NISM 5B Mutual Fund Foundation Certification Exam Notes

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  • Agency Channel: Sub-agents act as extended distribution arms for firms.
  • Stock Exchange Platforms: Facilitate buying and selling of mutual fund units.
  • Online Transactions: Investors can transact via AMC or distributor websites.
  • MF Central: A platform for centralized mutual fund transactions.
  • Distributor Certification: Requires NISM-Series V-A and AMFI registration.

NISM 5B Mutual Fund Foundation

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