NISM 5B Mutual Fund Foundation Certification Exam Notes

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  • AMC Termination: Trustees or 75% of unitholders can terminate an AMC with SEBI approval.
  • Fund Management: The core function of AMCs, involving portfolio construction and management.
  • Custody Team: Interacts with custodians for transaction settlements.
  • Cash Management Team: Manages cash flows between AMCs and banks.
  • Technology Support: AMCs leverage technology for investor and distributor services.

NISM 5B Mutual Fund Foundation

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