Ch.3 · Custodian and RTA Functions · easy
What is the role of the Registrar and Transfer Agent (RTA) in a mutual fund?
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EXPLANATION
The RTA handles all investor-facing operations: processing purchase, redemption, and switch transactions; maintaining unit holder folios; issuing account statements and allotment letters; handling KYC records; managing SIP mandates; and processing dividend/IDCW payouts. Major RTAs in India are CAMS and KFintech.
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