RTA Mutual Fund Exam Important Points

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  • If there are no nominations in the folio, the units are transmitted to the legal successors
  • The investor has the option to use SEBI's online investor grievance redress system, SCORES (SEBI Complaint Redress System), to register complaints, follow-up and track the status of the same
  • Value Added services by RTAs - Consolidated account statement for individual/ all family members with common email ID, Statement of realized capital gains, Report of Dividend paid, Holding and Portfolio Valuation Statement etc

NISM RTA MUTUAL FUND

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