Worksheet

SIP review sheet

Each client review gets one printed page. The top block holds the client name, folio numbers and review date. The middle table lists every SIP with scheme, instalment date, amount, mandate expiry and last debit result, one row each, so a failed mandate stands out at a glance. The bottom block has columns for failed mandates, open KYC or nominee gaps, actions agreed and the next review date.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Mutual fund distributor SIP tracking and client review routine”, www.gullysystem.com/blog/mutual-fund-distributor-sip-tracking-and-client-review-routine