Mutual Fund Sub-Broker Onboarding

NISM Series V-A certification

NISM Series V-A (Mutual Fund Distributors) is mandatory by SEBI for distributing mutual funds. We need your EUIN to onboard you.

Have you cleared the NISM Series V-A exam? *

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Yes — I have EUIN & ARN

Cleared NISM 5A and AMFI has issued both

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EUIN only — ARN pending

Cleared NISM 5A, still waiting on AMFI for ARN

📚

Not yet — haven't taken the exam

We'll show you free study material below

You can't distribute mutual funds without NISM 5A + EUIN. Follow the steps below to get certified. You can fill the rest of this form now and return to add your EUIN once you have it.

How to clear NISM 5A in 6 simple steps

Register on the NISM portal Go to certifications.nism.ac.in and create an account using your PAN and email. Keep your PAN card and a passport-size photo handy.
Enrol for "Series V-A: Mutual Fund Distributors" Pay the exam fee online (₹1,500 + GST). You'll get a registration confirmation by email. Use a debit/credit card or net banking — UPI also works.
Schedule the exam Pick a NISM-approved test centre near you and choose a date/time. Slots are usually available within 1–2 weeks. You can also opt for a remote-proctored online exam from home.
Study the workbook Download the free workbook PDF from your NISM dashboard. Plan ~20–25 hours of study spread over 1–2 weeks. Topics: MF basics, schemes, NAV, taxation, investor services, ethics.
Take the exam & clear it 100 multiple-choice questions, 2 hours, no negative marking. Pass mark is 50%. You get the result instantly. If you don't clear, you can re-attempt after re-registering.
Apply for ARN & EUIN with AMFI Submit your NISM certificate, KYD acknowledgement, PAN and bank proof to CAMS-KRA / AMFI. You'll receive your ARN and EUIN within 7–10 working days. EUIN is the 7-character ID we need. Once you have it, come back to this form.

🎓 Free study material — Trustner Academy FREE

Everything you need to clear the NISM Series V-A exam, curated in one place by Trustner Academy.

What's covered

Investment landscape & role of mutual funds
Legal structure & regulatory framework (SEBI, AMFI)
Scheme-related information & fund distribution
NAV, total expense ratio & unit pricing
Taxation of mutual fund investments
Model portfolios & financial planning basics
Practice questions & exam-day tips

📚 Open the material on Trustner Academy →

📨 Want a checklist by email?

If you continue below, we'll save your progress and email you a link to resume + a one-page guide for the exam. Come back to this form once you have your EUIN.

Your details

Please enter your information exactly as it appears on your PAN card.

Full Name *

PAN Number * 10-character PAN, e.g. ABCDE1234F

Mobile Number * 10 digits, no +91

Email Address *

Date of Birth *

Residential Address *

City *

PIN Code *

Bank account for commission payouts

How would you like to share your bank details? *

⌨️ Type details

📎 Upload cheque

Identity documents

Take clear photos with your phone camera. Each file must be under 10 MB.

Aadhaar Card * Front and back, or one combined image

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Tap to take a photo or choose file

PAN Card *

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Tap to take a photo or choose file

Passport-size Photo *

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Tap to take a photo or choose file

12th Standard Marksheet * Scanned copy or clear photo (PDF or image)

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Tap to upload your 12th marksheet

Nominee 1

The person who will receive your trail commission and benefits in your absence.

Full Name *

Relationship to you *

Aadhaar Card * Photo of nominee's Aadhaar — we'll auto-read the number

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Tap to take a photo or choose file

Aadhaar Number * Auto-filled from your upload — verify it matches

Mobile Number *

Email Address *

Add a second nominee?

Optional. You can add a backup nominee if you want.

➕ Yes, add one

⏭️ Skip

Review your details

Please check everything before submitting.

Trustner Sub-Broker Agreement

Your verification is complete. Please read the agreement carefully, tick the confirmations, then click Sign agreement.

Trustner Mutual Fund Sub-Broker Agreement

This Agreement is entered into between Trustner Insurance Brokers Pvt. Ltd. (ARN holder; "Principal") and the undersigned individual ("Sub-Broker") for the distribution of mutual fund products under the Principal's ARN as per AMFI Rule No. 86/2010.

1. Engagement. The Sub-Broker is engaged on a non-exclusive basis to source mutual fund business under the Principal's ARN. The Sub-Broker shall use the unique Sub-Broker Code allotted by the Principal on every transaction.

2. Compliance. The Sub-Broker shall at all times hold a valid NISM Series V-A certificate, EUIN and ARN. KYD must be renewed annually. The Sub-Broker shall comply with SEBI, AMFI and all applicable regulations.

3. Commission. Commission is paid as per the Principal's published commission grid, subject to applicable TDS and GST. Trail commission accrues on assets sourced under the Sub-Broker's code; clawback rules apply on early redemptions per AMFI guidelines.

4. Conduct. The Sub-Broker shall not collect premiums or fund-payment cheques in their own name, shall not mis-sell, and shall maintain confidentiality of client information.

5. Termination. Either party may terminate this Agreement on 30 days' written notice. Trail commission on assets sourced before termination continues to be paid until those assets exit.

6. Indemnity & Jurisdiction. The Sub-Broker indemnifies the Principal against any loss arising from breach of this Agreement. Disputes are subject to the exclusive jurisdiction of courts at Guwahati, Assam.

By ticking the confirmations below and clicking "Sign agreement", you accept this Agreement electronically. The full executed copy will be emailed to you for your records.

I have read the Trustner Sub-Broker Agreement in full. I accept all the terms above and agree to be bound by them. I confirm my NISM 5A, EUIN and ARN are valid and I will keep them current.

✓

All done!

Your sub-broker application has been received. We'll verify your EUIN with AMFI and activate your account within 2–3 working days.

NISM Series V-A certification

Your details

Identity documents

Nominee 1

Add a second nominee?

Review your details

Trustner Sub-Broker Agreement

Trustner Mutual Fund Sub-Broker Agreement

All done!

What's next for you