorized to undertake distribution of mutual funds along with a certified true copy of the Memorandum and Articles of Association/Bye-laws/Partnership Deed /Trust Deed /Society Registration Documents and Certificate of Registration and list of Authorised Signatories must be submitted. 5.18 The Distributor shall obtain and disclose the Employee Unique Identity Number (‘EUIN’).
5.19 The Distributor declares that there is no regulatory/ statutory levies, fines and / or penalties, legal suits, customer compensation made. The Distributor shall immediately notify the IAMI in writing if a ny of its personnel or any other person engaged by the Distributor has committed any act amounting to moral turpitude, financial irregularities or has been arrested by the police or has been relieved from the services/employment of the Distributor. Upon receipt of such notice from the
3. The IAMI and the Di stributor may, if they so desire, enter into a separate operational and service level agreement in connection with the distribution of the Schemes of Invesco Mutual Fund (The Mutual Fund). Distributor, the IAMI m ay suspend further business and payout of the commissions, etc. as it deems fit in the case.
5.20 The Distributor shall ensure that his/her personnel/representatives shall at all times conduct.
4. The appointment as the distributor will be at the sole discretion of the IAMI and will be subject to written confirmation by the IAMI. The agency of the distributor will commence on the date stated in the appointment letter issued by IAMI. themselves within the parameters of these Terms and Conditions and comply with and adhere to all applicable laws as specified in Clause (11) hereinabove and shall not commit or permit the commission of any offence; and in the event of any offence being committed, the Distributor shall be liable for all consequences thereof; and the IAMI shall n ot be directly or vicariously liable for the same.
5.21 The Distributor agrees and understands that IAMI shall consider the signature on the PAN card to verify the signatures on all future non-financial requests (including but not limited to change of bank account, updation/change in nominee etc). In the event of a mismatch, IAMI reserves the right to reject such a request at its sole discretion.
5. DISTRIBUTOR’S DECLARATIONS, REPRESENTATIONS & UNDERTAKINGS:
5.1 The Distributor shall abide by these Terms & Conditions and rules in force and the changes in the terms & conditions from time to time. 6. APPOINTMENT OF SUB-DISTRIBUTORS
6.1 The Distributor may appoint any number of sub-distributors as it deems fit and necessary,
5.2 The Distributor shall comply with instructions and directions as may be specified by Invesco Asset Management (India) Pvt. Ltd. ( the “IAMI”) f rom time to time.
5.3 The Distributor hereby agrees to comply with the provisions of Securities and Exchange Board of India (Mutual Funds) Regulations, 1996 (“SEBI Regulations”) as amended from time to time and with circulars/guidelines issued by SEBI/AMFI from time to time including but not limited to regulations / guidelines on advertisements / sales literature, adhere to code of conduct and best practices		 provided however that each such sub-distributor appointed by the Distributor shall have all the necessary qualifications, approvals or licenses required to act in such capacity and the IAMI, the Trustees or the Mutual Fund do not object to the same. The Distributor shall be strictly responsible for the acts and omissions of the sub-distributors. Further, the Distributor shall indemnify the IAMI, the Trustees and the Mutual Fund for any and all costs, expenses, losses and damages that they may incur due to the negligence, wilful default or fraud or any other act or omission of the sub-distributor.
prescribed for intermediaries of Mutual Fund by Association of Mutual Funds in India (“AMFI”)/ SEBI.
5.4 The Distributor, personnel, sub-agents and representatives of the Distributor engaged in sales and marketing of the units of the Schemes of Invesco Mutual Fund must be certified and registered		 6.2 The Distributor shall be responsible for supervising the activities of such sub-distributors appointed by it and shall be responsible to ensure that each sub-distributor shall act at all times in compliance with all applicable laws and rules.
with AMFI and must hold a valid AMFI/NISM Certificate as required by SEBI. The Distributor undertakes to provide a declaration to the above effect to the IAMI / I nvesco Mutual Fund / Trustee as 6.3 The IAMI will n ot be responsible for payment of any compensation or brokerage to subdistributors and any payment to such sub-distributors shall be the sole responsibility and liability of the Distributor.
and when requested. In addition, the IAMI / Invesco Mutual Fund / Trustee shall have the right to obtain copies of AMFI Certificates of all personnel, sub-brokers(s) and representative(s) of the distributor engaged in sales and marketing of the Schemes of Invesco Mutual Fund and they shall forthwith be required to furnish the same.
5.5 The Distributor undertakes to provide self certification in the prescribed format certifying with the Compliance with the provisions of SEBI Circulars/Guidelines, adherence to the code of conduct, as prescribed by SEBI/AMFI and fulfilling the minimum prescribed criteria regarding number of investors and average assets under management at the end of each financial year or such other frequency as may be specified from time to time, to the IAMI . The IAMI reserves the right to suspend the brokerage till the time of receipt of the Certificate.		 7.1 The Distributor, fulfilling the empanelment criteria as per the Code of Conduct and best practices for the intermediary prescribed by SEBI and AMFI, will be entitled to receive brokerage/commission on the amounts mobilized by him at the rate(s) prescribed by IAMI f rom time to time. However, the Distributor shall not be entitled to receive the commission on the investments made in his/her/its own name. The rate(s) are subject to revision, from time to time, at the discretion of the IAMI and the di stributor shall be bound by such changes. The brokerage/commission paid/payable to the Distributor, shall be inclusive of any tax, service tax, costs, charges and expenses incurred by the distributor in connection with the agency and shall be paid to the Distributor only after deduction of the applicable taxes at the applicable rate(s) in force from time to time.
5.6 The Distributor shall not issue any receipt for cheques and/or demand drafts received alongwith the application form on behalf of the IAMI . The Distributor shall at no point of time receive/accept cash from the investor on behalf of IAMI / Invesco Mutual Fund. 7.2 The Distributor shall not have any claim against the IAMI /Invesco Mutual Fund/ Trustee for any loss incurred by him/her as not anticipated and arising out of any revision in the rate(s) of commission/brokerage for business canvassed /funds mobilised.
5.7 The Distributor shall not in any way indulge in any activity which tantamounts to rebating of commission/brokerage to investors or shall not induce the investors to invest in the Schemes of the Mutual Fund by assuring gifts, benefits or rebating of commission. Distributor assumes 7.3 In case the Distributor receives any fee which is not due or payable to the Distributor, the Invesco Mutual Fund / IAMI /Trustee shall be entitled to recover or adjust all such amounts wrongly paid to the Distributor.
responsibility for complying with all federal, state and local statutes, ordinances or codes that may apply to the performance of services under this agreement.Without limiting the foregoing, Distributor specifically agrees that Distributor will not, in performance of services, directly or indirectly, promise, 7.4 In case of non-compliance of any of the terms and conditions mentioned herein and non-compliance of SEBI/AMFI guidelines as may be specified from time to time, the IAMI reserves the right to suspend further business and payment of commission, etc., until the compliance with the same.
offer or make payment in money or anything of value to any government official, agent or employee of a government, or their families, or any other person, with the intent to induce favorable business 7.5 In case of termination of the agency as mentioned herein, the IAMI is n ot liable to pay any trail commission(s) on the funds mobilized by the Distributor after the termination of agency.
treatment with respect to the performance of services under this agreement. Distributor shall have total and complete responsibility for the acts and omissions of their employees, agents, subvendors, and consultant with respect to services under this agreement. Distributor shall indemnify, defend and hold harmless Invesco Asset Management (India) Pvt. Ltd.and its affiliates, shareholders, 7.6 The nominee of individual distributor will receive trail commission on business done before the demise of the distributor holding ARN card, provided the distributor has complied with the terms & conditions of empanelment. Incase of any payment made between the period of actual date of demise and date of intimation of demise, the amount paid shall be recoverable from the nominee.
directors, officers, employees, vendors, agents and other representatives from and against any and all demands, claims, actions, causes of action, proceedings, assessments, losses, damages, liabilities, settlements, judgments, fines, penalties, interest, cost and expenses (including fees and disbursements of counsel) arising from or relating to any actual or alleged action undertaken by Distributor in contravention of the above 7.7 The IAMI shall p ay commission/brokerage only through direct credit in the bank account as per details specified by the distributor in the Empanelment Form. However, if the distributor is not keen on availing this facility and prefer receiving cheques / demand drafts, he can request the IAMI for the same through a duly signed letter.The IAMI would then ensure that the payouts are effected by sending the cheque / demand draft. In case of unforeseen circumstances, the IAMI reserves the right to issue a demand draft / payable at par cheque towards commission/brokerage payouts.
5.8 The Distributor undertakes not to use any unethical means to sell, market or induce any investor to buy units of schemes of Invesco Mutual Fund.
5.9 The distributor agrees to use only such latest Scheme Information Document(s), Statement of Additional Information(s), Key Information Memorandum(s) containing applications forms and		 8 LIABILITIES AND INDEMNITIES:
The Distributor shall indemnify and hold harmless the Invesco Mutual Fund, the Trustee, the IAMI and i ts affiliates, its sponsors, successors in interest and permitted assigns against all claims, losses, costs, damages which they might incur/suffer as a result of:
advertising material provided by IAMI and the di stributor shall not design his/her own advertisement/ marketing material of the Scheme(s) of Invesco Mutual Fund unless it has obtained prior written approval from the IAMI. I. Any unauthorized, misleading, false or inaccurate information, documentation, literature or representation relating to the Invesco Mutual Fund or its schemes or the IAMI, which is made, i ssued or given by the Distributor (unless the information, documentation and/or literature etc. has been provided or otherwise approved by the IAMI),
5.10 The Distributor, his personnel/ sub-agents agree to read and understand the Scheme Information Document(s), Statement of Additional Information(s) and any addendum / notice issued thereto of the respective scheme(s) carefully and explain the market risks, investment risks, investment objectives, and the special features of the schemes to the investors. II. The negligence, fraud or wilful misconduct of the Distributor, or its employees, agents, representatives, affiliates.
III. Breach of any of the terms, conditions, declarations, representations, undertakings and warranties or other provisions hereof, on the part of the Distributor or its employees, agents and representatives
The distributor must not make any representation concerning Units or the Mutual Fund except those contained in the Scheme Information Document(s) of the respective scheme(s), the Key Information Memorandum containing Application Forms and printed information issued by the IAMI as information supplemental to such documents. IV. Any act or omission not being in accordance with the SEBI (Mutual Funds) Regulations or any rule, regulation, circular or notice issued by the Regulatory Authorities
V. Any and all actions, suits, proceedings, assessments, settlement, arbitration judgements, cost and expenses, including attorneys’ fees, resulting from any of the matters set forth above.
5.11 The Distributor shall not use the name or any logo or mark of the Invesco Mutual Fund, the IAMI or of any associated company of the IAMI in a ny manner whatsoever except as expressly agreed in advance in writing by the IAMI and under no ci rcumstance after termination of appointment. 9. TERMINATION:
9.1 IAM shall have the right to terminate the registration of the Distributor without any prior notice and without assigning any reason for termination.
5.12 The Distributor shall be responsible for providing the Foreign Inward Remittance Certificate or the certificate evidencing the subscription by way of debit to the Non-Resident External/Foreign Currency Non-Resident account of any non Resident Indian / overseas corporate bodies, if allowed by applicable law and regulation, within five Business Days from receiving credit to the Mutual Fund’s account. 9.2 Distributor shall have the right to terminate the registration by giving 10 days written notice to IAM.
9.3 The registration of Distributor will automatically terminate without any notice from IAM if the Distributor is disqualified from acting in the capacity contemplated herein or requisite Regulatory/Government authorization is withdrawn.
5.13 The Distributor shall not withhold placing investors’s order for the purchase/redemption of the Units so as to profit itself as a result of such withholding; 9.4 Courts in Mumbai, India will have exclusive jurisdiction over any dispute arising between the parties in relation to this empanelment.
5.14 The Distributor shall comply with all the statutory and other applicable requirements relating to anti money laundering (“AML”) and/or “Know Your Client” (“KYC”) guidelines issued and amended from time to time by any of the regulatory bodies in India. In addition to the aforesaid, the IAMI m ay require the Distributor to follow additional KYC guidelines specified by it. The Distributor shall not be absolved of its liability if an application has been accepted by the IAMI without the ne cessary documentation and the Distributor shall be bound to provide to the IAMI /Mutual Fund all necessary documents in relation to the customer’s application.
10. In respect of all disputes arising under this empanelment, the courts in Mumbai alone shall have jurisdiction.

11. If E-mail and Mobile number is available in the CDMS data feed then the same would be overwritten from the existing details.
5.15 The Distributor acknowledges that SAI and SIDs are intended to be circulated and the Unit(s) are intended to be offered only to resident Indians, non-resident Indians (other than NRIs residing in USA and Canada), persons of Indian origin, subject to the applicable laws and regulations of any Indian or foreign regulatory authority. The Distributor further acknowledges that SAI and SID(s) / or the Unit(s) have not been registered under any laws other than the laws of India and may not be eligible or qualified for circulation or subscription outside India. The Distributor agrees that, except as specifically advised in writing or as described in SAI and SID of a Scheme of the Mutual Fund, no action will be taken in any jurisdiction by the Distributor that will permit an offering, including public offering, of units or possession or distribution of SAI and SIDs of the Mutual Fund in any jurisdiction outside of India.

5.16 The Distributor shall disclose all the commissions (in the form of trail commission or any other mode) payable to them for the different competing schemes of various mutual funds from amongst which the scheme is being recommended to the investor.
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Regional Sales Contacts

You can get in touch with our Regional Representative in your region; to get your queries and servicing issues addressed. You can be assured of a prompt and personalized fulfillment of your requirements ranging from information servicing to distribution support.

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If you want our Relationship Manager to contact you, then please leave your details here:

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Tools & Calculators

This section contains a variety of interactive tools and calculators that can help you plan your financial future. It mainly aims at reducing your constraints to negligible proportion by providing you with easy-to-use and hassle-free calculative feasibility.

Risk Profiler

Risk Profiler

Assess your financial risk appetite with this simple Risk Assessment tool. Click here


Elss Tax Saving Mutual Funds

Financial Goals

Saving diligently every month! Click here to know how much it adds to your future kitty.

Become a crorepati

Crorepati

Pondering what it takes to become a Crorepati? Click here to gauge your way to the Crorepati league.

Earn with Mutual Fund Investment

Want to be a millionaire

Don’t just dream, but be a millionaire. Click here and chalk out your own path.


Email Updates

Register yourself for our regular email updates. Please select the email services you would like to receive, by selecting the options below:

Fund NAVs
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Transact Online URL

The Transact Online URL facility allows the investors (both existing and first-time) to invest in our schemes through the Invest Online website. If your client invest through this URL, then he doesn’t have to fill the ARN code. The ARN code gets captured automatically in the application form. It will also ensure that the transaction gets mapped to your ARN code and you receive credit for the same.

Please fill the following information in order to mail you the ARN mapped Online URL. You can send the URL to your clients and place it on website also.

  • Registered Name:
  • Contact No.
  • EUIN.
  • Email Id:
  • ARN Code:

Co-branded One Pager

If you need the co-branded one pager for your clients, then please provide the following information.

  • Registered Name:
  • Contact No.:
  • ARN Code:
  • EUIN Code:
  • Email Id:
  • Address:
  • Select a fund:

Co-branded Emailer

If you wish to send the co-branded emailer of our schemes to your clients, then please provide the following information. We will send the emailer on your email id.

  • Registered Name:
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  • Select a fund:
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  • Logo file:
  • (upload the logo file in the eps / cdr / ai format)

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