Distributor / Broker ARN ARN-0018 - Karvy Value

1 Application Form for Lumpsum/SIP/Folio Creation Please refer instructions before filling the form Application No : I/We hereby confirm that the EUIN box has been intentionally left blank by me/us as this transaction is Key Partner/Agent Information executed without any interaction or advice by the Distributor / Broker ARN Sub- Broker ARN Code Internal Sub- Broker /Employee Code employee/relationship manager/sales person of the above Distributor /sub Broker or notwithstanding the advice of in-appropriateness, if any, provided by the ARN-0018 ARN - employee/relationship manager/sales person of the Employee Unique Identification No. (EUIN) Registered Investment Advisor Code Distributor /sub Broker . (Refer Instruction no. 1vii). (Of Individual ARN holder or of employee/. Transaction Charges (Please tick any one of the Relationship Manager/Sales Person of the Distributor ).)

2 Below. For details refer KIM). Existing Unitholder: Please fill in Folio Number below and then proceed to section 2. I am a first time investor in Mutual Funds /. I am an existing investor in Mutual Funds (Default) Folio Number Name of Sole /. Upfront commission, if any, shall be paid First Unit Holder directly by the investor to the AMFI registered distributors based on the investors' assessment of various factors, New Unit Holder including the service rendered by the Distributor . 1. Applicant's Details (Name as per AADHAAR card). Mode of Holding (Only for non-demat mode) Single Joint Anyone or Survivor (Default). Sign Here - Sole/First Applicant/Guardian/POA. First/Sole Mr. / Ms. / M/s. City of Birth Country of Birth Date of Sign Here - Second Applicant PAN/KRN D D M M Y Y Y Y. Birth (As per AADHAAR card). AADHAAR No. KIN Enclosed KYC Proof Gross Annual Sign Here - Third Applicant Below 1 Lac 1-5 Lacs (Default) 5-10 Lacs 10-25 Lacs 25 Lacs - 1 Crore > 1 Crore Income As on (date within last 1 year).

3 Net-worth in Rs. D D M M Y Y Y Y. (Mandatory for Non-individuals). Occupation Private Service Pub. Sector / Govt. Serv. Professional Business Others Politically Exposed Person (PEP). Details Retired Student Agriculturist Forex Dealer (For Related to PEP. Housewife Others _____(Please specify) individuals) Not Applicable (Default). Country of Birth/Citizenship/Nationality or Tax Second* Mr. / Ms. Residency, other than India, for any applicant: Yes No (Mandatory to ) City of Birth Country of Birth If Yes, please fill FATCA/CRS declaration NRI investors should mandatorily fill separate Date of PAN/KRN D D M M Y Y Y Y. FATCA/CRS declarations Birth Non-Individual investors should mandatorily fill (As per AADHAAR card). separate FATCA / CRS & UBO declarations AADHAAR No. KIN Enclosed KYC Proof Gross Annual Below 1 Lac 1-5 Lacs (Default) 5-10 Lacs 10-25 Lacs 25 Lacs - 1 Crore > 1 Crore Income Net-worth in Rs.

4 As on (date within last 1 year) D D M M Y Y Y Y. Occupation Private Service Pub. Sector / Govt. Serv. Professional Business Others Politically Exposed Person (PEP). Details Retired Student Agriculturist Forex Dealer (For Related to PEP. Housewife Others _____(Please specify) individuals) Not Applicable (Default). Third* Mr. / Ms. City of Birth Country of Birth Date of PAN/KRN D D M M Y Y Y Y. Birth (As per AADHAAR card). AADHAAR No. KIN Enclosed KYC Proof Gross Annual Instructions Below 1 Lac 1-5 Lacs (Default) 5-10 Lacs 10-25 Lacs 25 Lacs - 1 Crore > 1 Crore Income *No joint holder where minor is first holder Net-worth in Rs. As on (date within last 1 year) D D M M Y Y Y Y. PAN/KRN (Refer Instruction no. 3), Date of birth is mandatory in case of Minor, additionally refer Instruction Occupation Private Service Pub. Sector / Govt. Serv. Professional Business Others Politically Exposed Person (PEP).

5 No. 2, KYC & Networth (Refer Instruction no. 13). If the Details Retired Student Agriculturist Forex Dealer (For Related to PEP. name given in the application does not match the name as Housewife Others _____(Please specify) individuals) Not Applicable (Default). appearing on the AADHAAR card, authentication, application may be liable to get rejected or further Others (For Is the entity involved in any of the following services (i) Foreign Exchange/Money Changer Services Yes No (Default). transactions may be liable to get rejected. Non-individuals) (ii) Gaming/Gambling/Lottery/Casino Services/Betting Syndicates Yes No (Default) (iii) Money Lending/Pawning Yes No (Default). Guardian/. Contact Person*. Relation Father Mother Court Appointed Guardian Date Of PAN/KRN D D M M Y Y Y Y. Birth (As per AADHAAR Card). AADHAAR No. KIN Enclosed KYC Proof POA Holder#.

6 Date Of PAN D D M M Y Y Y Y. Birth (As per AADHAAR Card). AADHAAR No. KIN Enclosed KYC Proof (Address should be as per KYC records, Mailing Address refer Instruction no. 13ii). City PIN State Tel. No. (Residence) Tel. No. (Office). Status ( ). Individual Minor Mobile E-mail HUF NRI Repatriable LLP Listed Co. Society/Club Overseas Address (Mandatory in case of NRI / FII / FPI applicant). Trust AOP. Co. U/S 25/8 of Minor-NRI Repatriable Companies Act Minor-NRI Non-Repatriable NRI Non-Repatriable Partnership Unlisted Co. Body Corporate City State/Province FII FPI. Others_____. Country PIN. In case of Non-Profit Entity 2. Investment and Payment Details1 (For Cash, refer instruction no. 7). Scheme: Invesco India Plan Option Mode of Payment Cheque Cash Investment Amt. (Rs) Net Amt. (Rs). DD Funds Transfer NACH RTGS/NEFT Cheque/DD DD Charges (Rs.). Account Type UMRN/UTR.

7 Current Savings SNRR. Bank Name Bank A/c. No. NRE NRO FCNR. Others _____. Name of the person making payment PAN/KRN Enclosed KYC Proof Applicable in case of Third Party Payment: On behalf of Minor Client Employee KIN. Distributor (Refer instruction no. 6). 3. For SIP/Micro SIP2 (For Post Dated Cheques Use Cheque Truncation System (CTS) cheques only) SIP Micro SIP. Amount Cheque Date D D M M Y Y Y Y. Drawn on Bank Branch Applicable in case of Third Party Payment: On behalf of Minor Client Employee Or Till further Distributor (Refer instruction no. 6). Period From D D M M Y Y Y Y To D D M M Y Y Y Y notice Instructions Cheque Nos. From To *In case of Guardian, Investor needs to update their gross annual income, Occupation and other details as provided in Name of the person first/sole holder. Contact Person-In case of non-individual making payment investors only.

8 #If the investment is being made by a Constituted Attorney, please furnish the details of POA holder. Enclosed PAN/KRN KYC Proof 1. Cheque/DD should be drawn in favour of the Scheme. Investors applying under direct plan must mention Direct . in the box provided in Point no. 2. KIN. 2. For SIP through Auto-Debit (Direct Debit/NACH) please fill Frequency Monthly (Default) or Quarterly SIP Date Date of your choice (15th Default). respective SIP registration cum mandate form (Jan,Apr,Jul,Oct) (except 29,30,31). 4. Demat Account Details1 Optional, Refer instruction no. 11. NSDL CDSL DP ID2 I N. Beneficiary DP. Account No. Name Please provide a cancelled cheque leaf of the same bank 5. Bank Account Details (Mandatory As Per SEBI Guidelines) Refer instruction no. 4. account as mentioned above. We will credit the Account Type Bank redemption/dividend proceeds directly into investors' account A/c.

9 No. Current Savings SNRR. through electronic means if the details provided by the investors are sufficient for the same. Mentioning your IFSC will NRE NRO FCNR. Bank help us transfer the amount to your bank account faster. Unit Name Others _____. holders who have opted to hold Units in dematerialised form must provide Bank Account details linked with the Demat City PIN. account, as mentioned under section 4. In case of discrepancy, bank details as per depository records will be final. Branch MICR. I would like to receive cheque payout I have provided multiple bank registration form Address Code3. NEFT/RTGS/. IFSC Code4. Instructions 6. Nomination Details5 Refer Instruction no. 10. 1. The details of the Bank Account linked with the Demat A/c Name Relationship as mentioned below should be provided under section 5. Nominee 1. 2. Not applicable in case of CDSL.

10 3. 9 digit No. next to your Cheque No. Date of Birth (Mandatory for minor) PAN % Share 11 digit character code appearing on cheque leaf. 4. D D M M Y Y Y Y. 5. Mandatory for investors who opt to hold units in non-demat form. Name Relationship Nominee 2. Date of Birth (Mandatory for minor) PAN % Share D D M M Y Y Y Y. Name Relationship Nominee 3. Date of Birth (Mandatory for minor) PAN % Share D D M M Y Y Y Y. Name of Guardian (If Nominee is Minor) Guardian's Relation Address PAN of Guardian Signature(s) for Declaration 7. Declaration derived through legitimate sources and is not held or designed for the Sign Here - Sole/First Applicant/Guardian/POA The Trustees, Invesco Mutual Fund purpose of contravention of any Act, Rules, Regulations or any statute or Having read and understood the contents of the Statement of Additional legislation or any other applicable laws or any Notifications, Directions Information/Scheme Information Document(s) of the respective schemes, issued by any governmental or statutory authority from time to time.