1/10/2015

Associate Code -00815

SWAPNIL SUNIL KOLTE

ROOM NO 17 ,B J MARG
BYCULLA(W)
MUMBAI-400011,Maharashtra,India
Tel. No.: 9702399250

Dear SWAPNIL SUNIL KOLTE,

Subject: Confirmation as an Associate with IFAN
IFAN welcomes you as a special and important member of IFAN family. We appreciate your
thoughtful decision to select and join Indias leading Financial Services provider - IFAN. We, at
IFAN, believe in a win-win relationship at all levels. It helps all the stake holders to increase and
develop their business in a mutually beneficial manner.
IFAN offers you advanced financial products through a web based platform where you would have
access to various innovative and easy tools. These will help you serve your clients effectively,
enhance the growth of your business and help you align with the changes and challenges in
financial products, services & regulatory environment.
As an IFAN Associate, you can now avail the following value added services & tools:
1. Wide Range of Financial Products
2. Financial Planning tool & various calculators
3. Centralized dedicated Support Centre One Answer
4

Online Transaction capability*

5. Client Log-in facility

6. Research & Marketing
7. Training & Education
8. Risk & Compliance Management
9. Experienced Business Development Team
10. Competitive Revenue
*At present for Mutual Funds

We value your association with us and to help us serve you better, we request you take note of
the following:

You have been allotted Associate code 00815. Please mention the code in all your
correspondence.

The Associate code should be mentioned in the sub broker box provided in the applications
forms and/or all transaction requests that you submit on behalf of your clients.

To ensure smooth processing and to minimize error,we request you to create a rubber
stamp for 00815.

Please ensure that as an IFAN advisor,the Main broker code on Mutual Fund application
form would be ARN-42964 followed by your Associate code in the Sub Broker Code column.

It is Mandatory to affix your EUIN number in the EUIN column provided in all the Mutual
Fund Applications.

For Fixed Deposit Applications and other product codes refer Annexure A for details.

In case of queries, you may contact One Answer on 1800 22 6784 (Toll Free) OR 022-4061
7990. You may also e-mail your queries to advisor@ifan.co.in

Thanking you and assuring you of our best services always.

Warm regards,

Rajan Pathak

President & Head Business

Note: All brokerages, incentives and any other payments shall be directly credited to your bank

account through NEFT facility.

IFAN empanelment, services & brokerage payments are subject to payment of annual
empanelment fees. Any change in fees shall be communicated to you separately.

Brokerage Payment Cycle

Upfront: Monthly - 10th 12th of subsequent month.
Trail : 10th 12th of subsequent month.
Other Incentives: As per regular communication sent along with the brokerage structure.

Annexure 'A'

Broker Codes to be used for Fixed Deposits, Bonds & IPOs

Fixed Deposits submitted directly through IFAN

Company Name

Main Broker Code

Sub- Broker Code

Mahindra & Mahindra

100868

00815

Shriram Transport Finance Company

DEBMUM046

00815

HDFC Fixed Deposit

BM / 22975

00815

DHFL

3451

00815

LIC Housing Finance Ltd

I0011

00815

Sundaram BNP Paribas Home Finance Limited

B0229

00815

PNB Housing Finance Ltd

7371268332

00815

Gruh Finance Ltd

27337

00815

Applications submitted through JM Financials

Main Broker Code

Sub Broker Code

59027

IFAN-00815

Applications submitted through SMC Global Securities

Product Name

Main Broker Code

Sub Broker Code

NHAI (54EC)

185

IFAN-00815

REC (54EC)

67

IFAN-00815

All other applications

00104405

IFAN-00815