Distributor / RIA Forms

Distributor / RIA Forms

Login Access Request for Non Individual TransactEezz

In order to initiate a transaction for Non-Individual CAN Holders through TransactEezz, the Approver Users shall be pre-configured for the respective CANs. Distributors shall submit the details of the Approver Users to MFU Office using the Distributor Login Request Form for Non-Individual TransactEezz to MFU office. Please note that the form shall be duly filled in and signed by the Authorized signatories of the Non-Individual Entity.

Download Form

Signing up by Distributors / RIAs on MFU System is NOT mandatory to benefit the convenience provided by MFU free of cost.

  • The distributors / RIAs can start using MFU Forms for submitting transactions instead of the AMC-specific forms; so that multiple transactions can be done using a single form.
  • For investors who have not opened the CAN yet, multiple transactions under a single folio of an AMC can be submitted through a single form at a single POS. For this, use Folio Transaction Form (FTF)
  • For investors who have opened CAN, multiple transactions in different schemes of different AMCs can be submitted through a single form quoting CAN at a single POS. For this, use CAN Transaction Form (CTF)
  • By using either of the above form, the investor can submit a single cheque for multiple investments.
  • Using MFU forms will help you handle much lesser documents and save time. Also the use of a single account number CAN, will help distributors have a control on the accounts and account numbers of their investors in Mutual Fund schemes.

Signing Up

Distributors / RIAs can choose to sign up with MFU. Signing up is totally FREE OF COST.

Options available for RIAs to sign up:

RIAs have a single option under which they will be entitled to submit their client’s transactions online through MFU system (both paperless and paper-based) and submit the original documents (for paper-based transactions) later in the day to the nearest MFU Point of Service (POS). This helps RIAs accept their client transactions closer to the cut-off time, and also track the status of such transactions real-time.

To submit transactions online, the distributors / RIAs will need necessary infrastructure like internet access, TWAIN compatible scanner, a PC or Laptop with Internet Explorer 9.0 or above, etc. To sign up with MFU, the distributor / RIA shall hold an Active ARN / RIA Code.

To sign-up with MFU, please submit the Distributor Sign up Form or the RIA Sign up Form as the case may be and send it to MFU Office in Thane.

With a view to improve performance and enhance the high availability of MFU System, it has been decided that transactions older than the previous Financial Year i.e., transaction data prior to 1st April 2022 will be archived on 18th April 2023. * * * “If you have any dispute against a listed company and or its Registrar and Share Transfer Agent (RTA) on delay or default in processing your request, as per SEBI circular dated 30.05.2022, you can file for arbitration with Stock Exchange.” For more details, please see the web links of the stock exchanges: BSE - http://tiny.cc/m1l2vz NSE – http://tiny.cc/s1l2vz * * * Please ensure to validate your Nomination Details registered under CAN. Click here to complete the validation if not already done. * * * Please ensure to verify your Contact Details registered under CAN. Click here to complete the verification if not already done. * * * Check out the Videos about MFU and the features offered. * * * Explore the new and improved Schedule Transactions feature using which you can register a Scheduled Purchase Plan (SPP), Scheduled Redemption Plan (SRP) and Scheduled Switch Plan (SSP) * * * Download the MFU Mobile App Distributor Mobile App goMF available for Android and IoS * * * Use the Connect menu on the top menu bar to lodge a Complaint / Query / Feedback. * * * MPIN / Touch ID based authentication is now enabled on the goMF app. Please update the App to start using this feature.