How-to investor onboarding distributor

How to onboard an investor as MF distributor

From WebNotes, a public knowledge base. Last updated . Reading time ~4 min.

Investor onboarding by distributor is the end-to-end activation flow. From first meeting to first SIP, 5-10 working days typically.

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Step-by-step procedure

See the procedure infobox above for the seven steps.

See also

External references

References

  1. SEBI (Mutual Funds) Regulations, 1996.
  2. AMFI Best Practice Guidelines on distributor practices.
  3. SEBI Master Circular on KYC.

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The WebNotes Editorial Team covers Indian capital markets, payments infrastructure and retail investor procedures. Every article is fact-checked against primary sources, principally SEBI circulars and master directions, NPCI specifications and the official support documentation published by the intermediary in question. Drafts go through a second-pair-of-eyes review and a separate compliance read before publication, and revisions are tracked against the SEBI and NPCI rule changes referenced in the methodology section.

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WebNotes is independent. No relationship with any broker, registrar or bank named in this article.