Articles tagged “Transmission”
9 articles.
- Mutual fund transmission
Mutual fund transmission is the SEBI-mandated framework for transferring mutual fund units from a deceased investor to their legal heir(s) or nominee. Covers …
- How to transmit mutual fund units after death of the holder
Step-by-step procedure for transmitting mutual fund units after the holder's death. Covers nominee-based transmission, succession-certificate route, …
- Transmission of mutual fund units on death of holder
Transmission is the legal process by which mutual fund units are transferred from a deceased unitholder to a nominee or legal heir. Covers the nominee-route …
- 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 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.
- 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 …
- MITRA (Mutual Fund Investment Tracing and Retrieval Assistant)
MITRA is an AMFI initiative allowing investors and legal heirs to trace and retrieve unclaimed or forgotten mutual fund folios in India using PAN or name-based …