For International/Global Funds, the document list typically includes:

 

1. Application Form:

• A completed and signed application form for investing in the international/global fund.

 

2. Identity Proof:

• A government-issued photo ID (e.g., passport, Aadhaar card, or driver's license).

 

3. Address Proof:

• Recent address proof such as a utility bill, rental agreement, or bank statement.

 

4. PAN Card:

• Permanent Account Number (PAN) card of the investor.

 

5. KYC Compliance Documents:

• Know Your Customer (KYC) documentation, which includes a photograph and KYC form, ensuring regulatory compliance.

 

6. FATCA Declaration:

• Foreign Account Tax Compliance Act (FATCA) declaration for tax compliance, especially for U.S. residents or those investing in U.S.-based funds.

 

7. Investment Amount:

• Details of the investment amount in the fund.

 

8. Nomination Form:

• A completed nomination form to designate a beneficiary for the investment.

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