US Broker Account Funding Instructions

Beneficiary Creation details

Beneficiary Name DriveWealth, LLC

Beneficiary Address 97 Main Street, Second Floor, Chatham, New Jersey, USA, 07928

Beneficiary Address - City Chatham

Beneficiary Address - State New Jersey

Beneficiary Address - Pin code 07928

Bank Name Silicon Valley Bank

A/c Number 3303325726

Bank Address (including Country) 3003, Tasman Drive, Santa Clara, California, USA, 95054

Bank Swift Code SVBKUS6S

Routing Number / ABA 121140399

Beneficiary Contact Number +1 8004612680 (optional – only if your bank requires it)

Payment Instruction Details

Receiving country United States

Foreign Currency USD ($)

Purpose of Remittance Indian portfolio investment abroad – in equity shares

Purpose Code S0001

Source of funds <As applicable>*

Further Credit to OR Additional information to beneficiary OR Remarks

<Your US Broker Investing Account Number>#

*Certain banks may require you to upload additional documents depending on the source of funds and amount selected. e.g. In IDFC First bank, if source of funds is entered as ‘Savings’ then the bank requires you to upload either one year’s bank statement, or equivalent document (will be mentioned by the bank on the respective web form)

#You can find this in the email with subject ‘Global Investments activated for you’ or can get it from your Financial Advisor.

Note: Please proceed once DriveWealth has been successfully added as a beneficiary. If not, please refer to “A” section described in this document

3. The following screen will appear

B. How to Transfer Funds Online (Digital LRS)

1. Login into your HDFC Netbanking Account2. Click On Funds Transfer -> RemitNow

3. Selec�ng the Beneficiary –“DriveWealth LLC” will auto fill all the beneficiary details

15. If no transac�ons/remi�ances has been made in the curren�inancialyear, fill the Amount :0(Zero)

16. A�er filling the transac�on details, click on Con�nue17. Customer will proceed to Confirm Transac�on Page

18. Click on Confirm a�er verifying all the details

19. Customer will be proceed to Acknowledgementpage.

A.How to add DriveWealth as a beneficiary through HDFC Netbanking:

1. Login into your HDFC Netbanking Account2. Click on Funds Transfer -> Request -> Add a Beneficiary -> RemitNow

5. In Mode of Remi�ance - Select “SWIFT –Wire Transfer”6. In Purpose of Remi�ance - Select “Indian Por�olio Investment Abroad India ”-Equity7. In Source of Funds - Select “Own Funds”

9. Email ID will be displayed by default

8. Read the condi�ons under the capital account transac�ons under Liberalized Remi�ancescheme and �ck the box

11. Scheme will be “Liberalized Remi�ance Scheme” by default12. Read the terms and condi�ons of the bank regarding charges and deduc�ons and �ck in the box.13. Confirm that you are a resident individualas per the Income Tax Act 196114. Fill details offoreign remi�ances processed underLRS Scheme inCurren�inancialyear (if done any):

a. Date of Transac�onb. Currencyc. Amountd. Name and Address of AD Branch/ FFMC (Full Fledged Money changer) through which transac�on

has been effected

10. In Senders to Receiver info: Fill your Account Number men�oned in the email you have receivedwith the subject 'Global Investments activated for you'

Follow these steps to remit funds to your Account via HDFC Net Banking

4. Following details has to be filled while adding a beneficiary:

Note: (*) is compulsory details that has to be provided

5. A�er filling all the details, read out the terms and condi�ons and press confirm

6. Enter your OTP sent to your registered number and confirm

20. The process to remit the funds is now complete!

4. Fill the transfer amount in USD

$$$$$ $$

$$

$$Add Funds via Digital LRS

For HDFC Bank Account Holders

Account Number

a. Beneficiary Name (*) - Drivewealth, LLCb. Beneficiary Address (*) - 97 Main Street, Second Floor, Chatham, New Jersey, USA, 07928c. Country (*) - United Statesd. Currency (*) - USDe. Beneficiary Contact number (*) - +1 8004612680f. Beneficiary Bank Name (*) - Silicon Valley Bankg. Beneficiary Bank Address (*) - 3003, Tasman Drive, Santa Clara, California, USA, 95054h. Beneficiary Account Number (*) - 3303325726i. SWIFT Code of Beneficiary bank (*) - SVBKUS6Sj. ABA number (9 characters) (*) - 121140399