Transmission of Units

Transmission of mutual fund units to nominees or legal heirs - process, forms and requirements. Mahindra Manulife Mutual Fund.

Transmission of Mutual Fund Units

A. If the transmission amount is up to ₹5 Lakh:

Individual Affidavit to be given by

NOC from other legal heirs as per Annexure - IV, where applicable.

B. If the transmission amount is more than ₹5 Lakh:

Individual affidavits to be given

Bond of Indemnity to be furnished by the Claimant as per Annexure-VI.

7. Additional Guidelines / Risk Mitigation Measures

Mahindra Manulife Investment Management Private Limited (AMC)

1800-419-6244 (Toll Free)

mfinvestors@mahindramanulife.com

Please mention the PAN, and folio number in all your communication.

1800-419-2268 (Toll Free)

transmission_help@camsonline.com