As per SEBI regulations, investors who are holding mutual fund units have the choice of either providing the Mutual fund Nominations or Opt out of Nomination, on or before Sep 30, 2023, failing which the folios shall be frozen for debits/redemption. All IFAs are advised to reach out to their clients for which Mutual fund Nominations is pending and get it done at the earliest.
How to Get the Mutual Fund Nomination form
To view list of clients, IFA's can navigate to Reports -> Business Reports -> Mutual fund Nominations Pending Report.
CAMS Nomination Opt-in/Opt-out
Visit CAMS Online here
Enter your PAN
Verify via email/mobile (NRI Investors / Resident Investors traveling outside India, should verify via email)
Choose your mutual fund
Choose investments with Mode of Holding
Choose Register Nominee - All folios for which nominee details are not entered will appear here. If you do not wish to provide nominee details, you can opt out by selecting Mutual fund Nominations opt-out as well
Kfintech Nomination Opt-in/Opt-Out
Visit KFintech here
Enter the details - PAN, Mode of Holding, Select Folio Option, Email/Mobile
Verify with OTP
Select your fund and enter the nominee name, alternatively if you want you can otp out as well by selecting OTP out
Another OTP verification will be done to confirm the changes
Offline:
If you wish to go by offline mode, you can download the offline Mutual fund Nominations forms from below and submit it to the CAMS/Kfintech office:
CAMS form
Kfintech: Nomination Opt Out form. , Nomination form