ABSL Fort PKT 1

With effect from Monday, September 15, 2025, which schemes amongst the below options have been added in Daily SIP frequency

• Aditya Birla Sun Life Gold ETF

• Aditya Birla Sun Life Silver ETF Fund of Fund

• Aditya Birla Sun Life Silver ETF

• Aditya Birla Sun Life Gold Fund

Sampoorna SIP is a combination of

• SIP+STP

• STP+SWP

• SIP+SWP

• None of the options

Investor's residing in Dubai/UAE do not pay tax however are NRIs, how can they add Tax dentification Number (TIN)?

• FATCA is not mandatory for such investors

• They cannot invest in Indian MFs

• They need to submit TIN NA Declaration

• They are banned countries

For NRIs to update their TIN details in their folios, they can share their ______,______ & _____ on the service email id

• PAN

• Country of Tax Residency

• TIN

• KYC Reference Number

Aditya Birla Sun Life Asset Allocator FOF is recategorized and renamed as ________ with effect from Sunday, August 31, 2025 (the Effective Date)

• Aditya Birla Sun Life Active Multi-Asset Omni FOF

• Aditya Birla Sun Life Multi-Asset Omni FOF

• Aditya Birla Sun Life Passive Multi-Asset Omni FOF

Aditya Birla Sun Life Debt Plus Arbitrage FOF is recategorized and renamed as ________ with effect from Sunday, August 31, 2025 (the Effective Date)

• Aditya Birla Sun Life Income plus Arbitrage Active-Passive FOF

• Aditya Birla Sun Life Income plus Arbitrage Passive FOF

• Aditya Birla Sun Life Income plus Arbitrage Active FOF

• None of the options

Aditya Birla Sun Life Financial Planning FOF – Aggressive Plan is recategorized and renamed as ________ with effect from Sunday, August 31, 2025 (the Effective Date)

• Aditya Birla Sun Life Dynamic Asset Allocation Passive FOF

• Aditya Birla Sun Life Dynamic Asset Allocation Omni FOF

• Aditya Birla Sun Life Dynamic Asset Allocation Active FOF

With effect from Monday, September 1, 2025 (“the Effective Date”), which of the below mentioned schemes have been included in the Daily SIP Frequency?

• Aditya Birla Sun Life BSE 500 Quality 50 Index Fund

• Aditya Birla Sun Life BSE 30 Index Fund

• Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund

• Aditya Birla Sun Life NIFTY 50 Index Fund

The new CTST for requests received on our service email id will be tagged as:

• Activity - NFT Hold Cleared

• Activity – FATCA-CRS Updation

• Request – FATCA-CRS Updation

• Query – FATCA-CRS Updation

If an investor asks for Capital Gain statement on his registered email address, what is the action you can take as an associate:

• We cannot share/view Capital Gain statement in Excel format

• We can view but cannot share Capital Gain statement in Excel format

• We need to ask the investor to write us on our service email id. Only Email team can share the CG statement.

• We can inform the investor on call that he will receive the statement and share through SFDC on our own.