Ch.5 · SID, SAI and KIM Documents · hard
What is the 'Associate Transactions' disclosure in the SAI?
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EXPLANATION
The SAI must disclose any transactions between mutual fund schemes and associate entities (companies related to the sponsor or AMC). SEBI regulations restrict such transactions to prevent conflicts of interest. Disclosures include brokerage paid to associate brokers, investments in associate company securities, and banking services from associate banks.
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