Nomination / Succession for Business Continuation

Guidelines & procedure for transfer of AUM from ARN of a deceased MFD to the ARN of nominee/ legal heir

For detailed guidelines for transfer of AUM in respect of a deceased MF distributor to the ARN of the nominee/ legal heir of the deceased, please refer AMFI circular dated 28-Mar-2013 available at – CIRARN151213

For detailed the procedure in this regard, please refer AMFI circular dated 28-Mar-2024 at –AMFIBestPracticesGuidelinesCircularNo.106_21.03.2023