I/We hereby agree and give consent for opening of Ocean Finvest Investment account facility for undertaking online mutual fund transactions on www.oceanfinvest.in
I/We acknowledge that I/We have read the terms and conditions ("Terms and Conditions") which are applicable for Ocean Finvest investment account facility on www.oceanfinvest.in and that I have read and understood the said Terms and Conditions and that a copy of the Terms and Conditions is available on www.oceanfinvest.in and I/We hereby jointly and severally agree and undertake to abide by these Terms and Conditions.
I/We further agree to accept the updated Terms and Conditions as may be notified from time to time on www.oceanfinvest.in before executing the transactions.
I/We understand and agree that, pursuant to the Terms and Conditions, I/We hereby authorize the Mutual Fund Distributor to execute my/our instructions for purchase /redemption / switch/sell or other transactions/ activities in respect of online mutual fund transactions on my/our behalf, as may be instructed by me/us from time to time on www.oceanfinvest.in
  • To transmit the above introductions to Mutual Funds/ Asset Management Companies / its Registrar and Transfer Agents for further processing thereof and allotment/redemption/switch of units of mutual funds as the case may be
  • To instruct the Mutual Funds/ Asset Management Companies / its Registrar and Transfer Agents to make note of instructions with regards to nomination / changes in investments plan
  • To correspond with and give notice to the Mutual Funds/ Asset Management Companies / its Registrar and Transfer Agents as applicable from time to time relating to online mutual fund transaction
  • I/We hereby declare that the particulars given by me/us are true and correct to the best of my/our knowledge and belief. I/We undertake to inform, in writing, of any change in the particulars furnished above and also simultaneously update the KYC information/bank mandates maintained with KRAs/AMCs.
  • I/We hereby allow the Distributor to utilize my KYC information such as identity (name, PAN, age etc.), address and signature for sending it to Asset Management Companies (AMC) for the purpose of validation and to comply with the legal and regulatory requirements. I hereby accept that the signature available in the CVL KRA records/system would be used for signature verification for processing any requests made by me through www.oceanfinvest.in and in the event of such signature not being available or legible in the CVL KRA records/system, I understand and agree that the AMC shall be entitled to carry out further checks to validate the authenticity of the request and/ or to reject / disallow any transaction in connection herewith. I/We shall execute and deliver to the Mutual Fund Distributor from time to time such other documents as may be required for updation of records if any. I/We further agree that any false/misleading information given by me/us or suppression of any material fact will render my / our account liable for Termination.
  • I/We hereby give my consent to be called on the above mentioned contact number and provide me information on the above mentioned product/services.