SIP & SIP-TOP UP REGISTRATION / RENEWAL

• This is to confirm the declaration has been carefully read, understood & made by me/us. I am authorizing the user entity/corporate to debit my account, based on the instructions as agreed & signed by me.

• I have understood that I am authorised to cancel/amend this mandate by a appropriately communicating the cancellation/ammendent request to the user entitly/corporate or the bank where I have authorised the debit.

IDFC One Time Mandate (OTM)

IDFC Mutual Fund

I agree for the debit mandate processing charges by the bank whom I am authorizing to debt my account as per latest schedule for charges of the bank.

UMRN

Date

Sponsor Bank Code

FOR OFFICE USE ONLY

Utility Code

I/We hereby authorize

Bank A/c number

to debit tick (ü)

SB-NRE

SB-NRO

with Bank

IFSC

or MICR

Tick (ü)

CREATE

MODIFY

CANCEL

F O R

O F F I C E

U S E

O N L Y

an amount of Rupees

FREQUENCY

Reference

Monthly

Quarterly

Half Yearly

Yearly

As & when presented

DEBIT TYPE

Fixed Amount

Maximum Amount

Mobile No.

Email ID

+91

PAN /

Application No.

Other

D D M M Y Y Y Y

Existing Folio Number

UNIT HOLDER INFORMATION

Name of the First Holder

I/ We have read, understood and agree to comply with the terms and conditions of the Statement of Additional Information, Scheme Information Documents and Key Information Memorandum of the Scheme(s), Foreign Account Tax

Compliance Act and Common Reporting Standards, statutory requirements prescribed by SEBI, AMFI, Prevention of Money Laundering Act, 2002 (PMLA) and all applicable rules and regulations and hereby confirm that I/We have not

received nor been induced by any rebate or gifts, directly or indirectly, to make this investment. I/We hereby declare that I/we do not have any existing Micro SIPs which together with the current application will result in a total investments

exceeding Rs.50,000 in a year. The ARN holder has disclosed to me/us all the commissions (in the form of trail commission or any other mode), payable to him for the different competing Schemes of various Mutual Funds from amongst

which the Scheme is being recommended to me/us. For NRIs / PIOs / FPIs only: I / We confirm that I am / we are Non Resident Indians / Person(s) of Indian Origin / Foreign Portfolio Investors but not (i) United States persons as per

applicable Regulations or (ii) residents of Canada, and I / we have remitted funds from abroad through approved banking channels or from funds in my / our Non-Resident External / Non-Resident Ordinary / FCNR Account maintained in

accordance with applicable RBI guidelines. I/We hereby provide my/our consent to IDFC Asset Management Company Limited (“IDFCAMC”) for (i) collecting, storing and usage; (ii) validating/authenticating with Unique Identification

Authority of India (“UIDAI”) by itself or through its Registrar and Transfer Agent (“RTA”); and (ii) downloading and updating my/our Aadhaar number(s) and associated demographic information (including updated information) in my/our

accounts/folios under IDFC Mutual Fund,based on my/our Income Tax Permanent Account Number (“PAN”) in accordance with the Aadhaar Act, 2016, PMLA and rules & regulations made thereunder and applicable SEBI guidelines.

I/We hereby further authorise IDFCAMC for sharing/disclosing of the Aadhaar number(s) and associated demographic information (including any updated information) by itself or through its RTA, depository participants, and asset

management companies of other SEBI registered mutual funds, and their RTAs, for the purpose of updating the same in my/our accounts/folios based on my/our PAN.

Third Applicant

Second Applicant

First / Sole Applicant / Guardian /

Authorised Signatory

My existing OTM registered to be used for initial & subsequent SIP instalments

Bank & Branch Name

Cheque No.

PAN

Scheme Plan OptionIDFC

NSDL: Depository Participant (DP) ID (NSDL only) Beneficiary Account Number (NSDL only) CDSL: Depository Participant (DP) ID (CDSL only)

in figures

Amount

Frequency

SIP TOP-UP (Optional) (Refer J (viii)) Registration for this facility is

subject to the investor's bankers accepting the mandate for this registration.

Half Yearly Yearly^

(The Top-up amount should be Rs. 500 and multiples of Rs. 500 thereafter)

SYSTEMATIC INVESTMENT PLAN DETAIL (SIP DETAIL) ^Default Top-up option Yearly

Monthly SIP Date

(Except 29th, 30th & 31st)

in figures

Installment Amount ( )`

SIP Period

9 9

From To OR

M M Y Y M M Y Y

INITIAL SIP INSTALLMENT PAYMENT THROUGH (Please provide cheque for initial SIP Amount and fill below OTM for subsequent SIP installments.)

ARN- ARN- EDistributor / RIA Code#

EUIN No.

Sub-Distributor Code

Internal Code for Sub-broker/ Employee

#By mentioning RIA code, I/we authorize you to share with the Investment Adviser the details of my/our transactions in the scheme(s) of IDFC Mutual Fund.

Declaration for “execution-only” transaction (only where EUIN box is left blank) (Refer Instruction No. XIII). – I/We hereby confirm that the EUIN box has been

intentionally left blank by me/ us as this is an “execution-only” transaction without any interaction or advice by the employee/relationship manager/sales person of the

above distributor or notwithstanding the advice of in-appropriateness, if any, provided by the employee/relationship manager/sales person of the distributor and the

distributor has not charged any advisory fees on this transaction.

Signature of First / Sole Applicant /

Guardian / Authorised Signatory

TRANSACTION CHARGES

(Please ü any one of the below) (Refer Instruction No. S)

I am a first time investor in mutual funds (` 150 will be deducted)

Applicable for transactions routed through a distributor who has 'opted in' for transaction charges. Upfront commission shall be paid directly by the investor to the AMFI registered distributor based on the

investors’ assessment of various factors including service rendered by the distributor.

I am an existing investor in mutual funds ( 100 will be deducted)`

YY YY

Please Tick ( )ü

SIP Registration SIP with Top-up Registration SIP - Change in Bank Details

Please mention relevant SIP details below and also in the IDFC Common Mandate (IDFC OTM).

Cheque Date

D D Y Y

DEMAT ACCOUNT DETAILS

(OR)

D D

(Default 10th)

QFUND.IN

Each time you SIP the amount is invested, and units of the scheme (as per NAV) are allotted to you the

mutual fund investor. SIPs are also a suitable means for salaried investors to consistently invest in

mutual funds with each pay check. There are few different types of SIPs, Top-up SIPs allow mutual fund

investors to increase the SIP amount periodically. Alert SIPs are another method of the regular

systematic investment plan which sends an alert to the investor to buy more when the markets are

down.

In the last few years; SIP investments in mutual funds have become one of the most popular tools for

the younger generation lately which is generally investing in financial markets via mobile apps. To get

the best out of your investments, it is very important to invest for the long-term, which means that you

should start SIPs early in life, in order to maximize the end returns. So go ahead. start mutual fund

investing through SIPs today!.