Declaration
   Declaration from Non Resident of United States of America/Canada for investment in mutual fund(s).
  • I/We hereby confirm that I/We are not persons resident in the United States of America (USA), or Corporations, or partnerships or any other entity created or organized in or under the laws of USA or any person/Entity falling within the definition of ‘US Person’ under the US securities act of 1933, (as amended) and persons of Canada. I/We hereby confirm that I/We are not giving false confirmation and/or disguising my/our country of residence.

   Declaration from Resident of United States of America/Canada for investment in mutual fund(s).
I/We, hereby unequivocally and irrevocably declare, accept the statements, all of which I/We am/are fully knowledgeable about, as follows:
  • I/We am/are a Non Resident Indian(s) (NRI) / Person(s) of Indian Origin (PIO) as per the extant laws of the Republic of India currently residing in the United States of America / Canada.
  • I/We understand and agree that Essel Finance AMC Limited have neither filed any of their scheme related documents/ constitution documents nor have registered the units of the schemes of Essel Mutual Fund in any jurisdiction other than the Republic of India. The same has also been clearly mentioned in scheme related documents/ constitution documents.The same has also been clearly mentioned in scheme related documents/ constitution documents.
  • I/We have not been communicated/ solicited/marketed/advertised about making any investment(s) in the scheme(s) of Essel Mutual Fund either by way of (a) any physical means (including but not limited to any advertisement, article, notice or other communication published in any newspaper, magazine or similar media, seminar, meeting, press conference, mailings, billboards or (b) any electronic means (including but not limited to a television/radio broadcast, internet, social media, electronic mails) in a jurisdiction of which I am a resident by any person(s) including Essel Mutual Fund or their respective directors, trustees, employees, agents, assigns.
  • I/We confirm that by applying for subscription to the schemes of Essel Mutual Fund, I/We are not in any non-compliance, violation or in irregularity with any/all extant laws (of any jurisdiction) applicable to me/us and that I/We have not been barred/prohibited from accessing the capital markets under any order/ruling/judgement/decree etc. in any jurisdiction.
  • I/We understand and acknowledge that Essel Mutual Fund, Essel Finance AMC Limited reserves the right to reject or accept any investments and may redeem any investments already made, at their sole discretion and as they may deem fit without assigning any reasons.
  • I/We hereby authorize Essel Mutual Fund, Essel Finance AMC Limited or their respective directors, trustees, employees, agents, assigns to disclose, share or remit in any form/manner/mode any information pertaining to the investment(s) being made by me/us to any Indian or foreign statutory, regulatory, judicial, quasi-judicial authority/ agency without any intimation to me/us.
  • I/We hereby declare that I/we are fully aware of the implications (legal, compliance, regulatory and tax related) of making such investment and I/we am/are taking this investment decision based on the advice of tax consultant(s) and legal counsel.
  • I/We hereby declare that the said investment(s) is being made by me/us under my/our free will and volition and no person (directly or indirectly) whatsoever has made any communication/solicitation /advertisement/marketing(active/passive) to me/us for making such investment. In case of any inconsistency being found between the information being provided by me/us in the application form provided by me/us for making investments and the information contained herein, the contents of this declaration shall prevail.