Articles tagged “Succession”
3 articles.
- How to handle ARN transfer or AUM transition on distributor death
Step-by-step procedure for handling AMFI ARN transfer or AUM transition when a mutual fund distributor passes away. Covers AMFI procedure, successor …
- How to transmit PPFAS units on a unit holder's death
Step-by-step guide to the transmission process for Parag Parikh PPFAS Mutual Fund units following the death of a unit holder, covering the three scenarios …
- 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.