Nomination Requirements- HDFC

Investors can add upto 10 nominees in folio from ____

• 1st June '25

• 31st June '25

• 31st December '25

• 1st September '25

Can a Power of Attorney (POA) holder nominate?

• Yes- POA holders can nominate

• No- POA holders cannot nominate

Can a minor e a nominee?

• Yes- a minor can be nominated

• No

What information about Nominee required for registration of nominee(s) wef 1st June '25 ?

• Contact details

• POI & POA

• Relationship proof with the investor

• All the options

Who cannot make a nomination?

• individual

• natural person

• A religious or charitable trust

• Guardian investing on behalf of Minor

In Anyone or Survivor mode of holding' folios all the unit holders have to sign the form

• True

• False- any one of the holders can sign

How long must regulated entities maintain records of nominations?

• for eight years after the transmission of the folio/account

• for ten years after the transmission of the folio/account

• for Fifteen years after the transmission of the folio/account

• or Fifty years after the transmission of the folio/account

Is the KYC for Nominee mandatory?

• Yes

• No- KYC of the nominee/s during the lifetime of the investors shall be optional

Who can be a Guardian for minor Nominee?

• Father

• Mother

• Father, Mother or Legal Guardian

• none of the options

Can Investor have different nominees for different folios?

• Yes, investor can nominate different nominees for different folios.

• No, investor cannot nominate different nominees for different folios.