Tata Mutual Fund
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FATCA Requirement


The Government of India, Ministry of Finance, Department of Revenue, Central Board of Direct Taxes vide a press release dated April 11, 2017, has notified that all individuals and entities who have opened folios from July 01, 2014 to August 31, 2015 need to submit the FATCA self-certifications by April 30, 2017. In case self-certifications are not submitted till April 30, 2017 then such folios should be blocked, prohibiting the unit-holder from effecting any further transactions.

Applicants who have not submitted the Supplementary KYC and FATCA / CRS information, are requested to submit the forms provided below. Additionally, non-Individual investors should submit Ultimate Beneficial Ownership (UBO) declaration form.

Individual investors can click here to submit the self-certification through online mode.

Investors may download the self-certification form and send the same to any of our Investor Service Centers (ISCs), alternatively mail it to the address of our Registrar and Transfer Agents M/s CAMS.


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