Switching investments under micro investments
You do not need to quote PAN if you stay invested in the same scheme even if the market value exceeds Rs 50000.
by Team Cafemutual Jun 11, 2013
Do sub-brokers need EUIN?
All salespersons/relationship managers including sub-brokers offering advice to investors should have EUIN.
by Team Cafemutual Jun 6, 2013
Is attending CPE mandatory if you attain the age of 50?
Irrespective of the age, it is mandatory to renew ARN by appearing for CPE.
by Team Cafemutual Jun 5, 2013
How to renew ARN?
You need to attend two day classroom based CPE program to renew your ARN
by Team Cafemutual Jun 5, 2013
Delay in ARN renewal leads to suspension of commission
Advisors need to apply for CPE program 12 months prior to the expiry of the ARN.
by Team Cafemutual May 28, 2013
ARN Renewal
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by Team Cafemutual May 28, 2013
Lock-in-period of ELSS
Each SIP installment gets locked in for three years.
by Team Cafemutual May 14, 2013
An additional Tax Advantage
Under Section 80CCF, investor gets additional benefit
by Yogita Loke Feb 15, 2011
Calculation of trail commission
The trail commission varies between 0.25 per cent to 0.75 per cent p.a. for an equity scheme
by Yogita Loke Jan 18, 2011
Nomination for trail commission
The nominee has to be an ARN holder in order to be eligible for brokerage
by Ravi Samalad Dec 21, 2010
KYD compliance is a must
Trail will not be paid unless you are fully compliant
by Ravi Samalad Dec 21, 2010
KYD documents
The duplicate copy of KYD acknowledgement provided by CAMS has to be sent to AMCs
by Ravi Samalad Dec 20, 2010
CFP boosts your career
IFAs can take up this course in order take their professional knowledge to the next level
by Ravi Samalad Dec 20, 2010
