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Central Board of Direct Taxes, vide a press release dated April 11, 2017, had notified that all the investors who had opened folios between July 01, 2014 and August 31, 2015 were required to submit self-certification under FATCA by April 30, 2017. This notification requires us to restrict transactions, including redemptions, in the folios where such self-certification is not received till the aforementioned date. The transactions would be processed only if the self-certification is submitted by all the unit holders in such restricted folios.

Click here to view press release

Applicants who have not submitted the Supplementary KYC and FATCA / CRS information, are requested to submit the forms provided below. Additionally, non-Individual investors have to submit Ultimate Beneficial Ownership (UBO) declaration form.


Individual investors can submit the self-certification through online mode.

online self certification

You may download the self-certification form and send the same to any of our AMC offices. Alternatively,mail it to the address… of our Registrar and Transfer Agents M/s SBFS.

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