Ch.3 · Sponsor, Trustee and AMC Roles · medium

What investor protection is provided during an AMC acquisition or merger?

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EXPLANATION

During AMC mergers/acquisitions, SEBI mandates: (1) Unit holders must be notified in writing of all material changes at least 30 days in advance; (2) A 30-day exit window without exit load must be provided; (3) If fundamental attributes change, SEBI approval is required. These measures allow investors to exit if they do not wish to be part of the new structure.

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