THIRD PARTY DISTRIBUTION

Table of Content:

1. How do I start Mutual Fund business with Motilal Oswal Securities Limited (MOSL)
2. From where can I download Mutual Fund Statement of Account?
3. Is there any report available to check the SIP termination details?
4. How do I change brokerage in Mutual Fund?
5. What are the payment modes for SIP?
6. What is the procedure after registering SIP through Ledger mode?
7. Whether physical form needs to be sent in case of ledger SIPs?
8. What is the procedure after registering SIP through ECS?
9. How much time period is needed for registering a SIP?
10. What are the modes for SIP buying?
11. For which all products SIPs can be done?
12. What is the procedure for cancelling a SIP through ECS?
13. What will happen if ECS SIP cancellation form is not sent to MOSL Malad office?
14. What will happen if ECS SIP is not canceled in Lite Terminal but cancellation form is directly sent to Karvy office?
15. How do I change the Bank in case of ECS facility?
16. Where can I see all of my commission details?
17. From where can I get Mutual Fund payable rates?
18. Is there any pre-defined commission payment calendar?
19. Where do partners send the queries related to commission not received or less received?
20. Which client can apply for Mutual Fund through LITE platform?
21. How to know whether POA is set for the client?
22. How to set POA for non POA clients?
23. What to do in case MF Transactions not reflecting in MF portfolio report?
24. How to do Mutual Fund investment for NRI clients?
25. Difference between Direct and Regular Plan?

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