Transact through email

Under this facility, all existing Unit holders with folios can submit transactions through their registered email ID to a designated email ID of the Fund which is

The maximum file size of the attachment : 2MB File format: PDF or JPG

• Financial Transactions
  • Additional Purchases (payment through electronic fund transfer only)
  • Redemptions (payout to default/ registered bank mandate only)
  • Switches including requests for change in Plan/ Option/ Facility
  • Lien Invocation
• Non-Financial Transactions
  • Consolidation of folios (provided bank mandate is the same in all folios)
  • Cancellation of Systematic Registrations such as Systematic Investment Plan (SIP), Systematic Transfer Plan (STP) and Systematic Withdrawal Plan (SWP) if applicable under the Scheme.
  • Cancellation request for Trigger Facility, if applicable under the Scheme
  • SIP Pause Facility, if applicable under the Scheme
  • SIP Top-up Facility, if applicable under the Scheme
  • Updation of FATCA details

• Individual Investors (Mode of holding - Single/Anyone or Survivor)
  • Purchase, Redemption, Switch and non-financial transactions
    Email the scanned copy of transaction duly signed by all the unitholders from their registered email ID to the Designated Email ID of the AMC.
    Specified Non-financial transaction
    Submit the transaction details in the prescribed format along with the relevant supporting documents through their registered email ID to the Designated Email ID of the AMC.
    • a. Consolidation of folios (provided bank mandate is the same in all folios)
    • b. Cancellation of Systematic Registrations such as Systematic Investment Plan (SIP), Systematic Transfer Plan (STP) and Systematic Withdrawal Plan (SWP) if applicable under the Scheme.
    • c. Cancellation request for Trigger Facility, if applicable under the Scheme.
    • d. SIP Pause Facility, if applicable under the scheme.
    • e. SIP Top-up Facility, if applicable under the scheme.
    • f. Updation of FATCA details.
• Individual Investors (Mode of holding - Joint)
  • Purchase, Redemption, Switch and all non-financial transactions
    Email the scanned copy of transaction duly signed by all the unitholders from their registered email ID to the designated email of the AMC.
• Non-Individual Investors
  • Purchase / Redemption /Switch transaction
    Email the scanned copy of transaction duly signed by the unitholders from their registered email ID
    Non-financial transaction
    will be required to submit a onetime letter, signed by the authorized signatories registered in the folio, authorizing the AMC to accept and process such transactions received from the registered email ID of the authorized signatories or they can email the scanned copy of transaction duly signed by authorized signatories from their registered email ID

• Additional Purchases (payment through digital mode)
  • Folio number
  • Investor Name
  • Scheme - Plan and Option
  • Amount or Number of units
  • Mode of Fund Transfer
  • Proof of Fund Transfer
  • Broker related information like ARN code, Sub Broker code EUIN details (if any)
• Redemptions (payout to default/ registered bank mandate only)
  • Folio number
  • Investor Name
  • Scheme - Plan and Option
  • Amount or Number of units
• Switch
  • Folio number
  • Investor Name
  • Source Scheme - Plan and Option, Target Scheme - Plan and Option
  • Amount or Number of units
  • Broker related information like ARN Code, Sub Broker code EUIN Details (if any)
• Non-Financial Transactions
  • Folio number
  • Investor Name
  • Scheme - Plan and Option
  • ARN code wherever applicable
  • Details of the non-financial transaction request
• Lien Invocation
  • Folio number
  • Investor Name
  • Scheme - Plan and Option
  • Amount or Number of units
  • Other requisite details of the Lien Invocation

Download Document

Contact us

Have any questions? We'd love to hear from you.

• investorcare@unionmf.com
• 022 67483333