Скачать или смотреть SEBI’s New Rules for Mutual Funds from 1st March 2025

SEBI’s New Rules for Mutual Funds from 1st March 2025 ✅

⇨ Maximum Nominees Allowed : Up to 10 per mutual fund or demat account.

⇨ Only the investor can nominate; PoA holders are not permitted.

⇨ Entities must keep nomination records for 8 years after the account is transferred.

⇨ Documents Required for Asset Transmission:
1. Self-attested copy of the death certificate.
2. Updated KYC details of the nominee(s).

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"Disclaimer: The information provided herein is for general informational purposes only and does not constitute financial advice, investment recommendations, or an offer to sell or solicitation to buy any securities or investment products. Past performance is not indicative of future results. Investors are advised to consider their own investment objectives, risk tolerance, and consult with a qualified financial advisor before making any investment decisions. Mutual funds are subject to market risks, including possible loss of principal amount invested. The value of units of the mutual fund may go up or down based on the performance of the underlying securities and factors affecting the market. The sponsor, trustees, asset management company, and their representatives do not guarantee the performance of the mutual fund, nor do they guarantee the accuracy, completeness, or reliability of the information provided herein. Investors are advised to read the Scheme Information Document (SID), Key Information Memorandum (KIM), and Statement of Additional Information (SAI) carefully before investing in any mutual fund. The information provided herein is based on the current laws, regulations, and interpretations, which are subject to change. The mutual fund investments are subject to various risks, including but not limited to market risks, credit risks, liquidity risks, interest rate risks, and political and economic risks. Investors should understand the nature of these risks before investing and should review the associated risks mentioned in the SID and other relevant documents. Any reliance on the information provided herein is at the sole discretion and risk of the reader. The mutual fund investments are not guaranteed or insured by any government or statutory authority. Mutual fund investments are subject to market conditions, tax implications, and other factors, and investors should consider seeking professional advice on the suitability of the investments based on their individual circumstances."