Mutual funds don’t accept third-party cheques

By | March 15, 2011

According to Association of Mutual Funds in India (AMFI) guidelines, investments made through third-party cheques will not be accepted by mutual funds. A cheque issued and signed by any person other than the first holder of the investment is treated as a third-party cheque.

There are a few exceptions applicable to this rule too. Payments done by parents/ grand parents/ immediate relatives on behalf of a minor are accepted up to an upper limit of Rs. 50,000 per SIP installment or regular purchase. Payment done by employer on behalf of employee under SIP scheme is also allowed.

These exceptions are accepted only if there is a declaration is presented mentioning the relationship of the third party with the first holder of the investment. Also the PAN card, KYC acknowledgement of person paying on behalf of the first holder has to be attached with the application form. In case there are more than one account from which the payment is done, then multiple accounts has to be registered when the application is submitted.

In case of loan repayments, there is no such restriction for third party check. So if one has a home loan or car loan the repayment can be done from anybody’s account.

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About Pradeep Yuvaraj

Pradeep Yuvaraj is a Co-Founder and Director at Finerva Financial Solutions Private Limited, a financial education company focused on personal finance education. He has penned over 250 articles relating to Personal Finance and clocked over 500 hours of educating individuals on managing personal finance. He is a serial entrepreneur and has been associated with 7 Start-ups. His entrepreneurial experience spans industries as varied as Education, Gas Engineering, Automobile Design, Software development and more recently a Pure play presentation design company. Prior to turning entrepreneur in 2005, he has worked for 3 of the top ten companies of the world - Shell, ExxonMobil and Total SA. This experience included handling Branch Operations, Channel Sales and Business Development across 5 states over a period of 8 years. He holds an MBA from Symbiosis and an Electronics Engineering Degree from the University of Pune.

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