Articles tagged “Nomination”
8 articles.
- SEBI nomination opt-out rule for mutual funds (2024)
SEBI's 2024 amendments to the mutual fund nomination framework allow investors to opt out of nomination by submitting an explicit declaration. Covers the …
- Nomination in mutual funds
Nomination in mutual funds designates one or more individuals to receive the units in the event of the unitholder's death. Covers the SEBI nomination …
- How to add or update a nominee on a mutual fund folio (cross-platform)
Step-by-step guide to adding or updating a nominee on Indian mutual fund folios: the operational mechanics across AMC-direct portals, CAMS Online, KFinKart, …
- How to add or update a nominee on a PPFAS folio
Step-by-step guide to registering, updating, or removing nominees on a PPFAS Mutual Fund folio through selfinvest.ppfas.com, covering up to three nominees with …
- Nomination on a mutual fund folio (India)
Mandatory nomination on Indian mutual fund folios under SEBI Regulation 29A. Eligibility, opt-out, transmission interplay, legal-heir distinction.
- Mutual fund unit-holder rights (India)
Rights of mutual fund unit-holders in India under SEBI MF Regulations 1996, the SEBI Investor Charter 2021, and the Indian Trusts Act 1882.
- Transmission of mutual fund units on death
Reference on the transmission of mutual fund units to nominees or legal heirs in India on the death of a unitholder: SEBI rules, documentation, process, joint …
- How to add a nominee on Zerodha
Guide to adding a nominee to a Zerodha demat and trading account online through Console or Kite, covering SEBI mandate, nominee details required, and e-sign …