Friday, May 24, 2019
Consumer Buying Behaviour Towards Branded Milk Essay
Common application cast of characters for income schemesUTI Bond Fund UTI Floating Rate Fund STP(An open terminate axenic debt fund) The harvest-feast is sufficient for investors who are seeking* l Regular returns for long-term l Investment predominantly in medium to long term debt as well as money grocery store instruments l rugged peril (Blue)(An open-ended Income Scheme) The product is suitable for investors who are seeking* l Regular income all over short-term lUTI Credit Opportunities FundInvestment in floating rate debt / money market instruments, fixed rate debt / money market instruments swapped for floatingratereturn Low risk (Blue)(An open-ended Income scheme) The product is suitable for investors who are seeking* l Reasonable income and capital penchant over long-term l Investment in debt and money market instruments across different maturities & credit rating l Low risk (Blue)UTI Gilt Advantage Fund LTP(An open-ended Gilt Scheme) The product is suitable fo r investors who are seeking* l long credit risk free return lUTI Dynamic Bond Fund(An open ended income scheme) The product is suitable for investors who are seeking* l Optimal returns with adequate liquidity over medium-term l Investment in debt/ money market instruments l Low risk (Blue)Investment in sovereign securities issued by the Central Government and/ or a State Government and / or whatever protective cover unconditionally guaranteed by the Central Government and / or a State Government Low risk (Blue)UTI G-SEC STPUTI Fixed Maturity Plan(An close-ended umbrella Income Scheme comprising of several Investment Plans) The product is suitable for investors who are seeking* l Regular income for short term l Investment in Debt/money Market Instrument/ Govt. Securities l Low risk (Blue) 1(An open-ended dedicated gilt fund) The product is suitable for investors who are seeking* l oblivious term credit risk free return . lInvestment in Central Government Securities, treasury Bills, Call Money and Repo Low risk (Blue) Please read overleafJuly 1, 2013UTI Liquid Cash Plan(An open-ended income scheme) The product is suitable for investors who are seeking* l Steady and reasonable income over shortterm with capital preservation. l Investment in money market securities & high quality debt lLow risk (Blue)UTI Monthly Income Scheme(An open-ended debt orientated scheme) The product is suitable for investors who are seeking* l Regular income over medium-term l Investment in equity instruments (maximum-15%) and fixed income securities (debt and money market securities) l Medium risk (Yellow)UTI Mahila Unit scheme(An open-ended debt oriented scheme) This product is suitable for investors who are seeking* l Reasonable income with moderate capital appreciation over a long-term horizon l Investment in equity instrument (maximum-30%) and debt/ money market instruments l Medium risk (Yellow)UTI hornswoggle Term Income Fund(An open-ended income scheme) The product i s suitable for investors who are seeking* l Steady and reasonable income over short-term l Investment in money market securities/ high quality debt l Low risk (Blue)UTI MIS-Advantage Plan(An open-ended income scheme) The product is suitable for investors who are seeking* l Long-term capital appreciation and regular income over medium-term l Investment in equity instruments (maximum-25%) and fixed income securities (debt and money market securities) l Medium risk (Yellow)UTI Treasury Advantage Fund(An open-ended Income Scheme) The product is suitable for investors who are seeking* l Capital preservation and liquidity for short-term l Investment in quality debt securities/ money market instruments l Low risk (Blue)UTI Money Market Fund(An open-ended Money Market Mutual Fund) The product is suitable for investors who are seeking* l Current income consistent with preservation of capital over short-term l Investment in short-term money market securities l Low risk (Blue)UTI Unit Sche me for Charitable & Religious Trusts & Registered Societies (UTI-C.R.T.S)(An open-ended income scheme) The product is suitable for investors who are seeking* l Regular income over long-term l Investment in equity instruments (maximum-30%) and debt/ money market instruments l Medium risk (Yellow)*Investorsshouldconsulttheirfinancialadvisersifindoubtaboutwhethertheproductissuitableforthem. zero(prenominal)e Risk is represented as (BLUE) Investors earn that their nous will be at low risk (YELLOW) Investors understand that their principal will be at medium risk (BROWN) Investors understand that their principal will be at high riskCOMMON APPLICATION FORM FOR INCOME SCHEMESPLEASE FILL IN ALL COLUMNS IN CAPITAL garner ONLYPLEASEUSESEPARATEFORMFOREACHSCHEMESr. none 2013/Registrar Sr. No. (PLEASEREADINSTRUCTIONSCAREFULLYTOHELPUSSERVEYOUBETTER) allocator INFORMATION (only empanelled Distributors/Brokers will be permitted to distribute Units) (refer instruction h) ARN NameofFinancialAdviso r SubARNCode SubCode/ Bank Branch Code MOCode EUINo. UTI RM No.BDA / CA CodeARN 11770E020436UpfrontcommissionshallbepaiddirectlybytheinvestortotheAMFI/NISMcertifiedUTIMFregisteredDistributorsbasedontheinvestorsassessmentofvariousfactorsincludingtheservicerenderedbythedistributor. I/We confirm that the EUIN box is intentionally left blank by me/us as this is an execution-only transaction without any interaction or advice by the distributor personnel concerned or notwithstanding the advice of in-appropriateness, if any, provided by such distributor personnel and the distributor has not charged any consultive fees for this transaction. ( PleasetickandsignbelowwhenEUINboxisleftblank)(referinstructionv).Signature of 1st Applicant / GuardianSignature of 2nd ApplicantSignature of third ApplicantTRANSACTION CHARGES TO BE PAID TO THE DISTRIBUTOR (Please tick any one of the below) (Refer Instruction i) Existing Unit Holder information IAMAFIRSTTIMEINVESTORINMUTUALFUNDS 150willbedeductedas transactionchargesperSubscriptionof 10,000and higher up ORScheme NameIAMANEXISTINGINVESTORINMUTUALFUNDS 100willbedeductedastransactionchargesperSubscriptionof 10,000andaboveFolio Number applierS PERSONAL DETAILS F I R L S A T SM/s. M m I m D y D y L y E y* Denotes Mandatory FieldsName of First Applicant / other(a) Mentally Handicapped Persons (for UBF / MIS) and Adult Female Persons (For MUS) (as appearing in ID proof given for KYC)Date of BirthMandatory for minorsFirst Applicants terminus (Do not repeat the name) Name & divvy up of resident relative in India(forNRIs)(P.O.BoxNo.isnotsufficient) Village/Flat/Bldg./Plot* Street/Road/Area/ government agency City/Town* State Pin**PAN OF 1st APPLICANT (whose particulars are furnished in the form) EnclosedAADHAR CARD NO.Know Your node (KYC)* Acknowledgement Copy Please ()PAN Card CopyOVERSEAS ADDRESS (Overseas address is mandatory for NRI / FII applicants in addition to mailing address in India) City* State Country* Zip/Pin* Mr. Ms. M rs.NAME IN FULL OF THE FATHER (OR) MOTHER/ GUARDIAN (If Minor)$ / Contact Person And Designation For institutional Applicants / Alternate Applicant ( incase of UBF / MIS / MUS)Proof of date of birth and proof of relationship with minor to be attached or else sign the declaration on the reverse ( Refer instruction f).OPTION FOR DESPATCH OF STATEMENT OF ACCOUNTApplicants address (for NRIs) At my Overseas address as mentioned above / To be despatched to my resident relatives address in India as given aboveDETAILS OF OTHER APPLICANTS Name of 2nd Applicant F I R *PAN of 2nd Applicant Name of 3rd Applicant F I R *PAN of 3rd Applicant stipend DETAILSCheque/DD/NEFT/RTGS Ref. No. / Unique Serial No. (For Cash) Account No. Date Bank Branch Amt. in words Amt. of investment (i) DD Charges if any (ii) Net amount paid (i-ii) Please mention the application No. on the reverse of thecheque/DD,NEFT/RTGSadvice.Cheque/DD must be drawn in favour of TheNameoftheScheme & go across A/cPayeeOnly Investm ent amount shall be Rs. 2 lacs and above in case of payments through NEFT / RTGS.BANK PARTICULARS OF 1ST APPLICANT (MandatoryasperSEBIGuidelines) Bank Name Address City Account type (please ) Account No. Savings Current Pin* NRO NRE Branch MICR Code (thisisa9-digitnumbernexttoyourchequenumber) IFS Code (this is a 11-digit number)Received from Mr / Ms / M/s An application under alongwithCheque/DDNo.$ /Cash Drawnon(Bank) for (infigures) $ Cheques and drafts are subject to realisation.ACKNOWLEDGEMENT (TobefilledinbytheApplicant)datedSr. No. 2013(scheme name)StampofUTIAMCOffice/ Authorised Collection CentreINVESTMENTDETAILS(ForDIRECT computer programPleasetickhere UTI-BOND FUND UTI-MAHILA UNIT SCHEME UTI-CREDIT OPPORTUNITIES FUND UTI-MONTHLY INCOME SCHEME&tickScheme,Plan/Optiongivenbelow)(Referinstructionj) UTI-CRTS UTI-DYNAMIC BOND FUND Dividend Payout UTI-G-SEC FUND-(STP) yieldDividendReinvestment(DefaultGrowthOption)UTI-FIXED MATURITY PLAN Yearly serial publication (YFMP) HalfYearly Series(HFMP) Quarterly Series (QFMP) Regular Plan Growth Dividend Payout Dividend Reinvestment (Use separate form for each series) Cheque/DDshouldbedrawninfavourofUTI-FixedMaturityPlanYFMP(mm/yy)/HFMP(mm/yy)/QFMP(mm/yy-PlanNo.)(DefaultGrowthOption) UTI-FLOATING RATE FUND (STP) Regular Plan UTI-GILT ADVANTAGE FUND-LTP UTI-LIQUIDCASHPLAN- Institutional UTI-MIS-ADVANTAGE PLAN UTI-MONEY market FUND Institutional Plan UTI-SHORT TERM INCOME FUND Institutional Option UTI-TREASURY ADVANTAGE FUND Institutional Plan Unitholding Option Growth everyday Div.Reinvestment WeeklyDiv.Reinvestment FlexiDividendPayout FlexiDividendReinvestment(DefaultGrowthOption) Growth Plan Dividend Plan Payout DividendPlanReinvestment(DefaultGrowthPlan) Growth MonthlyReinvestment Growth Plan FlexiDividendPlanPayout Daily Div. Reinvestment WeeklyDiv.Reinvestment Monthly Payout (DefaultDailyDiv.Reinvestment) (Default Plan Growth Plan)Monthly Div. Plan Payout FlexiDividendPlanReinvestmentMonthly Div. Plan Reinves tment Monthly recompense PlanGrowth Daily Div. Reinvestment WeeklyDiv.Payout WeeklyDiv.Reinvestment(DefaultGrowthOption) Growth Sub Option Growth Quarterly Div. Payout Div Payout Sub Option Div. Reinvestment Sub Option (DefaultDiv.ReinvestmentSubOption)WeeklyDiv.Payout WeeklyDiv.Reinvestment Monthly Div. Payout Monthly Div. Reinvestment Daily Div. Reinvestment Quarterly Div. Reinvestment Annual Div. Payout Annual Div. Reinvestment Bonus Option (DefaultDailyDiv.Option) PhysicalMode (AvailableunderallschemeexceptUTI-CRTS,UTI-MUS&UTI-FMP)Demat ModeDEMAT ACCOUNT DETAILS (Please ensure that the sequence of names asmentioned in the application form matches with that of the account held with any one of the Depository Participant. Demat Account details are compulsory if demat mode is opted above National Depository Name ______________________________________ Securities Depository DP ID No. Limited Beneficiary Account No. Enclosures Client Master List (CMl) Central Depository Securities Li mited Depository Name _______________________________________________________ Target ID No.TransactioncumHoldingStatementDelivery Instruction Slip (DIS)FRIEND IN NEED DETAILS (refer instruction k) In case UTI MF is unable to communicate with me/us at my / our registered address, I / we authorize UTI MF to correspond with the following person to ascertain my/our updated contact details. Name AddressRelationship with the applicant (optional) Annual Income of First someone Applicant (Please () STATUS Company Sole Proprietorship Society Body Corporate OthersEmail 5Lacs-15Lacs-25Lacs OCCUPATION Business Student Agriculture Self-employed Others everyday INFORMATION Please ()whereverapplicableResident Individual Minor through guardian HUF Partnership Trust AOP BOI FII NRI MODE OF HOLDING Anyone or survivor Joint individual First holder or Survivor (for UTI MUS) MARITAL STATUS Unmarried Married Wedding D D M M Anniversary pro Housewife Retired ServiceNOMINATION DETAILS (Please )(please signifyoudonotwishtonominate) Name and Address of Nominee Name Date of Birth d d m m y (in case of nominee is a minor) Address with pin codeI/WeherebynominatetheundermentionedNomineetoreceivetheamountstomy/ourcreditintheeventofmy/ourdeath.I/Wealsounderstandthatallpayments and settlements made to such Nominee and signature of the Nominee acknowledging receipt thereof, shall be a valid discharge by the AMC /Mutual Fund / Trustee.To be furnished in case nominee is a minor Name of the guardianAddress of guardian Signature of Nominee / guardian (for minor)Sign. hereInvestorswhowishtonominatetwoorthreepersonsmayfillintheseparateformprescribedforthesameandattachitwiththisapplicationform. I/WedonotwishtonominateSignature of 1st Applicant / GuardianSignature of 2nd ApplicantSignature of 3rd ApplicantDECLARATION AND SIGNATURE OF APPLICANT/slI/WehavereadandunderstoodthecontentsoftheSchemeInformationDocument,StatementofAdditionalInformationandKeyInformationMemorandum,addendaissuedtilldateandapp lytotheTrusteeofUTIMutualFundas indicatedabove.I/Weagreetoabidebythetermsandconditions,rulesandregulationsoftheschemeasonthedateofinvestment.I/Weundertaketoconfirmthatthisinvestmenthasbeendulyauthorisedbyappropriateauthorities in terms of all relevant documents and procedural requirements. lI/Wehavenotreceivednorbeeninducedbyanyrebateorgifts,directlyorindirectlyinmakinginvestments.lI/WeherebyauthorizeUTIMF/UTIAMCtosharemy data furnished in the Form to my distributor and other service providers of the UTI MF for the purpose of servicing, issue of account statement/consolidated statement of account etc and cross selling of
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