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. Once you clear it, AMFI issues your EUIN — that's all we need to onboard you. An ARN is optional: you can be a Trustner sub-broker with or without one.

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

✅

Yes — I have my EUIN & an ARN

Cleared NISM 5A; AMFI has issued both

🪪

Yes — I have my EUIN (no ARN)

Cleared NISM 5A — you can onboard without an 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 *

Father's / Spouse's Name * As it should appear on your agreement.

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

Mobile Number * 10 digits, no +91

Alternate Mobile Number (optional) Another number we can reach you on

Email Address *

Alternate Email Address (optional)

Your Trustner RM * The Relationship Manager who brought you to Trustner. We'll let them know you've applied.

Date of Birth *

Occupation

Are you currently working? *

Identity documents

Upload a clear photo or PDF of each document — from your phone gallery, files, or camera. Each file must be under 10 MB.

Masked Aadhaar Card * Upload a masked Aadhaar — only the last 4 digits should show. Download one from myaadhaar.uidai.gov.in, or cover the first 8 digits before taking the photo. Photo or PDF.

📷

Tap to choose a photo / PDF or take a photo

How to download a masked Aadhaar

Open myaadhaar.uidai.gov.in and tap Login.
Enter your Aadhaar number and the captcha, then the OTP sent to the mobile linked with that Aadhaar.
Tap Download Aadhaar.
Tick “Do you want a masked Aadhaar?” and tap Download.
The PDF opens with a password: the first 4 letters of the name in CAPITALS + year of birth (e.g. RAMESH born 1990 → RAME1990).
Open the PDF, take a screenshot of the Aadhaar, and upload that screenshot here (a password-locked PDF cannot be opened by our team).

No access to the website? Take a photo of the Aadhaar card with the first 8 digits covered — only the last 4 should be visible. You can also get it from the mAadhaar app.

Aadhaar Address * As on your Aadhaar. Filled in from your upload when we can read it — otherwise type it.

PAN Card * Photo or PDF (an e-PAN PDF is fine)

📷

Tap to choose a photo / PDF or take a photo

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

Passport-size Photo *

📷

Tap to choose a photo / PDF or take a photo

Education

Tell us about your last (highest) qualification.

Last Qualification *

Year of Passing *

Name of School / College / University *

Pass Percentage * Overall percentage, e.g. 72.5 (for CGPA, convert to percentage)

Review your details

Please check everything before submitting.

Complete your details

Your application is verified. Before you sign the agreement, we need your bank proof and nominee details. Each file must be under 10 MB.

Bank account for commission payouts

Bank Passbook / Bank Statement * First page of the passbook, or a statement — it must clearly show your name, account number and IFSC. Photo or PDF.

📷

Tap to choose a photo / PDF or take a photo

Nominee 1

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

Full Name *

Relationship to you *

Nominee's PAN Card or Masked Aadhaar * Nominee's masked Aadhaar — only the last 4 digits should show — or their PAN card. Photo or PDF.

📷

Tap to choose a photo / PDF or take a photo

How to download a masked Aadhaar

Open myaadhaar.uidai.gov.in and tap Login.
Enter the nominee's Aadhaar number and the captcha, then the OTP sent to the mobile linked with that Aadhaar.
Tap Download Aadhaar.
Tick “Do you want a masked Aadhaar?” and tap Download.
The PDF opens with a password: the first 4 letters of the name in CAPITALS + year of birth (e.g. RAMESH born 1990 → RAME1990).
Open the PDF, take a screenshot of the Aadhaar, and upload that screenshot here (a password-locked PDF cannot be opened by our team).

No access to the website? Take a photo of the Aadhaar card with the first 8 digits covered — only the last 4 should be visible. You can also get it from the mAadhaar app.

Mobile Number *

Email Address *

Add a second nominee?

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

➕ Yes, add one

⏭️ Skip

Trustner Asset Services — Sub-Distribution Agreement

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

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. Commercial terms (remuneration) are communicated separately and are not part of this document.

I have read this Agreement in full. I accept all the terms above and agree to be bound by them. I confirm my NISM 5A certificate and EUIN are valid and I will keep them current (and my ARN too, if I hold one).

⏳

Your application is under verification

Thanks — your application is complete and with our compliance team. We're verifying your EUIN and ARN against AMFI / CAMS-KRA records. There's nothing more to do right now.

📨 We'll email you the moment you're cleared

As soon as verification is done — usually within 2 working days — we'll email you a link, with your Application ID, to review and sign your agreement. Please check back then.

Your Application ID

—

Keep your Application ID handy — you can re-check your status here any time, on any device.

← Back to Trustner home ↻ Check my status again

✓

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

Education

Review your details

Complete your details

Trustner Asset Services — Sub-Distribution Agreement

Your application is under verification

All done!

What's next for you