Refer to SEBI circular dated March 16,2023, for complete details if required.Ī company desiring to use the e-Voting platform must accept the terms andĬonditions for usage of the e-Voting platform provided by KFIN. Participant (DP) with relevant details to get the address updated or The proof of address in the name of the spouseįor dematerialized holdings, please reach out to your Depository That gives the registered address will be accepted. Identity card / document with address, issued by any of the following:Ĭentral/State Government and its Departments, Statutory / RegulatoryĪuthorities, Public Sector Undertakings, Scheduled Commercial Banks, Publicįor FII / sub account, Power of Attorney given by FII / sub- account to theĬustodians (which are duly notarized and / or apostilled or consularised) Telephone Bill (only land line), Electricity bill or Gas bill - Not more Residence / Driving License / Flat Maintenance bill. Valid Passport / Ration Card / Registered Lease or Sale Agreement of Provide any one of the documents for updating the change in the address.Ĭlient Master List (CML) of your Demat Account, provided by the Depository You can download ISR 1 form by clicking on the link : To avoid rejection, ensure that the signatures of the holder(s) isĪs per the specimen signatures registered. Name of companyĪlong with any one document listed below should be sent to KFINTECHĪddress. Holder(s) stating the new address and the folio nos. The investor may choose to generate a ‘Summary CAS’ or 'Detailed' CAS, and can choose the desired period, such as Current Financial Year, Previous Financial Year, or Specific Period (not more than 365 days) and generate the Detailed CAS as per requirement.įor availing various online services enabled on the MF Central portal, an investor needs to first register on the aforesaid platform by signing-up and creating a log-in and password and then choose the desired online service.A: For securities held in physical form an ISR 1 form duly signed by the In addition to the above, investors can also view and download their mutual fund Portfolio & CAS on the portal of MFCentral ( ), a collaborative online services hub launched jointly by KFintech & CAMS for the convenience of investors to transact across all their folios across all mutual funds. The following are the URLs for requesting for the e-CAS from CAMS and KFintech: Investors who have registered their email address with mutual funds can avail this facility and receive a soft copy of the e-CAS showing their current holdings across all mutual funds in their registered email address. What should I do if some of my portfolios are not reflected in the monthly CAS?įor the convenience of mutual fund investors, the Registrars, Computer Age Management Services Limited (CAMS) and KFin Technologies Ltd (KFintech) have in a collaborative initiative, come together to provide a facility for mutual fund investors to get a consolidated account statement (CAS) showing their current holdings across all mutual funds electronically via e-CAS through a mail-back service.How can I verify that details mentioned in the application form are captured correctly by each AMC?.Do you also get an individual statement from the AMC?.What is the procedure to seek a duplicate CAS ?.To which address will the CAS be sent to if I have provided different addresses in the portfolios?.What other information is included in the CAS, apart from financial transactions,?.Will minor's portfolios be considered for consolidation?.I hold units in the dematerialised mode.What if there are no financial transactions in my folio for a long period?.What happens if there are no financial transactions in any month in a particular portfolio?.Will all of my portfolios be included in a single CAS?.Which transactions are included in MF CAS?.When does one receive the Consolidated Account Statement?.What is a Consolidated Account Statement ?.
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