Addendum
Registered Office: UTI Tower, ‘Gn’ Block, Bandra Kurla Complex, Bandra (E), Mumbai 400 051. Phone: 022- 66786666

Website: www.utimf.com

No. - 18/2012-13 September 13, 2012

Friend in Need
Investors of UTI Mutual Fund (UTI MF) are hereby informed that the facility called
“Friend in Need” is introduced with immediate effect for the Individual investors
(Resident as well as Non-resident) of UTI MF under all the schemes, whereby there
will be an option to furnish the contact details including name, address, relationship,
telephone number and email ID of any person other than the applicant/s and
nominee. This will facilitate obtaining the latest contact details of the investors, if
UTI MF is unable to establish contact with the investors. The details are:
1. Communication in any form shall be sent to the investor’s registered address
or Email ID, if available, at least for two occasions. If no response is received
from the investor for the above, the ‘Friend In need’ details made available by
the investor shall be contacted to obtain the latest contact details of the
investors.
2. The investment details of the investor such as Folio no., scheme name and
units held etc. shall not be disclosed to the ‘Friend in Need’, while contacting
the ‘Friend in Need’ in such cases.
3. UTI MF shall make efforts to contact the investor, based on the latest contact
details received from the ‘Friend in Need’.
4. Necessary due diligence including obtaining additional documentation shall be
carried out by UTI MF to establish genuineness of the investor, once the
contact is established with the investor.
5. Investors must ensure that if a ‘Friend in Need’ is designated, he/she should
be a person of integrity and confidante in the opinion of the investor,
Addendum
Registered Office: UTI Tower, ‘Gn’ Block, Bandra Kurla Complex, Bandra (E), Mumbai 400 051. Phone: 022- 66786666
Website: www.utimf.com
designating him/her, to avoid associated risks, which will be at the sole risk,
cost and consequence of the investor.
6. Above facility is available to both existing and the new investors.
7. Investors shall keep UTI MF updated in case of any changes in the details of
‘Friend in Need’, as and when such changes are required and in any case
within 30 days from the date of such changes.
All other features, terms and conditions contained in the Scheme Information
Document (SID) / Statement of Additional Information (SAI) / Addenda issued
hitherto / Key Information Memorandum (KIM) of the respective Schemes shall
remain unchanged.
This addendum is an integral part of the SAI & SID / KIM of the respective Schemes
and shall be read in conjunction with the SAI / SID / KIM.
For UTI Asset Management Company Limited
Sd/-
Authorised Signatory
In case any further information is required, the nearest UTI Financial Centre may please be contacted.