Tata Mutual Fund
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Processes

Nominee-Registration


  • Registration of Nominee

    1. Nomination by a unit holder shall be applicable for investments in all schemes in the folio or account.
    2. In case a folio has joint holders, ALL Joint holders should sign the request for nomination/cancellation of nomination, even if the mode of holding is not "Joint".
    3. Every new nomination for a folio/account will overwrite the existing nomination.
    4. Nomination shall not be allowed in a folio held on behalf of a minor.
    5. Investors who do not wish to nominate must sign separately confirming their non-intention to nominate.
    6. Nomination by a unit holder shall be applicable for investments in all schemes in the folio.
    7. Nomination form cannot be signed by Power of Attorney (PoA) holders.

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