NISM 5B Mutual Fund Foundation Certification Exam Notes
Page 100 Of 121
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Cut-Off Rules: Ensure fairness in NAV application for transactions.
KYC Documents: Include PAN, address proof, and identity proof.
Systematic Investment Plan (SIP): Allows regular, fixed investments.
Systematic Withdrawal Plan (SWP): Facilitates regular redemptions.
Systematic Transfer Plan (STP): Moves funds between schemes.
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