This is in continuation to our notice no. 20220902-46 dated September 02, 2022 and notice no. 20220920-35 dated September 20, 2022 with respect to ‘Nomination for Mutual Fund Unit Holders’.
MFIs/MFDs/RIAs are hereby informed that in order to facilitate the nomination facility, additional reports have been provided in member login. Please find the format for the reports attached as annexure for your reference.
Further, RTAs have placed validations for fresh purchase transactions at their end for creation of Folio. RTA validations have been added in the revised process note at the end for your reference.
· Nomination Details Report – Refer Annexure I
· Nomination Image report – Refer Annexure I
· Nomination Authentication Report – Refer Annexure I
· Revised Process Note – Annexure II
All members using third party vendor solutions and/or in-house developed trading application are hereby requested to take note of the above and arrange to initiate necessary development at their end.
For any query on the BSE StAR MF platform you can reach us through our service centre on 022-45720450 & 022-45720650 on business days between 8.00 a.m. to 7.00 p.m. You can also raise your queries on our CRS portal:- https://bsecrs.bseindia.com
Ketan Jantre Zeeta Eustace
Sr. General Manager – Mutual Funds Dy. General Manager – Mutual Funds
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