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of investing with
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Who Can become a UTI MF Distributor?
a) Applicants above 18 years of age
b) Applicants who have registered with AMFI
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What is the Process ?
1. SEBI vide its Gazette Notification dated May 31, 2010 has notified that with effect from June 1, 2010 all the distributors, agents, any persons employed or engaged or to be employed or to be engaged in the sale and / or distribution of Mutual Fund Products shall be required to have a valid certification from the National Institute of Securities Market (NISM) by passing their certification examination 'NISM Series V-A : Mutual Fund Distributors Certification Examination'. For further details as well as for study material, which can be downloaded, please log on to the website of NISM www.nism.ac.in.
2. (a)The ARN has to get NISM certification (if you don’t have it already) from the National Institute of Securities Markets (NISM), by taking their Mutual Fund Distributors Certification Examination. National Institute of Securities Markets (NISM) is a public trust, established by the Securities and Exchange Board of India (SEBI)- the regulator for securities markets in India.
(b)After receiving the NISM certificate, you can apply for ARN Registration with AMFI.
3. On receipt of the ARN registration details, fill in the application form along with the acceptance of terms and conditions for canvassing of sale of units and send it to your nearest UTI Office.
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What are the documents that you need to submit?
Along with the duly filled Empanelment Form, you need to submit the following documents:
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A cancelled cheque
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Copy of PAN Card
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Copy of AMFI Certificate / ARN Card
These documents can be submitted at any of our UTI Office.
Applicants above 18 years of age
Applicants who have registered with AMFI
Get certification (if you don’t have it already) from the National Institute of Securities Markets (NISM), by taking their Mutual Fund Distributors Certification Examination. National Institute of Securities Markets (NISM) is a public trust, established by the Securities and Exchange Board of India (SEBI)- the regulator for securities markets in India.
Fill in the application form along with the acceptance of terms and conditions for canvassing of sale of units and send it to your nearest UTI Office.
Download the Distributor Empanelment Form
Along with the duly filled Empanelment Form, you need to submit the following documents:
A cancelled cheque
Copy of PAN Card
Copy of AMFI Certificate / ARN Card
These documents can be submitted at any of our UTI Office.
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What should be read by you?
Frequently Asked Questions by IFAs
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SEBI Code of Conduct
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AMFI Guidelines of Intermediates
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AMFI Code of Ethics
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What are the next steps?
UTI MF will review the form and within a week, you will receive an Empanelment Letter and code number, along with all the necessary material (forms, fact sheets, marketing material, training kit, etc).
Alternatively, you can also view all the necessary material online, in our Sales support & Training support sections on this website.
This would mean that you are a full-fledged Distributor of UTI MF!
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