KYCFileCalling (1).pptx

kyc

1. KYC File Calling Process

2. Cams Online Go to https://www.camsonline.com Login through Distributors/RIA services Goto Distributor Mailback Services Enter email ID and select your fund. Select all funds excluding first two.

3. Click on customer service

4. Select WBR56 - KYC status of investor

5. Select output format in DBF

6. Select from date-to date and click on verified

7. Enter password and click on overnight

8. Franklin Templeton Login from https://www.franklintempletonindia.com/ Goto Report section after login and click on Instant.

9. Login Process

10. Select your email id and click on next

11. Select – KYC pending

12. Select time period –click on dbf & email report

13. Karvy File Calling Login - https://www.karvymfs.com/karvy/Distributor/Distributor_Login.aspx Goto Mail back report.

14. Karvy Login Process

15. Goto Mail Back Report

16. Click on MFSD 239 & then MFSD 240

17. Click on All Fund , select date & generate ZIP file

18. Sundaram File Calling process

19. Click on Report

20. Goto Distributors Report

21. Select ER04B

22. Select email and file type as dbf

23. Thank You