AIF-- Transmission -- 05/6/2023

Transfer of units is possible from deceased investor to Claimant in terms of death of the investor.

• TRUE

• FALSE

if documents are not clear post receipt of request received, the same needs to be reported to ___.

• AMC/Distributor

• AMC

• RM

• Distributor

While entering the transfer details, if the screen pops up saying - "is this transaction from Transmission " ___ to be selected.

• YES

• NO

While entering transfer details, if the system pops up saying- "is this Transmission due to the death of the holder" ____ command to be given.

• YES

• NO

Transmission Of Units happens only incase when secondary holder is No more.

• TRUE

• FALSE

____ is mandatory to process the transmission.

• Date of birth of the Investor

• Date of expiry of the investor

• Date of Marriage of the Investor

• Date of Investment of the Investor

In Transmission process, The folio number is allotted to the expired investor.

• TRUE

• FALSE

In Transmission process, the folio get alloted to ____

• Claimant

• Joint Holder

• Investor

• RM in charge

Select the correct chronology for posting:-

• Transaction Posting >IT Process > Posting

• IT Process >Transaction Posting > Posting

• IT Process > Posting >Transaction Posting

• IT Process > IT Admin> Posting >Transaction Posting >

In the Date of Posting the ____date to be selected.

• Last NAV

• last business days NAV

• Current NAV

• Recurring NAV