Pin Agreement Form

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Name of Sole / 1st applicant Mr. Ms. Mr. Ms.

PIN Agreement

This Agreement (hereinafter referred to as the “Agreement”) is made and entered into on of.............................. 200....., between UTI Asset Management Company Limiteda , company incorporated under the Companies Act, 1956, having its Registered office at UTI Tower, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400 051hereinafter referred to as “UTIAMC”( which expression shall unless repugnant to the context of meaning thereof shall mean and include its successors, and permitted assigns) of the one part and Note: Please fill the form in BLOCK letters. All fields are mandatory. PIN will be allotted subject to the PIN Application Form being complete in all respects.For multiple folios, Unit holding pattern should be the same i.e. names and order of holding of all Unit holder(s) in all the folios should be the same. If not, use separate forms. In case of multiple folios one PIN per folio will be allotted. Furnishing of your Permanent Account Number (PAN) is compulsory for investments irrespective of value. In the absence of PAN proof or evidence of having applied forPAN, such applications will not be accepted. ‘Folio No. /s’


Name of Parent/ Guardian In case of Minor- applicant Mr. Mr. Ms. Ms.

Name of 2nd applicant Name of 3rd applicant


hereinafter referred to as the Unitholder/s” (which expression shall unless repugnant to the context of meaning thereof shall mean and include his heirs, successors, legal representatives, executors and permitted assigns) of the second part. Address:

Bank Account Number

PAN (First Holder):

Email ID Sole / 1st applicant where the transaction confirmation will be sent: ________________________________________________ The Terms and Conditions set out this Agreement are a binding contract between the Unitholder/s and UTI AMC for use of Personal Identification Number (PIN) for Transacting On-line through Internet on UTI Mutual Fund’s website using the PIN Facility offered by UTI Mutual Fund through its Investment Manager, UTIAMC and Registrar, Karvy Computershare Pvt. Ltd. (hereinafter referred to as ‘Registrars’). Unitholder/s hereby confirm/s that he/ she/they has/have read this Agreement carefully and by signing this agreement the Unitholder/s acknowledge/s that unitholder/s has/ have read, understood and agree to be legally bound by the terms and conditions of this Agreement. WHEREAS: UTIAMC is registered with Securities and Exchange Board of India (SEBI) to act as the Investment Manager for the Schemes of UTI Mutual Fund represented through UTI Trustee Company Pvt. Ltd. (hereinafter referred to as UTIMF ). UTIMF has a dedicated website in the name and style of (hereinafter referred to as the “website”), which provides information and downloads relating to UTIMF including the facility of Online subscription/ redemptions of units and such other services/ facilities as detailed in this agreement or as may be notified by UTIAMC from time to time. UTIMF through its service provider(s) (hereinafter referred to as “Service Providers”) offers the facility of transacting on-line through Internet for the convenience of its Unitholders and to help the unitholders to gain access to their portfolio of investments in UTIMF, for administering and managing the same effectively and efficiently using a Personal Identification Number (hereinafter referred to as “PIN”); WHEREAS: The Unitholder/s is / are desirous of availing the services/facilities available through the Website and UTIAMC is willing to provide such services/ facilities to the Unitholder/s subject to the following the terms and conditions : TERMS OF SERVICES Unitholder’s Consent & Authorisation for the Online Transactions: The Unitholder hereby consents and authorises UTIAMC, who may authorise any of its service providers, to extend the PIN Facility for the Designated...
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