Dear lawyer member/s, I am retired Bank Officer from Canara Bank. On 7-10-2010 I visited the Bank's branch for some enquiry on Pension during which I did not carry any materials to transact. The investment officer attached to the branch requested me to extend business by way of applying to one of the mutual fund products of Canara Robeco Mutual Fund which was duly recommended by the Manager of that branch besides being my friend. I also extended the same by giving two applications for Rs.2000/- each under Canara Robeco Equity Diversified fund through Systematic Investment Plan (SIP) by signing the application form and a debit slip with details of my account authorizing the bank to debit my account. The Investment officer while filling up the application has wrongly written my father's name instead of my name simply by referring the PAN card partially.This has resulted the Mutual Fund allotting the units in the name of my father who expired 50 years ago. While taking up the matter with the Mutual Fund they have forwarded my representation pointing out the mistake to their Registrar and Transfer Agents M/s Karvy Computershare Pvt.Limited who after examining the details requested me to furnish an attested indemnity bond with reasons for change of name. I request any one of the members of this forum to furnish me a draft of indemnity to be furnished to the RTA to the mutual fund so that my money being transferred to the mutual fund is ported to me. Thanks and with regards, Yours faithfully, V.SANKARAN
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