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Investor Login - Mutual Fund Transaction Platform | Canara Robeco

<!DOCTYPE html> <html> <head> <title> Investor Login - Mutual Fund Transaction Platform | Canara Robeco </title> <meta charset="utf-8"> <meta http-equiv="X-UA-Compatible" content="IE=edge,,chrome=1"> <meta name="viewport" content="width=device-width,initial-scale=1.0,maximum-scale=1.0"> <link rel="icon" href="/assets/images/newfavicon.ico " type="image/x-icon"> <script type="text/javascript" language="javascript"> var tody = Date.now(); </script> <link rel="stylesheet" href="/Inv_Post_assets/css/bootstrap.css"> <script>document.write("<link rel='stylesheet' href='/Inv_Post_assets/css/layout.css?v=" + Date.now() + "'/>");</script> <script>document.write("<link rel='stylesheet' href='/Inv_Post_assets/css/developer.css?v=" + Date.now() + "'/>");</script> <script src="/Inv_Post_assets/js/jquery-3.6.0.min.js"></script> <script type="text/javascript" language="javascript"> history.pushState(null, null, location.href); window.onpopstate = function () { history.go(1); }; </script> <!-- Google Tag Manager --> <script> (function (w, d, s, l, i) { w[l] = w[l] || []; w[l].push({ 'gtm.start': new Date().getTime(), event: 'gtm.js' }); var f = d.getElementsByTagName(s)[0], j = d.createElement(s), dl = l != 'dataLayer' ? 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Gain access to your investment portfolio, transaction history, and account details. Stay in control of your investments and make informed decisions with ease." /><meta name="keywords" content="Transaction portal, Investor platform, Canara Robeco investor portal" /></head> <body ng-app='myApp'> <!-- Google Tag Manager (noscript) --> <noscript> <iframe src="https://www.googletagmanager.com/ns.html?id=GTM-5MGZDBF" height="0" width="0" style="display:none;visibility:hidden"></iframe> </noscript> <!-- End Google Tag Manager (noscript) --> <div id="ip-containers" class="ip-containers dashboardInner"> <div id="loader"> <div class="loaderPage"><img src="/Investor-assets/images/cr-loader02.gif" height="100" width="100" alt="loader"></div> </div> <header class="header-down"> <script type="text/javascript"> $(window).on("load", function() { setTimeout(function() { $("#modal-4").addClass('md-show'); }, 10); }); </script> <div > <div class="sfContentBlock sf-Long-text" ><header class="header-down"><!-- <marquee class="ticker" direction="left" truespeed="true" scrolldelay="10" scrollamount="1" width="100%" bgcolor="white" style="background:#7bc8d5;position:absolute;bottom:-21px;font-size:14px;color:#000;font-weight:700;">Please note that the website will be under maintenance on 15-02-2025, Saturday from 8:00 AM till 11:00 PM. Apologies for the inconvenience caused.</marquee>--> <!-- <marquee class="ticker" direction="left" truespeed="true" scrolldelay="10" scrollamount="1" width="100%" bgcolor="white" style="background:#7bc8d5;position:absolute;bottom:-21px;font-size:14px;color:#000;font-weight:700;">On account of the 2024 Loksabha Elections (General Election), the State Government is expected to declare a Public Holiday on the appended location-wise dates. Accordingly, all Canara Robeco branches will be closed. To know location-wise dates please --> <!-- <a href="/news-articles/2024-lok-sabha-elections-schedule"> click here.</a> --> <!-- </marquee> --> <div class="container"><div class="row"><div class="col-xs-12"><div class="headerWrapper clearfix minHeader"><div class="lSide"><div class="logo"><a href="/smart-invest/sign-in"><img alt="canara robeco" height="54" src="/images/default-source/default-album/cr_si.svg" /></a> </div></div><div class="rSide"><div class="search-wrap"><a href="/home"><img alt="" src="/assets/images/home.png" /></a> </div></div></div></div></div></div><!--<p style="background:#e7edee;color:#f5a530;text-align:center;"><strong>Due to Republic Day rehearsal on 23rd January&rsquo;2024 our Delhi branch will be opened at 1.00 p.m.</strong></p>--> </header></div> </div> </header> <div class="mainWrapper ip-main main-wrap"> <div class="wrapper-content inside"> <div id="dynamicClassDiv" class=""> <div class="container-fluid" style="padding :0"> <div class="row"> <div class="col-lg-12"> <div> <style> #modal-4 { transform: translateY(-50%); width: 768px; max-width: 768px; } .mpopUps .md-content.covidWrap { background: rgb(255, 255, 255); padding: 2.6rem 0 0; } .mpopUps #modal-4 .md-content { top: 42%; transform: translateY(-50%); } /*.md-show.md-effect-3 .md-content { opacity: 1; }*/ .mpopUps .md-content.covidWrap .covidContent { padding: 2rem 3.6rem 2rem 3.6rem; } .mpopUps .md-content.covidWrap .covidContent p { color: #fff !important; } .mpopUps .md-content.covidWrap .covidContent p:first-of-type { margin-bottom: 1.5rem; } .mpopUps .md-content.covidWrap .declarationContent { padding: 2rem 3.6rem; background: #fff; } .resiPop .md-content { border: 3px solid #68b0dd; border-radius: 6px; } .resBtn { display: none; } </style> <div class="mpopUps resiPop"> <div id="modal-4" class="md-modal md-effect-3 loginpopup md-show"> <div class="md-content pickscheme covidWrap"> <div class="declarationContent"> <h3>Declaration</h3> <div class="data"> <p style="color: #444;"> With effect from December 9, 2013, U.S. Persons and Residents of Canada are not permitted to invest in any of the Schemes of Canara Robeco Mutual Fund. Read the issued <a href="https://canararobeco.com/docs/default-source/default-document-library/restrictiononinvestmentsfromu-s-personsandresidentofcanada.pdf" target="_blank" rel="noopener noreferrer"> notice cum addendum in this reference. </a> </p> </div> <a class="orangeBtn acceptBtn resBtn" href="#" style="display: inline-block;">I am not a US Person / Resident Of Canada</a> <a href="https://www.canararobeco.com/" target="_blank" rel="noopener noreferrer" class="orangeBtn rejectBtn resBtn" style="display: inline-block;">I am a US Person / Resident Of Canada</a> </div> </div> </div> </div> <div class="investorLogin clearfix" ng-controller="Inv_LoginController"> <div class="container"> <div class="row"> <div class="col-sm-5 col-xs-12"> <div class="quickInvst"> <h2>Quick Invest</h2></br> <h5 style="color: #00a2bd">For existing investors with active Folio no.</h5> <div class="inputFeild"> <span class="fieldIcon icon-PAN"></span> <input required type="text" maxlength="10" autocomplete="new-pan" id="pan" ng-model="pan" class="inpDefault js-required panNum"> <label for="pan">Enter PAN to start investing</label><span class="errorText"></span> </div> <div class="checkFeild"> <label for="tnc"> I have read all the <a href="javascript:void(0)" data-modal="modal-termsCondition" class="md-trigger">Terms and Conditions </a> <input id="tnc" type="checkbox"> <div class="controlIndicator"></div> </label> </div> <div class="errorMsg" id="validpan" style="font-size: 1.5rem"></div> <div class="btnWrap"> <button class="defaultBtn orangeBtn js-investBtn" ng-click="SubmitPan()">Invest</button> </div> <div class="quickLogin"><span class="quickloginIcon"></span><span>Investment will be <br>as fastest as your quick login</span></div> </div> </div> <div class="col-sm-7 col-xs-12"> <div class="loginWrap"> <div class="tabsMain"> <ul class="tabs js-tabs clearfix"> <li class="active"><a href="#" id="login" data-loc="login">Sign In</a></li> <li><a href="#" id="signup" data-loc="signup">Sign Up</a></li> </ul> <div class="tabsCont"> <div class="tabInner active singIn"> <div class="steps step1 slg"> <p class="note2"><b>Please note :</b>This Online investment facility is available for investors having Tax Status as Resident Individuals(RI), Non-Resident Individuals (NRI) & Hindu Undivided Family (HUF).</p> <p class="note"><span class="icon-fill-risk"></span>Registered Users need to Sign-in with username and password followed by verification of OTP sent to the registered email id and mobile number of the user for authentication. <br />Change Your Password Periodically.</p> <div class="inputFeild"> <span class="fieldIcon icon-PAN"></span> <input required type="text" maxlength="50" id="uname1" class="inpDefault js-required js textUpperCase" ng-minlength="5" autocomplete="new-username" ng-model="Username"> <label for="uname1">Username or PAN</label><span class="errorText"></span> </div> <div class="inputFeild"> <span class="fieldIcon icon-Password"></span> <input required type="password" maxlength="20" id="pwds" class="inpDefault js-required pwd" oncopy="return false" onpaste="return false" autocomplete="new-password" ng-model="LoginPassword"> <label for="pwds">Password</label><span class="errorText"></span> <div id="keyboard"></div> <img src="/Inv_Post_assets/images/icon_keyboard.png" class="keyImg"> </div><a href="/investor/postlogin/smart-invest/forgot-password" class="fgPass">Forgot password?</a> <div class="virtualKB"> <div class="checkFeild"> <label for="virtualKeyBoard"> Click here to use virtual keyboard for the password only (Recommended) <input id="virtualKeyBoard" type="checkbox" class="js-keyImg"> <div class="controlIndicator"></div> </label> </div> </div> <div class="btnWrap"> <span class="errorMessage" ng-show="LoginStep1Error.indexOf('Account Locked') > -1">Account Locked. <a id="CustomError" href="https://www.canararobeco.com/smart-invest/forgot-password">Click Here</a> to Unlock/Reset the same.</span> <span class="errorMessage" ng-hide="LoginStep1Error.indexOf('Account Locked') > -1">{{LoginStep1Error}}</span> <button class="defaultBtn orangeBtn nextBtn disabled" id="btnSignIn" ng-class="ValidateLoginProcess(1)" ng-click="LoginStep1()">Sign In<div class="loaderN loader-4"><span></span><span></span><span></span></div></button> </div> <p class="note"> I hereby provide my explicit consent to be contacted via telephone, SMS, email, or any other mode of communication for the purposes of addressing my investment-related inquiries and/or receiving communications pertaining to transactions, non-commercial transactions, promotional content, and other related materials. This consent applies irrespective of any preferences I may have registered with the National Customer Preference Registry. </p> </div> <div class="steps step2"> <div class="checkFeild clearfix"> <label>Select Email Id or Mobile No.</label> <div class="radioBox" style="height:30px"> <div class="radio-inline"> <input type="radio" name="OTPId" value="e" id="em1" checked> <label for="em1">{{UserDetails.maskedemail}}</label> </div> </div><span class="errorText"></span> <div class="radioBox" style="height:30px"> <div class="radio-inline"> <input type="radio" name="OTPId" value="m" id="mn1"> <label for="mn1">{{UserDetails.maskedmobile}}</label> </div> </div><span class="errorText"></span> </div> <div class="btnWrap"> <span class="errorMessage">{{LoginStep2Error}}</span> <button class="defaultBtn orangeBtn nextBtn" ng-click="LoginStep2('Login')">Get OTP<div class="loaderN loader-4"><span></span><span></span><span></span></div></button> </div> </div> <div class="steps step3"> <div class="fieldInfo" id="MaskMobileshow"><span>Please enter the OTP sent to the Mobile no {{MaskMobile}} Registered against the username to continue.</span></div> <div class="fieldInfo" id="MaskEmailshow"><span>Please enter the OTP sent to the Email ID. {{MaskEmail}} Registered against the username to continue.</span></div> <div class="inputFeild"> <input required type="text" maxlength="6" id="otp1" class="inpDefault js-required js-numbersOnly"> <label for="otp1">Enter OTP</label><span class="errorText"></span> <p id="time"></p> <span id="otpMessage" style="display:none">Have not received an OTP? <a href="#" id="resend" ng-click="LoginStep2('Login')">Resend</a></span> <p>Please note that OTP is valid only for 15 minutes. If your OTP has expired, generate a new OTP by using ‘Resend’ link given above.</p> </div> <div class="btnWrap"> <span class="errorMessage">{{LoginStep3Error}}</span> <button class="defaultBtn orangeBtn disabled nextBtn btnVerifyOtp" ng-click="LoginStep3('Login')">Verify OTP<div class="loaderN loader-4"><span></span><span></span><span></span></div></button> </div> <br /> <div class="fieldInfo" id="MaskEmailbothMaskMobileshow"><span style="font-family: lato-Regular !important; font-size:1.2rem"><b>Note: </b>Please check your inbox, promotional tab in case of Gmail users and/or spam folder for OTP. To ensure all emails are delivered to your inbox, kindly add your “smartinvest@canararobeco.com“ to your contact list. Attentions all NRI customers: The OTP will be sent only to your registered Email ID.</span></div> </div> <div class="steps step4" id="Step4ForPassword" style="display:none"> <div class="fieldInfo"> <p>Your password has expired, you must change your password now!</p> </div> <div class="inputFeild"> <span class="fieldIcon icon-Password"></span> <input required type="password" maxlength="20" autocomplete="new-password" id="oldPWD" ng-model="txtOldPassword" class="inpDefault js-required"> <label for="oldPWD">Old password</label><span class="errorText"></span> </div> <div class="inputFeild"> <span class="fieldIcon icon-Password"></span> <input required type="password" maxlength="20" autocomplete="new-password" id="newPWD" ng-model="txtNewPassword" class="inpDefault js-required"> <label for="newPWD">New password</label><span class="errorText"></span> </div> <div class="inputFeild cnfrmPwd"> <span class="fieldIcon icon-Password"></span> <input required type="password" maxlength="20" autocomplete="new-password" id="confirmPWD" ng-model="txtConfirmPassword" class="inpDefault js-required"> <label for="confirmPWD">Confirm password</label><span class="errorText"></span> </div> <p class="errorText"></p> <div class="btnWrap"> <button class="defaultBtn orangeBtn js-comparePassword disabled" ng-model="BtnChangePassword" ng-click="BtnChangePassword()">Submit<div class="loaderN loader-4"><span></span><span></span><span></span></div></button> </div> </div> <div class="steps step5" style="display:none"> <img src="/Inv_Post_assets/images/icon_successful.png" alt="mailed icon"> <h3>Your password has been changed successfully.<br>Use your new password to Sign in.</h3> <div class="btnWrap"> <button class="defaultBtn orangeBtn js-finalActionBtn" ng-model="GoToLogin" ng-click="GoToLogin()">Sign In</button> </div> </div> </div> <div class="tabInner signUp"> <p class="note2"><b>Please note :</b>This Online investment facility is available for investors having Tax Status as Resident Individuals(RI), Non-Resident Individuals (NRI) & Hindu Undivided Family (HUF).</p> <ul class="stepsT"> <li class="selFolio steps-segment active"> <span class="steps-marker"> <span class="num">1</span> <span class="tick"></span> </span> <p>Enter PAN &amp; Details</p> </li> <li class="adScheme steps-segment disable"> <span class="steps-marker"> <span class="num">2</span> <span class="tick"></span> </span> <p>Validate OTP</p> </li> <li class="selPayMod steps-segment disable"> <span class="steps-marker"> <span class="num">3</span> <span class="tick"></span> </span> <p>Set Username</p> </li> </ul> <form id="form" class="form-horizontal" role="form" ng-submit="submit_form()" method="post" enctype="application/x-www-form-urlencoded" action="https://ekyc.camsonline.com/Home/Home" style="display:none;"> <input type="hidden" name="url" value="" /> <input type="hidden" name="ekyctype" value="I" /> <input type="hidden" name="plkyc_type" value="INVESTOR" /> <input type="hidden" name="kyc_data" value="" /> <input type="hidden" name="sess_id" value="abcd1234"> <input type="submit" ngClick="Submit"> </form> <div class="steps step1"> <div class="inputFeild"> <span class="fieldIcon icon-PAN"></span> <input required type="text" maxlength="10" id="uname2" class="inpDefault js-required panNum"> <label for="uname2">Enter PAN</label><span class="errorText"></span> <div class="fieldInfo"><span>Permanent Account Number (PAN) is a unique 10 digit alphanumeric number issued by Income Tax Department</span></div> </div> <div class="btnWrap"> <span class="errorMessage" ng-hide="true">{{Register_UserStep1Error}}</span> <p class="nonKYC errorMessage" ng-show="Register_UserStep1Error"> <span style="color: red;">Your PAN is not KYC compliant.</span><br /> Please fill up the CKYC form and submit it to any of our nearest Canara Robeco Mutual Fund branch. Once you are KYC complied, you will be able to invest with us. <br /> <a href="https://www.canararobeco.com/investor-corner/kyc-requirement" target="_blank" rel="noopener noreferrer">Click here</a> to know the process for getting your KYC status verified OR submit updates to your existing KYC info. </p> <p class="nonKYC errorMessage" style="color: red;" ng-show="ExistingOnlineUser"> Pan already registered. Sign In now </p> <p class="nonKYC errorMessage" style="color: red;" ng-show="Register_UserError"> User already Registered with this PAN. </p> <span class="errorMessage" ng-hide="Register_UserStep2Error"></span> <p class="nonExistingKYC errorMessage" id="NonExiUser" style="color: red;" ng-show="Register_UserError2"> NON Existing CRMF Investor with UDER PROCESS KYC/On Hold KYC </p> <p class="nonKYC errorMessage" ng-show="Register_UserStep1RegisteredUser"> Pan number already registered. Do you want to continue with Sign-In ? <br /> <button class="defaultBtn orangeBtn nextBtn">Go to login</button> </p> <button class="defaultBtn orangeBtn nextBtn disabled" ng-click="Register_UserStep1()" ng-hide="Register_UserStep1RegisteredUser || ExistingOnlineUser">Validate PAN<div class="loaderN loader-4"><span></span><span></span><span></span></div></button> <button class="defaultBtn orangeBtn nextBtn" ng-click="SignInRedirect()" ng-show="ExistingOnlineUser">Go to Sign In</button> <div id="KYCERROR"></div> </div> </div> <div class="steps step2"> <div class="useExisitingDetails clearfix" id="ExistingUser"> <p>Select email id and mobile no</p> <div class="radioBox"> <div class="radio-inline" ng-repeat="item in FetchFoliosByPan"> <input type="radio" name="folioBased" id="folio{{($index+1)}}" ng-click="submitResult(item.mobile,item.email,item.folio)"> <label for="folio{{($index+1)}}">Folio #{{item.MaskedFolio}}</label><span>{{item.MaskedMobile}} & {{item.MaskedEmail}}</span> </div> </div><span class="errorText"></span> </div> <div class="newDetailsForm" id="NewUser"> <div class="inputFeild panTextbox valid"> <span class="fieldIcon icon-PAN"></span> <input required type="text" maxlength="10" value="{{Pan}}" id="fpan" class="inpDefault panNum" disabled="disabled"> <label for="fpan">PAN</label> </div> <div class="inputFeild"> <span class="fieldIcon icon-Nominee"></span> <input required type="text" maxlength="30" id="name" class="inpDefault js-required" ng-model="name" ng-blur="ValidateNewUser()"> <label for="name">Name</label><span class="errorText"></span> </div> <div class="inputFeild"> <span class="fieldIcon icon-Phone"></span> <input required type="text" maxlength="10" id="mob" class="inpDefault js-required js-numbersOnly" ng-model="mob" ng-blur="ValidateNewUser()"> <label for="mob">Mobile number</label><span class="errorText"></span> </div> <div class="inputFeild"> <span class="fieldIcon icon-Mail"></span> <input required type="text" id="email" class="inpDefault js-required js-email" ng-model="email" ng-change="ValidateNewUser()"> <label for="email">Email</label><span class="errorText"></span> </div> <div id="KYCERROR"></div> <p class="note1">Disclaimer: By providing your personal details, you consent to Canara Robeco Asset Management Company Ltd. and/or its authorized service providers to communicate with you regarding Mutual Fund scheme-related matters, documents, and promotional information related to investment products through phone calls, SMS, emails, or other means, notwithstanding any registration on the National Do Not Call (NDNC) list.</p> </div> <div class="btnWrap"> <button id="btnRegister_User" class="defaultBtn orangeBtn nextBtn disabled" ng-click="Register_UserStep2()">Continue<div class="loaderN loader-4"><span></span><span></span><span></span></div></button> </div> </div> <div class="steps step3"> <div class="fieldInfo"><span> Please enter the OTP sent to the Email ID {{MaskEmail}} and Mobile No {{MaskMobile}} registered against the username below to continue.</span></div> <div class="inputFeild"> <input required type="text" maxlength="6" id="otp2" class="inpDefault js-required js-numbersOnly" ng-model="txt_VerifySignInOTP"> <label for="otp2">Enter OTP</label><span class="errorText"></span> <p id="time"></p> <span id="otpMessage" style="display:none">Have not received an OTP? <a href="#" ng-click="Register_ResendOtp()">Resend</a></span> <p>Please note that OTP is valid only for 15 minutes. If your OTP has expired, generate a new OTP by using ‘Resend’ link given above.</p> </div> <div class="btnWrap"> <span class="errorMessage">{{Register_UserStep3Error}}</span> <button class="defaultBtn orangeBtn nextBtn disabled btnVerifyOtp" ng-click="Register_UserStep3()">Verify OTP<div class="loaderN loader-4"><span></span><span></span><span></span></div></button> </div> </div> <div class="steps step4"> <h2>Welcome!</h2> <h3>Your online investment account is now ready for use.</h3> <div class="fieldInfo"> <p> <span class="icon-fill-risk"> </span>Your PAN is username of the account. You can opt to set a username of your choice too.</p> </div> <div class="setUname"> <button class="js-btnSetUname" ng-click="SetPanUsername()">set <span>{{Pan}} </span>as username</button> <div class="setMsg">Username set successfully.<br>You can continue login using PAN.</div> </div><span class="orText">OR</span> <div class="selectUname inactive"> <span class="js-selectUname">Opt for a username</span> <div class="nameFieldWrap"> <div class="inputFeild"> <span class="suggestedName"></span> <div class="inputWrap clearfix"> <input type="text" class="inpDefault" ng-minlength="5" minlength="5" id="CustomUsername" ng-model="CustomUsername"> <button class="defaultBtn orangeBtn js-btnSelectName" ng-click="SetCustomUsername()">Set</button> </div><span class="errorText"></span> </div> <div class="fieldInfo"><span>You can opt for your email ID or mobile no. as username too.</span></div> </div> <div class="setMsg">Username set successfully.<br>You can continue login using PAN too.</div> </div> <div class="selectPassword"> <div class="inputFeild"> <span class="fieldIcon icon-Password"></span> <input required type="password" id="regPasswd" class="inpDefault js-required" autocomplete="new-password" ng-model="Password"> <label for="regPasswd"> Enter Password <div class="newtooltip"><a href="javascript:void(0)" data-tipso="Password should be minimum 8, maximum 20 characters in length & contain atleast 1 alphabet in uppercase, 1 alphabet in lowercase, 1 number and 1 special character." class="icon-fill-risk tipsoToolTip tipso_style"></a></div> </label><span class="errorText"></span> </div> <div class="inputFeild"> <span class="fieldIcon icon-Password"></span> <input required type="password" id="regConfrmPasswd" class="inpDefault js-required" autocomplete="new-password" ng-model="ConfirmPassword"> <label for="regConfrmPasswd"> Confirm Password </label><span class="errorText"></span> </div> <div class="btnWrap"> <button class="defaultBtn orangeBtn" ng-click="RegisterUser()">Set Password</button> </div> </div> <div class="btnWrap"> <button class="defaultBtn orangeBtn sBtn showAccountBtn disabled" ng-model="RedirectToLogin" ng-show="Redirect" ng-click="RedirectToLogin()">Proceed to login</button> </div> </div> </div> </div> </div> </div> </div> </div> <div class="row cookies_Disclaimer"> <div class="col-xs-12"> <div class="cookies"> <p>This website uses cookies to ensure you get the best experience on our website. <a href="/securities-policies/privacypolicy" target="_blank" rel="noopener noreferrer">Privacy and Cookies Policy.</a><a href="javascript:void(0)" class="defaultBtn" id="GotItButton">Got it!</a></p> </div> </div> </div> </div> <div class="mpopUps"> <div id="modal-termsCondition" class="md-modal md-effect-3"> <div class="md-content"> <h2 class="mainHdg">Terms & conditions for online investments</h2> <a href="javascript:void(0);" class="md-close close">&times;</a> <div class="termsCondition serviceWrap mCustomScrollbar"> <p>This document lays out the terms and conditions, which shall be applicable to the Sole / First Unit Holder (hereinafter referred to as “User”) or an authorized person of the Unit Holder to carry out certain transactions / give instructions online for or on behalf of the Unit Holder(s) in respect of the Unit Holders' account over the internet as may be enabled by Canara Robeco Asset Management Company Limited (“CRAMC”). These terms and conditions are a binding contract between the User and CRAMC /Canara Robeco Mutual Fund (“CRMF”). It governs the User's use of CRAMC's Website known as www.canararobeco.com("Website") and all products, services, content, tools and information available through the Website. The user will be allotted online “Personal Identification Number” (“PIN”), a unique personal identification number for availing CRMF Online facility. This PIN will be allotted subject to the PIN application form being complete in all respects. By using or accessing the CRMF Online facility (“the said Facility”) on the Website, the User declares, accepts and agrees to be bound by the following terms and conditions:</p> <div class="formsList"> <ul> <li>I have read and understood the contents of the Scheme Information Document (“SID”) / Statement of Additional Information (“SAI”) and Key Information Memorandum (“KIM”) of the respective Scheme(s) and agree to abide by the terms and conditions, rules and regulations of the Scheme and the said Facility.</li> <li>I hereby confirm that I comply with the requirements of Know Your Customer (“KYC”) and restrictions on acceptance of third party payments for subscription of units.</li> <li>I confirm that the data/information provided by me while filling up the online application form are true and correct. I acknowledge that the responsibility of the information provided in the online application form solely rests with me and CRAMC/CRMF/ Authorized Registrar will not be held responsible or liable for any loss, claims, liability that may arise on account of any incorrect and/or erroneous data/information supplied by me in the said application form;</li> <li>I understand and agree that my application for financial transaction(s) will be processed at the applicable NAV subject to realization of clear funds and acceptance of transaction by the CRAMC/Authorised Registrar in terms of the SID/ SAI. The electronic time stamping on the transaction request received by the CRAMC/Authorised Registrar shall be deemed to be the time stamping in accordance with SEBI Regulations. The time and date recorded will be treated as the time and date of submission of the said online application (electronic application);</li> <li>I agree and confirm that if at any stage it is found by CRAMC/ Authorised Registrar that the information provided by me is incorrect/ false/ erroneous, CRAMC/ Authorised Registrar may at its sole discretion reject allotment of Unit/s and such decision shall be final and binding on me;</li> <li>I have neither received nor been induced by any rebate or gifts, directly or indirectly in making this investment. The ARN holder, (where selected for the transaction) has disclosed to me/ us all the commissions (in the form of trail commission or any other mode), payable to him for the different competing Schemes of various Mutual Funds from amongst which the Scheme is being recommended to me/us;</li> <li>I understand that all correspondence/communication in respect of my folio(s) will be sent by CRAMC/ Authorised Registrar at the registered address and/or email address provided by me.</li> <li>I understand that if the Unitholder is a minor, then the facility can be availed of by his/her parent or by a legal guardian appointed by a court of competent jurisdiction on behalf of the minor. I as the parent/ legal guardian shall represent the minor in all transactions of any description until the said minor attains majority. Upon attaining of majority, my right as the parent/ legal guardian to operate the account(s) shall cease. I as the parent/ legal guardian agree to indemnify CRAMC against any claim/s of the above minor in respect of any transactions made by me on behalf of the minor.</li> <li>I agree that the CRAMC/ CRMF has sole discretion at any time to restrict a particular set/ class of investors from purchasing/subscribing to/ dealing with the units of CRMF.</li> <li>I agree that at present the said Facility is a privilege service offered without any charges. However, CRAMC may levy any service charges as applicable from time to time in consideration for the services provided herein.</li> <li>I understand that the pages within the Website may contain supplemental Terms and Conditions and additional disclosures and disclaimers, which are in addition to these Terms and conditions, disclosures and disclaimers. </li> <li> I agree that CRMF/ CRAMC is providing the said Facility to the investors on a best effort basis. While due care has been taken to ensure accuracy of information on the Website, the CRMF/ CRAMC, the Sponsors and the RTA shall not be held liable and responsible for any loss, damage or other costs arising in any way out of: <ul> <li>Any force majeure circumstances beyond its reasonable control including but not limited to any network errors, delay or loss of data, acts of God, floods, epidemics, quarantine, riot or civil commotion and war or such like circumstances;</li> <li>System failure including failure of associated systems, or fluctuation of power resulting in interruption or delay in the provision of this service;</li> <li>Neglect, misuse, errors, frauds of the investors or agents or any third party or due to any other eventualities;</li> <li>Any fault in any attachments or associated equipment of the investors;</li> <li>Any incidental, indirect, special or consequential damages including but without limitation, loss of profit;</li> </ul> </li> <li> I hereby acknowledge that I am utilizing the said Facility at my own risk. These risks would, among others, include the following: <ul> <li>The Internet per se is susceptible to a number of frauds, misuse, hacking and other actions, which could affect the Instructions to CRMF/CRAMC/RTA. Whilst CRAMC shall aim to provide security to prevent the same, there cannot be any guarantee from such Internet frauds, hacking and other actions, which could affect Instructions to CRMF/CRAMC/RTA. The user shall separately evaluate all risks arising out of the same.</li> <li>The technology for enabling the services offered by CRAMC could be affected by virus or other malicious, destructive or corrupting code, program or macros. This could result in delays in the processing of Instructions or failure in the processing of Instructions and other such failures and inabilities. The User understands that CRAMC disclaims all and any liability, whether direct or indirect, whether arising out of loss of profit or otherwise arising due to any failure or inability by CRAMC to honor any user Instruction for whatsoever reason. The User understands and accepts that CRAMC shall not be responsible for any of the aforesaid risks. The User also accepts the disclaimers made by CRAMC concerning any liability in respect of the said risks.</li> </ul> </li> <li> I undertake and warrant to not to make any unauthorized usage of the Website including but not limited to the following: <ul> <li>Transmitting or sending unsolicited commercial or marketing communications;</li> <li>Deleting or revising any content;</li> <li>Attempting to decipher, decompile, disassemble or reverse engineer any of the software comprising or in any way making up a part of the Website;</li> <li>Aggregating, copying or duplicating in any manner any of the contents or information from the Website;</li> </ul> </li> <li> I represent and warrant that I shall not host, display, upload, modify, publish, transmit, update or share any information that- <ul> <li>Belongs to another person and to which I do not have any right to</li> <li>Is grossly harmful, harassing, blasphemous defamatory, obscene, pornographic, paedophilic, libelous, invasive of another’s privacy, hateful, or racially, ethnically objectionable, disparaging, relating or encouraging money laundering or gambling or otherwise unlawful in any manner whatsoever;</li> <li>Harms minors in any way</li> <li>Infringes any patent, trademark, copyright or other proprietary rights</li> <li>Violates any law for the time begin in force</li> <li>Deceives or misleads the addressee about the origin of such messages or communicates any information which is grossly offensive or menacing in nature</li> <li>Impersonates another person</li> <li>Contains software viruses or any other computer code, files or programs designed to interrupt, destroy or limit the functionality of any computer resource</li> <li>Threaten the unity, integrity, defence, security or sovereignity of India, friendly relations with foreign states, or public order or causes incitement to the commission of any cognizable offence or prevents investigation of offence or is insulting any other Nation</li> </ul> </li> <li>I agree to use the said Facility for legitimate and lawful purchases only, and in accordance with the applicable legal provisions. I shall not use the said Facility to make any speculative, false, or fraudulent purchases. I shall not use the said Facility for any activity which breaches any law or regulation or in a way which interferes with its availability to other users. I agree to indemnify CRAMC/ CRMF and its directors, Trustees, employees, agents and representatives against any liability, costs, loss, or damages arising out of any disputes, claims or suits on account of such unauthorized access or use of the said Facility.</li> <li>I understand that CRAMC may, at its absolute discretion, alter, suspend or terminate any of the services under the said Facility completely or partially or prohibit or restrict access to the Websites without any notice to the User/Unit holder and without assigning any reasons thereof. CRAMC reserves the right to change these terms and conditions or withdraw the said Facility at any time, without any notice or liability or any prior approval. The investor is required to read the terms and conditions regularly. Usage of the said Facility by me shall be deemed as my express acceptance of these terms and conditions including changes made therein from time to time.</li> <li>CRMF / CRAMC retains all rights (including copyright, brand name, logo and intellectual property rights) with respect to all software and underlying information and material available through the said Facility. The User is prohibited from downloading or otherwise exporting or re-exporting or using any software or underlying information or material available through the Website (in part or in whole) except with the written permission of CRAMC and in full compliance with all applicable laws and regulations, save and except such downloading / usage which occurs in the course of using the said Facility.</li> <li>I understand that payment for the transaction shall be through a payment gateway and the CRAMC/ CRMF/ Authorised Registrar will not be liable for any failures in the link or for any fraud (either at the payment gateway's end and/or the bank's end) that could take place at the time of making payment and I undertake to inform either CRAMC or the Authorised Registrar immediately in case my bank account is debited but corresponding Units are not allotted to me.</li> <li>I understand that it will be my sole responsibility to ensure that the PIN is kept confidential and not revealed / disclosed to any third party, including any person claiming to represent the CRAMC, CRMF or Authorised Registrar and I agree to take all possible care to prevent discovery of the User name or PIN by any unauthorised person or a third party. I agree to commit the password to memory and not record them in a written or electronic form and shall not let any unauthorized person to have access to the computer or leave the computer unattended while accessing the Website. Any disclosure thereof to any other person for any reason whatsoever, including for the service of family portfolio, or disclosure to any distributor(s) for conducting any transactions, shall be entirely at my risk.</li> <li> I understand that the following person/s shall use the said Facility: <ul> <li>Only existing investors with registered email IDs can avail of the said Facility. Email ID provided in the PIN Application Form will supersede the existing email ID in the records of CRAMC/ Authorised Registrar.</li> <li>If the mode of holding is 'Single', the sole User.</li> <li>If the mode of holding is 'Anyone or survivor' or 'Joint', the PIN will be available to the Sole / First Unit Holder. The Unit Holder(s) of such account agree(s) and confirm that the CRAMC / Authorised Registrar shall not be in a position to verify the User of the Website and thereby not be responsible or shall not be liable for any transactions arising out of misuse of the PIN by any of the Joint Unit Holder(s). Use of the PIN for any transaction executed by any of the Joint Unit Holder(s) under the said Facility shall be deemed to have been carried out jointly by all the Joint Unit Holder(s). The Joint Unit Holder(s) agree and confirm that the First Unit Holder has the full authority to act for and on behalf of all and each of the Joint Unit Holder(s) in all matters relating to the said Facility. Liability in respect of joint holding shall be joint and several and shall be binding on each Joint Unit Holder, his/her legal heirs, successors, executors and assigns. The Joint Unit Holder(s) hereby agree and undertake to confirm and ratify all the acts done by the first Unit Holder or any other Joint Unit Holder in relation to the said Facility.</li> <li>If the User is a minor, the parent / legal guardian shall be eligible to avail the said Facility till the minor attains majority. In such case, the personal details of the parent / legal guardian shall be submitted to the CRAMC / Authorised Registrar. The parent / legal guardian hereby agrees not to use the said Facility once the minor attains majority.</li> <li> If the User is not an individual, the authorized signatories (as mentioned in the application form at the time of subscription to Units or subsequent changes in the authorised signatory list). <ul> <li>The User may designate any individual as its authorized user by providing to CRAMC/ Authorised Registrar the followingThe relevant resolution or authority, as the case may be, to subscribe to Units, in original or a duly certified true copy thereof.</li> <li>Such resolution or authority shall state the name of the individual/s authorised to apply for, receive and activate the PIN access to the said Facility on behalf of the User and to further receive from, and send to, any and all communications with CRAMC/ Authorised Registrar with respect to the said Facility.</li> <li>The said resolution or authority in favour of such individual/s shall also contain the specimen signature of the individual/s so authorised.</li> <li>It shall be the User's responsibility to communicate any changes to the said authorised person/s in the same manner as aforesaid.</li> <li>The Non-Individual User agrees and confirms that CRMF/ CRAMC/ Authorised Registrar is not in a position to verify the User of the Website and thereby not responsible or shall not be held liable for any transactions arising out of misuse of the PIN by any of the representatives of such Non-Individual User. Any use of the PIN for any transaction executed by any Non-Individual User under the said Facility shall be deemed to have been carried out by the Non-Individual User. The Non-Individual User agrees and confirms that the said authorised person/s has/have the full authority to act for and on behalf of the Non-Individual User in all matters relating to the said Facility. Liability on all such Non-Individual User accounts shall be binding on each of such Non- Individual User's successors, executors and / or assigns. The Non-Individual User hereby agrees and undertakes to confirm and ratify all the acts done by the authorised person/s or any other person claiming to be authorized by the Non-Individual User in relation to the said Facility.</li> </ul> </li> </ul> </li> </ul> </div> <h2>GENERAL TERMS AND CONDITIONS</h2> <div class="formsList"> <ul> <li>The said Facility is not available to User/s whose original signature/s is/are not registered with the CRAMC/ Authorised Registrar. CRAMC reserves the right to reject any PIN Applications received from such User. The said Facility is intended only for personal non-commercial use of the User. If any User chooses to access / use the said Facility from locations outside India, he/ she/ it does so at its own initiative and risk, and shall be solely responsible for compliance with all applicable laws in force in the respective locations/ jurisdictions outside India.</li> <li>The Website is intended for use by such investors, prospective investors and distributors authorized by law and regulations to invest/deal in Mutual Fund units. The Website is not intended for distribution, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. </li> <li>CRAMC/ Authorised Registrar may, at its absolute discretion and in the interest of the User, request document/ confirmation with regard to online transaction, signed by the User. However, CRAMC/ Authorised Registrar shall have no obligation to check or verify the authenticity or accuracy of document/ confirmation/s purporting to have been sent by the User and may act thereon as if the same had been duly given by the User.</li> <li>CRAMC/ Authorised Registrar shall not be responsible for any errors that may be committed by the User in the process of executing any transaction on the said Facility. The User shall make only one application for each transaction, either in physical or electronic form.</li> <li> The User shall give the CRAMC/ Authorised Registrar ten (10) working days' notice in writing if the User wishes to terminate this facility. CRAMC/ Authorised Registrar is entitled to terminate the PIN without prior notice on the occurrence of any of the following events: <ul> <li>Non-compliance of the terms and conditions set out herein.</li> <li>Death, insolvency, bankruptcy or liquidation of the User.</li> <li>Any other cause arising out of operation of law.</li> <li>Closing of User's account.</li> <li>Receipt of a letter from a Joint Holder for termination of the said Facility.</li> <li>If the User goes into liquidation or dissolution or presents or is presented with a petition for or passed a resolution for winding up either compulsory or voluntary or makes any arrangement with its creditors or any assignment for the benefit of creditors, or if a receiver or manager of its business or undertaking is duly appointed, or if distress or execution shall be levied or threatened upon any of its property or if it suffers any similar action in consequence of debt.</li> <li>Such other reasons as CRAMC/ Authorised Registrar may deem proper in the interest of the User. </ul> </li> <li>The User authorises CRAMC/ Authorised Registrar to provide to third parties such details relating to the User and / or the User's account as may be necessary in order to give effect to any electronic instructions of the User or in order to comply with the order of any court, governmental/statutory agency or lawful authority or in order to ensure compliance with any laws / regulations in any jurisdiction.</li> <li>The information and materials contained on the Website, and the facility interface, including text, graphics, links or other items - are provided on "as is" and "as available" basis. The use of the Website may be monitored, tracked and recorded. The CRAMC or the Authorised Registrar do not warrant the accuracy, adequacy or completeness of the said information and materials and expressly disclaims its liability for errors or omissions in the said information and materials. No warranty of any kind, implied, express or statutory, including but not limited to the warranties of non-infringement of third party rights, title, merchantability, fitness for a particular purpose and freedom from computer virus, is given in relation to the information and/ or materials.</li> <li>The said Facility and the information contained therein are the property of CRAMC or its licensors and are protected by the applicable copyright, patent, trademark or other intellectual property law. Except as expressly authorized herein, the User may not copy, reproduce, transmit, license, sell, display, distribute, publish, broadcast, circulate, modify, reuse, disseminate, or commercially exploit such information in any manner (including electronic, print or other media now known or hereafter developed) without the prior written consent of the CRAMC. The User also agrees not to use the information or services for any unlawful purpose, and the User shall comply with any request of CRAMC or any of the third party providers to protect their respective rights in the information and services.</li> <li>The Website may provide links to the other sites for the convenience of users in locating related information and services. The content to which links may be made available on the Website have not been developed, checked for accuracy, or otherwise reviewed by CRAMC/CRMF. It makes no representations whatsoever about any such website which the User may access through our Website and is not liable to users for any content viewed by them through a link which may be provided from the Webiste. A link to a website does not mean that CRAMC/CRMF endorses or accepts any responsibility for the context or the use of such website. </li> <li>CRAMC/CRMF is not liable for any loss or damage caused by any delays, inaccuracy, errors or omissions in the content of any link, whether actual, alleged or consequential. CRAMC/CRMF is not liable for any content displayed on the linked website, not furnished or provided to it by any third party including without limitation, the accuracy, subject matter, quality or timelines of content. It is the responsibility of the User to take necessary precautions to ensure that whatever is selected for use is free of such items as viruses and other items of a destructive nature. </li> <li>CRAMC/CRMF reserves the right to add, amend or revise, in whole or in part any of the services or contents on the Website or these Terms and Conditions at any time without prior notice. Any addition, suspension, revision, amendment, cancellation or suspension shall be effective and binding on Users. The Users are requested to keep themselves updated of the changes by reading the same from time to time.</li> <li>CRAMC/CRMF reserves the right in its sole discretion to investigate and take legal action against anyone who engages in any illegal or prohibited conduct or otherwise violates these Terms and Conditions. </li> <li>These terms and conditions are subject to Securities and Exchange Board of India (Mutual Funds), Regulations, 1996 and circulars, guidelines / notifications issued thereunder as amended from time to time and other laws, rules and regulations issued by the Government of India relating to mutual funds and provision of the said Facility.</li> <li>These Terms and Conditions will be governed by Indian laws and the Courts in Mumbai shall alone have jurisdiction. In case of dispute, the matter will be settled by arbitration as per the rules of Indian Arbitration and Conciliation Act, 1996. Any member of Management Team of CRAMC or its nominee shall be the sole arbitrator and the place of arbitration shall be Mumbai.</li> <li>This Website is not intended to provide any tax, legal, insurance or investment advice, and nothing on the Website shall be construed as a recommendation by CRAMC or any third party, to acquire or dispose of any units, investment or security, or to engage in any investment strategy or transaction. While certain tools available on the Website may provide general investment or financial analysis based upon the User's personalized input, such results are not to be construed as the investment recommendations or advice of CRAMC. Unless otherwise specified, the User alone is solely responsible for determining whether any investment, security or strategy or any other product or service, is appropriate or suitable for the User based on the User's investment objectives and personal and financial situation. The User should consult a legal or tax professional regarding the User's specific legal or tax situation</li> <li>Nothing specified in the terms and conditions hereinabove and the said Website shall be considered as solicitation to buy or an offer to sell or a recommendation for a security or any other product or service, to any person in any jurisdiction where such solicitation, offer, recommendation, purchase or sale would be unauthorised/ unlawful under the laws of that jurisdiction.</li> </ul> </li> </ul> </div> <h2>FATCA-CRS TERMS AND CONDITIONS </h2> <p>The Central Board of Direct Taxes has notified Rules 114F to 114H, as part of the Income Tax Rules, 1962, which requires Indian financial institutions to seek additional personal tax &amp; beneficial owner information and requisite certifications and documentation from all our unit holders. In relevant cases, information will have to be reported to tax authorities/appointed agencies. Towards compliance, we may also be required to provide information to any institutions such as withholding agents for the purpose of ensuring appropriate withholding from the account or any proceeds in relation thereto. Should there be any change in any information provided by you, please ensure that you advise us of the changes promptly, i.e. within 30days.</p> <p>Please note that you may receive more than one request for information if you have multiple relationships with us or our group entities. Therefore, it is important that you respond to our request, even if you believe you have supplied any previously requested information. </p> <p>If you have any question about tax residency, please contact your tax advisor. If any controlling person of the entity is a US citizen or resident or green card holder, please include United States in the foreign country information field along with the US Tax identification Number. </p> <p>It is mandatory to supply a TIN or functional equivalent if the country in which you are tax resident issues such identifiers. If no TIN is available or yet been issued, please provide explanation and attach this to the form.</p> <div class="formsList"> <p>AMC has appointed a “Grievance Officer” to redress complaints arising usage from this Website or usage of any computer resource provided by CRAMC/CRMF. The contact details of the Grievance Officer are as under:</p> <p>Name: Ms. Pallavi Singh </p> <p>Number:+91 22 6658 5667 </p> <p>Email id: IRO@canararobeco.com </p> <h2>CERTIFICATION </h2> <p>I/We have understood the information requirement and the terms &amp; conditions mentioned and hereby confirm that the information provided by me/us is true, correct and complete. I/We hereby agree and confirm to inform Canara Robeco Asset Management Company Limited/Canara Robeco Mutual Fund/Trustees for any modification to this information promptly. I/We further agree to abide by the provisions of the scheme related documents inter alia provisions of FATCA &amp; CRS (Common reporting standards) on Automatic Exchange of Information (AEOI).&#8203;</p> <p>I hereby provide my explicit consent to be contacted via telephone, SMS, email, or any other mode of communication for the purposes of addressing my investment-related inquiries and/or receiving communications pertaining to transactions, non-commercial transactions, promotional content, and other related materials. 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