Advantages : SIP minimizes the effects of investing in volatile markets. It helps you average out your cost by generating superior returns in the long run. It reduces the risk associated with lump sum investments. The advance instructions issued can be discontinued any time you want.

1. The Form should be completed in English and in filled in Block Letters only. Please tick ( ) in the appropriate box ( ), where boxes have been provided. The form complete in all respects, should be submitted to branch or sub-broker’s office of Motilal Oswal Securities Ltd, (MOSL) where you are holding your trading account.

2. Signature(s) on the form should be as it appears on the broking account opening form.

3. The registered broking clients of MOSL can only register for this facility.

4. The client has to prespecify the purchase amount to MOSL under this facility subject to the amount specified by respective Mutual Fund.

5. The SIP dates of respective mutual fund can be chosen as Auto Debit/ECS date. Auto Debit/ECS date should be same for all SIP transactions in this facility. On Auto Debit/ECS Date clients mandated bank account will be debited with the SIP amount. Each purchase amount under trade authorisation should be of the same amount and same date.

6. The enrollment form for Auto Trade & Auto debit facility should be submitted at least 30 days before the first SIP purchase date so as to ensure that auto debit through ECS (Debit Clearing) / Direct Debit can be done in a timely manner.

I/we am/are an existing broking client of Motilal Oswal Securities Ltd (MOSL) and wish to enroll for SIP and Auto Debit Facility/ECS, the details of my existing trading account with MOSL are given below

AMC Name

Scheme Name

Plan

Option

ISIN Code

Each Purchase SIP(Amount)

Auto Debit / ECS Date

Frequency of SIP

BSE StARMF TransactionReference Number

NSE MFSS TransactionReference Number

ENROLMENT FORM FOR SYSTEMATIC INVESTMENT PLAN(SIP) ANDMANDATE CUM REGISTRATION FORM FOR AUTO DEBIT FACILITY/ECS

SIP Period : ToFrom D D M M Y Y Y Y

D D

SIP Date should be same as prescribed by the respective Mutual Fund

SIP Date should be same as prescribed by the respective Mutual Fund

I/we have read and understood the terms & conditions of SIP and Auto Debit Facility/ECS as mentioned overleaf. I/we hereby give Motilal Oswal Securities Ltd a standing instruction to buy on my/our behalf Mutual Fund Scheme mentioned below from Bombay Stock Exchange & National Stock Exchange in the manner prescribed below in above trading account.

Client Signature (As in the trading agreement)

D D M M Y Y Y Y

ACKNOWLEDGEMENT SLIP (To be filled in by the investor)

Motilal Oswal Securities Ltd

Client Name Client Code

AMC Name

Scheme Name

Plan Option

SIP Amount SIP Date :_____/_____/________

SIP Period From : _____ / _____ / __________ To : _____ / _____ / __________

Stamp & Signature

(For Mutual Fund Exchange Platform)

7. In case the auto debit start date as mentioned in the form does not satisfy the above condition, the first purchase date shall be rolled over to begin from the immediately following month /quarter, as applicable. The end date of mandate period will also be rolled over to following month/quarter.

8. This facility is available only for funds received through Auto Debit / ECS provided by client to Bank.

9. The amount received through Auto Debit/ECS would be credited to the client’s ledger account and the actual cost of the buying of units along with brokerage, STT etc. including ECS / Auto Debit collection charges (if any) will be debited to client ledger account.

10. Trade of the client would be executed on the mandated date only when the amount is received through Auto Debit/ECS facility prior to execution of trade from the bank account of the client. In case there is a delay in receiving the funds MOSL may execute the trades in certain cases at its absolute discretion.

11. The orders given by the client under this facility is separate from the regular trading instructions provided by him. The client would be provided a Bill Report and Trade confirmation at his e-mail Id which has to be checked by him. Any discrepancy noted by the client should be communicated by him immediately.

12. Order to buy mutual fund scheme mandated in the form will be placed as per the regulations specified on National Stock Exchange or Bombay Stock Exchange on the SIP date. In case the date falls on a Non- Business Day, the orders to buy mandated mutual fund will be placed on the immediate next Business Day. All unexecuted order will be extinguished at the day end and amount collected for purchase transaction will be refunded back to client by way of credit to his broking ledger account maintained with Motilal Oswal Securities Ltd.

13. The risk management policies and other internal policies of Motilal Oswal Securities Limited (MOSL) applicable on the clients and trades executed by them would be applicable on the trades executed through this facility also.

14. Clients have to ensure that the orders placed by them are within the parameters specified by regulators in this behalf.

15. In case MOSL is not able to execute transaction as mandated under this facility for any reason then same will be intimated to client.

16. Client can revoke the trade authorisation issued by him anytime by giving a notice 30 day prior to the specified date for execution of trade. MOSL can stop making purchases on behalf of the client any time for any reason as it may deem fit and shall intimate the client in this regard.

17. List of Cities for ECS (Debit Clearing) - Agra, Ahmedabad, Allahabad, Amritsar, Anand, Asansol, Aurangabad, Bangalore, Bardhaman, Baroda, Belgaum, Bhavnagar, Bhilwara, Bhopal, Bhubaneshwar, Bijapur, Bikaner, Calicut, Chandigarh, Chennai, Cochin, Coimbatore, Cuttack, Dargeeling, Davangere, Dehradun, Delhi, Dhanbad, Durgapur, Erode, Gadag, Gangtok, Goa, Gorakhpur, Gulbarga, Guwahati, Gwalior, Haldia, Hubli, Hyderabad, Indore, Jabalpur, Jaipur, Jalandhar, Jammu, Jamnagar, Jamshedpur, Jodhpur, Kakinada, Kanpur, Kolhapur, Kolkata, Kota, Lucknow, Ludhiana, Madurai, Mandya, Mangalore, Mumbai, Mysore, Nagpur, Nasik, Nellore, Patna, Pondicherry, Pune, Raichur, Raipur, Rajkot, Ranchi, Salem, Shimla, Shimoga, Sholapur, Siliguri, Surat, Thirupur, Tirunelveli, Tirupati, Trichur, Trichy, Trivandrum, Tumkur, Udaipur, Udipi, Varanasi, Vijaywada, Vizag.

ECS facility is offered only to the investors having bank accounts in select cities mentioned above. The bank account provided for ECS (Debit) should participate in local MICR clearing.

18. Clients having account in following banks and not covered by ECS location can avail the Direct Debit facility provided by these banks.

Axis Bank, IDBI Bank, Indusind Bank, Kotak Mahindra Bank, Bank of India, Bank of Baroda, Punjab National Bank, Union Bank of India, Corporation Bank, State Bank of India, HDFC Bank.

Any additional charges incurred by MOSL like payment gateway service or any other charges incurred for collection of funds to provide this facility will be charged to client at actual. Same shall be recovered annually of respective year by way of debit to his broking ledger account maintained with Motilal Oswal Securities Ltd.

19. Please courier the completed form along with Bank proof to

Karvy Computer Share Pvt Ltd

Unit : Motilal Oswal

Karvy Plaza, H NO. -8-2-596

Street No.1, Banjara Hills,

Hyderabad - 500 034

Phone: 040 - 4467 7111.

1st Account Holder Name (as in the Bank Account)

2nd Account Holder Name (as in the Bank Account)

3rd Account Holder Name (as in the Bank Account)

Bank Name

Branch Name

Bank City

Account Number

Account Type : Current Account Other

Bank Proof (Mandatory) Cancelled Cheque

I/we am/are an existing broking client of Motilal Oswal Securities Ltd (MOSL) and wish to enroll for SIP and Auto Debit Facility/ECS, the details of my existing trading account with MOSL are given below

BSE StARMF TransactionReference Number

NSE MFSS TransactionReference Number

ENROLMENT FORM FOR SYSTEMATIC INVESTMENT PLAN(SIP) ANDMANDATE CUM REGISTRATION FORM FOR AUTO DEBIT FACILITY/ECS(For Mutual Fund Exchange Platform)

I/we have read and understood the terms of SIP and Auto Debit Facility/ECS as mentioned overleaf. I/we hereby give Motilal Oswal Securities Ltd. a standing instruction to buy on my/our behalf Mutual Fund Scheme mentioned below from Bombay Stock Exchange & National Stock Exchange in the manner prescribed below in above trading account.

I/we hereby authorise Motilal Oswal Securities Ltd and their authorised service providers to debit my/our following bank account by Auto Debit/ ECS for Collection of above mandated purchase amount on mandated Autodebit/ECS date for mandated period mentioned above.

AMC Name

Scheme Name

Plan Option

ISIN Code

Each Purchase SIP(Amount)

Auto Debit/ECS Date

Frequency of SIP

SIP Period : ToFrom D D M M Y Y Y Y

D D

SIP Date should be same as prescribed by the respective Mutual FundD D M M Y Y Y Y

9 Digit MICR Code:

:

:

;

:

:

:

:

Saving Account

:

I/we hereby declare that the particulars given above are correct and express my/our willingness to make payment referred above through participation in Auto Debit /ECS. If transaction is delayed or not affected at all for reasons of incomplete or on correct information, I/we will not hold Motilal Oswal Securities Ltd. responsible. I/we will also inform Motilal Oswal Securities Ltd. about any changes in my/our bank account. I/we have read to the terms and conditions mentioned overleaf and agreed to the same.

1st Account Holder’s Signature(As in Bank records)

2nd Account Holder’s Signature(As in Bank records)

3rd Account Holder’s Signature(As in Bank records)

BANKER ATTESTATION (For Bank Use Only)

Signature of Authorised Official from Bank Bank Account No. Bank Stamp and date

Certified that the signature of bank account holder and the details of bank account and its MICR code are correct as per our records

AUTHORISATION OF THE BANK ACCOUNT HOLDER(to be signed by the investor)

This is to inform that I/we have registered for the RBI’s electronic Clearing service(Debit Clearing)/Direct Debit and that my payment toward my investments through Motilal Oswal Securities Ltd shall be made from my/our below mentioned bank account with your bank. I/we authorize the representative carrying this ECS (debit Clearing)/ Direct Debit mandate From to get it verified & executed. I/we authorize the bank to debit my/our account for verification charges if any.

1st Account Holder’s Signature(As in Bank records)

2nd Account Holder’s Signature(As in Bank records)

3rd Account Holder’s Signature(As in Bank records)

Bank mentioned below should be from one of the account mapped to trading Account mentioned above

Bank Account No.

SIP Date should be same as prescribed by the respective Mutual Fund