WorksheetsDigital FTR and updates
Total questions: 10
Worksheet time: 5mins
Existing investor can do investment even if their FATCA is incomplete
False- First need to update the FATCA to avoid any discrepancy while initiating transaction
True- Only KYC needs to be validated
MD and CEO of ABSL AMC____
Mahesh Patil
A. Balasubramanian
Dhaval Joshi
Dhaval Gala
Chief Investment Officer of ABSL AMC
A. Balasubramanian
Mahesh Patil
Manjit Singh
Navin Puri
If investor is switching within the scheme (intra switch) from Direct Plan to Regular Plan then Exit load is applicable
True
False
In case of the deceased of 1st or 2nd joint holder, form ___ has to be submitted for deletion of name along with the other documents for transmission
Form T1
Form T2
Form T3
Form T4
What details needs to be properly updated in folio of investor to place instant redemption
Bank details
TAX status- Resident Individual
Payout Mode- DC
All of the options
What steps to be taken when Investor is stating that no one id has been created against the said PAN but showing validation message than One id already created.
Checks Done:- One ID already created
Create New folio from different PAN
Request him to share the SS of the error
Will ask him to follow One Id process and if already exist then ask him to follow Forget one id process
none of the options
What steps to be taken if investor is not getting OTP option while One ID creation
Checks Done :- Generate OTP option not showing
Will ask to share the SS on Customer id
Will check in MF 360, if contact details not registered then ask investor to register the same from CAMS
Will ask him to create folio from channel partner
None of the options
What steps to be taken if Investor done purchase transaction but units not allocated
Will inform investor unit allotment is based on Subject to fund Realisation
Will inform investor to check with bank
Will check in MFadmin>if payment states showing Unknown and amount is debited from investor bank account then units will get allocated within 48 hours or amount will be revered in investor's account.
Will inform investor to reinitiate the tarnsaction again
Investor not able to see bank account details while placing redemption request
Will directly ask him to share the SS of the interface wherein bank details are not getting reflected
Will check in mf360>if bank details are not updated then will inform to update the same first
Will ask investor to place redemption from Alternate digital asset
None of the options
