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Procedure: Change of Address in Mutual Fund
February 06 , 2013
  1. To avoid your transaction details reaching the wrong person when there is a change in address, notify it at Point of Service (PoS). While redeeming units the mutual fund agent may send a cheque of your proceeds to the address provided during KYC. The procedure takes 10 days to complete. Notify change in address in advance to avoid delay during redemption.
  2. Don't write to the mutual fund or to its registrar for changing details unless the mutual fund office is a PoS.

  1. List of PoS is available at www.cvlindia.com. If your mutual fund office is a PoS fill in the slip for address change at the bottom of mutual fund statement. Provide details such as PAN, old address, new address. Else you can download Change Detail form from Downloads section in cvlindia site.
  2. Documents such as new address proof have to be provided. Old address proof may also be asked for if KYC is not done.
  3. Submit the transaction slip at the mutual fund's office if it is a PoS or your nearest PoS. Give 10 days' time for the changed to be effected in CVL record.

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