Jio Black Rock - Inbound

1.       Under which option can we see the financier’s details if units are pledged?

• A.      Transactions

• A.      Bank Account registered

• A.      Valuation

• A.      Loan details

1.       How can we check if bank account is validated in the folio?

• A.      Generate a query in MF360

• A.      We do not have this facility

• A.      Check the IMPS tab under Bank accounts registered

1.       How can we check if SIP cancellation is received?

• Check if cease date is updated under tab Systematic transactions

• A.      Generate a query in MF360

 Can we register investor to receive account statement on his desired frequency?

• A.      No, he will have to send email or call whenever he wants to receive statement.

•    Yes, we can register through schedule statements.  

• A.      To register, we have generate query in MF360 and the backoffice team will register.

• A.      Yes, we can register through statement registration under Valuation tab

Which reports can be viewed under Investor report tab?

• Exit load statement

• Capital gains statement

• All of above

How many account statements can be downloaded in one go from E5 tab?

• No Limit

• 10 Folios

• 5 Folios

• Only 1 Folio at a time

Can we send the Statement of account directly to Investor’s registered email ID through MF 360?

 

• YES

• NO

In MF360, KYC status of only First holder can be checked. State whether True or False.

• True

• False

Only Financial Transaction status can be viewed in MF360. State whether True or False.

 

• True

• False

Investor has already having CAMS OTM registered, now he want to start SIP with Jio Blackrock MF. From where in MF360, you can view CAMS OTM registration number

• E4 Transaction Enquiry

• There is no such provision in MF360.

• Investor can only provide

• E23 CAMSOM Enquiry