UNIT 4
Mutual Fund Products and
Services
NFO Introduction
New Fund Offer (NFO) Definition: A New Fund Offer (NFO) is the first-time launch of a mutual fu...
Allotment of Mutual Fund units- Cut-off time and Time Stamping
Allotment of Mutual Fund Units Allotment of Units: Process: Once the NFO period closes, the AMC...
Financial Transactions with Mutual Funds (Purchase, Redemption and Switches)
Financial Transactions with Mutual Funds: Generally involve three main types: Purchase, Redempti...
KYC Requirement for Mutual Fund Investors- Marketing of Mutual Fund Products
Documents Required for KYC (Know Your Customer): Proof of Identity (Any one of the following): ...