NISM Series XVII: Retirement Adviser Certification Examination Notes

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  • Retirement Adviser Conflicts: Must manage conflicts to prioritize client interests.
  • NPS Exit Options: Allow lump sum or annuity based on corpus size.
  • CRA Claim Processing: Handles all NPS withdrawal requests.
  • POP Switching: Facilitates shifts between POPs or schemes.
  • Pension Fund Reporting: Requires periodic reporting to authorities.

NISM 17 Retirement Adviser

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