Bharti AXA Investment Managers Pvt. Ltd. - Mutual Funds

Bharti AXA Treasury Advantage Fund - Addenda


Demat option for Systematic Investment Plan (SIP) - 30-12-2011
Deactivation of Investor Service Center - 08-12-11
Change in Directors of Bharti AXA Trustee Services Private Limited.- 21-11-2011
Appointment of Key Personnel- COO - 2-11-2011
Notice-cum-Addendum No.10/2011-12 Payment of Transaction Charges to distributors/agents and Mailing of Annual Report or Abridged Summary 31-10-2011
Modifictations in Scheme Information Document, Key Information Memoranda, Statement of Additional Information of funds 03-10-2011
Resignation of Mr. Glenn Williams- Director on Board of AMC- 30-08-2011
Change in address of Investor Service Centre of Bharti AXA Investment Managers Private Limited located in Jaipur, Lucknow and Guwahati - 04- 08- 2011
Resignation of Mr. Anil Harish from the AMC board
Appointment of Key Personnel- Head- Sales & Business Development - 01-07-2011
Change in address of Investor Service Centre of Bharti AXA Investment Managers Private Limited located in Jaipur - 30- 06- 2011
Cessation of Simon Dain- Chief Operating Officer from the Key Personnel of Bharti AXA Investment Managers Private Limited- 04- 05- 2011
Changes in guidelines pertaining to Minor accounts, Guardians, Nomination facility and Transmission - 31-03-11
Deactivation of Investor Service Center -14-02-11
Deactivation of Investor Service Centers - 11-02-11
Changes in Process for KYC, Subscription through pre-funded instruments and Third Party Instruments 14-01-11
Modification in KYC procedures and Transactions through stock exchange in specific schemes 24-12-10
Change in applicability of NAV in BALF & further conditions for allotment of units in BATrAF, BASTIF & BARRF 30-11-10
Restriction on Third Party payment instruments & registration of multiple bank accounts 12-11-10
Change in office of auditors 12-10-10
Change in address of Investor Service Center - 07-09-10
Revision in Exit Load of BAEF&BAFIF + Head-Customer Service - 31-08-10
Change in Fund Manager of BATrAF & BASTIF - 20-08-10
Cessation of Nikunj Shah from Key Personnel of Bharti AXA Investment Managers Pvt. Ltd. - 13-08-10
Change in Load Structure in BATrAF 05-08-10
Modification in Valuation Norms in Statement of Additional Information - 02-08-10
Modification in Statement of Additional Information - Applications Supported by Blocked Amount (ASBA) facility - 28-07-10
Change in Key Personnel: Head Risk Management - 02-07-10
Change in Directors of Bharti AXA Investment Managers Pvt Ltd - 08-06-10
Reduction in Minimum Application Amount under Super Institutional Plan for BALF - 07-04-10
Cessation of Staney Antoney from Key Personnel of Bharti AXA Investment Managers - 30-03-10
Introduction of Annual SWP Facility in BATrAF - 11-03-10
Discontinuation of S K Mitra as Board of Director for Bharti AXA Investment Managers Pvt. Ltd. - 02-03-10
Change in Directors of Bharti AXA Investment Managers Pvt Ltd - 21-01-10
Cessation of Debraj Sinha from the Key Personnel of Bharti AXA Investment Managers Private Limited - 09-12-09
Change in office address of the Custodian for Bharti AXA Mutual Fund - 12-11-09
Introduction of Ramesh Rachuri as the Fund Manager for BALF & extension of Liq-uity Facility to Growth Option in BALF & BATrAF - 12-11-09
Addendum No.30 - portfolio advisor - 16-10-09
Introduction of Ramesh Rachuri as Senior Fund Manager - Fixed Income - 24-09-09
Online Transaction Facility extended to BATrAF & BASTIF - 08-09-09
Change in Directors of Bharti AXA Trustee Services & Bharti AXA Investment Managers and introduction of Mr. Rahul Singh as Credit Analyst - 28-08-09
Introduction of Mr. Saurabh Kataria as the Research Analyst in the Investment Function - 25-08-09
Modification in Exit Load of BAEF & STIF & in the features of Liq-uity Facilty - 22-08-09
Discontinuation of ISCs as Official Point of Acceptance - 12-08-09
Change in Fund Manager for BATrAF - 04-08-09
Removal of Entry Load in all the schemes of Bharti AXA Mutual Fund - 29-07-09
Change in Key Personnel of Bharti AXA Investment Managers - 02-07-09
Corrigendum to Notice cum Addendum - 09-06-09
Addendum to the SID/KIM of BALF, BATrAF and BAEF - 08-06-09
Addendum to the SAI/SID/KIM of all the schemes - 28-05-09
Mr. Sandeep Nanda - Head Research has ceased to be the Key Personnel - 04.05.09
New Investor Service Center in Jammu 20-02-09
Announcement of non-business day on 20-February - 19-02-09
Introduction of Sriraj Bhattacharjee as Fund Manager - 13-02-09
Change in designated collection center - 13-01-09
Change in Load Structure of Treasury Advantage Fund - 19-12-08
Change in Investor Service Center - 08-12-08
Introduction of D-SIP & Change in ISC - 13-11-08
Change in applicable NAV for Treasury Advantage Fund - 29-10-08
Changes to 'Who Can't Invest' in Equity, Liquid & TrAF Funds - 25-09-08
Modification in SIP in Equity, Retail renamed as Regular in LF & TrAF - 08-09-08
Change is director - Sanjay Saxena - 04-08-08
Change in Director - 11-07-08
Liquid fund STP minimum duration reduction to 1 month, Introduction of STP in TrAF & D-STP in EF, TrAF & LF - 08-05-09
Redesignation of Ankit Sanghvi as Portfolio Advisor


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East wing, Kalpataru Synergy, Vakola, Santacruz (E), Mumbai - 400 055, E-mail: service@bhartiaxa-im.com

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