APPLICATION FORM FOR EMPANELMENT AS ADVISORS NETWORK ASSOCIATE

We request you to empanel me/us as "Advisors Network Associate" of your company.

 PHOTOGRAPH

 

1. Name: _________________________________________________________________
2. Contact Person's Name:_____________________________________________________________

3. Address for correspondence:__________________________________________________________
____________________________________________________________________________________
____________________________________________________Pin:_____________________________

4.Permanent/Office Address:______________________________________________________________________
__________________________________________________________________Pin:_________________________

5.Date of Birth:    DD_____ MM____YY_______                                           Age (Completed years):___________

6. Other Contact Details: 
(a) Phone Nos: (Res)______________ (Office) :________________ (b) Mobile:____________________________
(c) E-mail-ID: ________________________________ (d) Fax:___________________________________________

7.Educational & Professional Qualifications:_______________________________________________________

AMFI Certification(Tick) : Yes [ ]    No [ ]          IRDA Certification : Yes [ ]      No [ ].

Any Other Prof. Qualification:.________________________________________________________________

  (If yes give ARN No.________________________. Please attach the photocopy.

8. Other Exams:__________________________________________________________________________________

9. Identity Status (Tick what is applicable) : Service [ ] Business [ ] Retired [ ] Housewife [ ] Others [ ]

10. Details of above (if possible) e.g.-nature of activity, part time/full time:______________________________________

______________________________________________________________________________________________________

 .No of years of experience in selling financial products:
11  .Financial Product (Tick the financial products you are selling and also rank in order of preference/convenience
in the space provided

  Fixed Deposit [ ] _________ Post Office Schemes [ ]________ RBI Bonds [ ]_________
 
Mutual Funds [ ]_________ Life Insurance [ ]________ General Insurance [ ]

12 .Average mobilisation per month (products category wise) :
Investment Products Application Amount Investment Products Application Amount
Fixed Deposit     Life Insurance    
Mutual Funds    
RBI Bonds
   
Post Office Schemes     General Insurance    

 

 




3.PAN/GIRNo.:____________________________

14 .Circle/Ward/Dist:________________________

15.Bank details : Name:_____________________            Branch:______________________           A/C No: ________________________

A/CType:            Saving □ Current [ ] NRE [ ] NRO [ ]              Payment Mode: Cheque □ Dd [ ] ECs [ ] Bc [ ]

16. What services or support you expect from us:________________________________________________________

Tick   Tick
Clients Related Report through e-ail/website
  Financial Planning Software support  
Regular Knowledge updation through e-Mail/website
  Sales support through Financial Planning Model  
Market Information through website / e mail   Customized Product/Service support on demand  
Customized Knowledge/information support on demand by email
  Meeting / Presentation for valued clients  
Investment Product Guidance on demand through e- mail
  Joint call visit to client when requested  
Rate information by e-mail
  Conferences with Fund Manager  
Market Updates by e-mail
  Training on Investment products  
Solving your clients' queries by e-mail
  Regular meetings  
Market related important information by SMS
  Sales skill development training  
Direct Payment to bank account
  Stationery by post on monthly basis  

17. Any other service or support you expect which has not been mentioned above:

a)
b)
c)
d)

18 Suggestions for strengthening our business relationship and increasing your sales mobilization.
a)______________________________________________________________________
b)______________________________________________________________________
c)______________________________________________________________________

Declaration: I / We confirm that the above particulars are true and correct. I/We am/are ready
to accept the terms and conditions as laid by you from time to time

Place:

Date: Signature of Applicant

(Please provide us one passport size photograph with proof of address, and
copy of PAN Card / Voter ID / Ration Card (as identity proof).

 

Terms & Conditions
1. You will be designated as member of Bajaj Capital Advisors Network.

2. In the event an application of the client has been rejected/refused/returned, you shall not be entitled to receive any remuneration.

3. In the event of pre-mature withdrawal of the fixed deposit by the client, you agree that BCL shall have
the right to recover and/or adjust the remuneration paid to you.

4. In consideration of you having been empanelled with BCL, you agree not to accept any investment in cash and/or in your own name and shall at all times obtain
and maintain all necessary authorization/registration.

5. You covenant with BCL that at the time of entering into this arrangement there are no existing breaches
of law, regulation and/or notifications. During the continuance of this arrangement you agree to abide by all applicable laws.

6. You may appoint such number of persons in any capacity. However, there shall be no privity of contract
between BCL and such persons and BCL shall not, in any way, be liable or responsible for the
actions/omissions of such persons. You agree to hold BCL indemnified fromany claims,
loss or damage arising from the actions/omissions of yourself and/or such persons

7. You shall not guarantee any returns to investors nor make any representation or advertisement,
in any manner and/or of any nature, to investors without the specific authorization of BCL and where permitted,
shall only use advertising/promotional material authorized/permitted by BCL.

8. BCL reserves the right to terminate this arrangement (i) at any time without assigning any reasons;
(ii) immediately in the event of breach of any of the terms and conditions or any applicable law including those prescribed by SEBI, AMFI.

9. The appointment made hereunder does not in any manner create or seek to create any employer-employee
or master-servant or agent-principal relationship between BCL and yourself. You shall have no right to bind BCL in any manner whatsoeve

10. Any dispute arising out of the interpretation or construction of the appointment made hereunder
shall first sought to be settled amicably, through discussions, deliberations, failing then the courts at
Delhi shall have exclusive jurisdiction to try the matter.

 

I/we have read, noted and accepted the above terms and conditions. Signature of Applicant

For Office Use Only

Approved By:_______
Code No._________
Allotted:__________
Date:____________ 

Regional Offices of Bajaj Capital advisors Network
NORTH
United India Life Building, F-Block,Connaught Place, New Delhi-110001. Ph:51790444, 23736201, 23712925
Contact- Mr. C.P. Bhatia
M. No:9811027502
WEST
Agra Building, Gr. Floor,
7/9 Oak Lane, Fort, Mumbai-400023.
Ph: 56376995-99,Fax: 56376994
Contact- Dr. Manasvi Singh/Mr.Jignesh Parekh
M.No: 9820444628/9821028352
EAST
507, Lords, 5th Floor, 7/1,
Lord Sinha Road, Kolkata-700071.
Ph: 22820383, 40034030/4733
Conact-Mr. Biman Chakraborty
M.No: 9830026830
SOUTH
19, Wellington Plaza, G. Floor,
90, Anna Salai Chennai 600002.
Ph: 044-23451234, 23451207/8.
Contact- K.Suresh
M.No:9840903190