All videos · NISM Series V-A · Chapter 5

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Which document goes with every application form?

Every mutual fund application form must have the Key Information Memorandum (KIM) attached, not the full SID, the SAI or the factsheet.

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Worked example: A distributor hands a client an application form for a flexi cap fund. The KIM for that scheme must be attached to the form, so the client has the key facts before signing.

Exam trap: The document attached to every application form is the KIM, not the full SID, the SAI or the factsheet.

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