What documents does the Karta need to present during the IPV for HUF account?

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• What information will the Karta need to confirm during the IPV for HUF account?

  RM must ensure the Karta knows the following information: • Registered email ID of the HUF account • Registered mobile number of the HUF account • Bank details associated with the HUF account • Name of the HUF (firm name)

• What if the Karta is unavailable? Can another family member attend the IPV for HUF account?

  No. RM must confirm the KARTA’s availability as the Karta's presence is mandatory for the IPV. If the Karta is unavailable, the IPV will need to be rescheduled.

• What happens if the Karta fails to attend the scheduled IPV for HUF account?

  RM has to make sure on booked slot client is available to join the call, failure to attend the IPV may result in delays in opening the account or restrictions being placed on an existing account.

• How customer will be notified about the IPV for HUF account?

  The RM will confirm the client’s availability accordingly a link to join the IPV will be sent to the HUF's registered email address.

• What information and documents do the client need to have ready for the IPV meeting for Corporate account?

  The individual (Director, AP, Partner, or Trustee) must be prepared to provide the following during the IPV meeting: • Company Details: They must know the company's registered mobile number, registered email ID, and company name. • Company PAN Card • ...