NISM 5B Mutual Fund Foundation Certification Exam Notes
Page 98 Of 121
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Systematic Transactions: Include SIP, SWP, and STP for disciplined investing.
Demat Holding: Units can be held in dematerialized form via depositories.
Nomination Facility: Allows investors to nominate beneficiaries.
Pledge/Lien of Units: Units can be pledged for loans with AMC approval.
Investor Transactions: Include purchases, redemptions, and switches.
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