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Register or Change Your Nominee:
This information guide outlines the process for registering or changing a nominee for your Invesco Mutual Fund investment.
What is a Nominee?
A nominee is an individual you designate to receive your mutual fund units in case of your death. Nominating someone ensures a smooth and swift transfer of your holdings to your chosen beneficiary.
How to Nominate/Change Nominee:
- Download the Form:
- Download Nomination Form
- Complete the Form:
- Clearly fill in the required details, including:
- Your name(s) as account holder(s)
- Folio number(s)
- Nominee details (name, PAN number, relationship, percentage allocation)
- Guardian details (if the nominee is a minor)
- If opting to cancel an existing nomination, tick the relevant box and proceed with the new nominee details.
- Clearly fill in the required details, including:
- Submit the Form:
- You have two options for submitting the completed form:
- Offline: Submit the form along with a copy of the nominee's PAN and proof of your relationship (marriage certificate, birth certificate etc.) at your nearest Invesco Mutual Fund office or KFIN Tech Registrar office.
- Online: If your online account is activated, log in and follow the specific instructions for online nomination through the Invesco Mutual Fund portal.
- You have two options for submitting the completed form:
Additional Points:
- You can nominate up to three nominees.
- Always double-check the nominee information for accuracy before submission.
- Regularly review and update your nominee details, especially if there are any changes in your personal circumstances.
- For detailed instructions and specific requirements, refer to the latest version of the "Form for Fresh Nomination / Change of Existing Nomination/ Cancellation of Nomination" available on the Invesco Mutual Fund website.
Remember: Nominating a beneficiary is crucial for ensuring a smooth transfer of your investment in case of an unforeseen event. Take the necessary steps to secure your loved ones' financial well-being.
