Transcription of PMS Process guidelines - Motilal Oswal
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PMS Process guidelines - Motilal Oswal
PMS Process PMS Process GUIDELINESGUIDELINESPMS Process PMS Process GUIDELINESGUIDELINESGUIDELINESGUIDELINES GUIDELINESGUIDELINESM otilal Oswal Asset Management Co. LtdMotilal Oswal Asset Management Co. LtdNote: These guidelines /processes are subject to change from time to time; hence please ensure that the latestversion is referred to for relevant Process flowPMS Process flowPMS Process flowPMS Process flow Generate PMS code in tracker Send complete set of documents to PMS BO demat account opened Initial corpus (Stock/Fund) Initial corpus (Stock/Fund) account activation Send welcome letter PMS reports (Monthly / Financial statements) Dividend/Corporate actions Redemption/Switch processFrequently asked questions for PMSF requently asked questions for PMSF requently asked questions for PMSF requently asked questions for PMSQ1.
Q5. what are demat account nos. to transfer the stock corpus? Ans. Demat account nos. for stock transfer are as follows: There are no strategy-specific demat accounts, the stocks for all strategies have to …
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