How-to side pocket recovery claim

How to claim segregated portfolio recovery proceeds

From WebNotes, a public knowledge base. Last updated . Reading time ~3 min.

Side pocket recovery is processed automatically by AMC. Investor action minimal beyond tax reporting.

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Step-by-step procedure

See the procedure infobox above for the five steps.

See also

External references

References

  1. SEBI Circular on Creation of Segregated Portfolio, December 2018.
  2. SEBI Master Circular for Mutual Funds.
  3. AMFI Best Practice Guidelines.

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