Introduction : Transferring mutual fund units held in Statement of Account (SOA) / Non-Demat mode is now possible through a fully online and regulated process introduced by SEBI and implemented by AMCs and RTAs. This facility allows investors to add or remove joint holders, gift mutual fund units, transfer units to siblings or third parties, and move units to legal heirs , subject to specific rules and eligibility conditions. To help investors clearly understand when, how, and under what conditions mutual fund units can be transferred , we have compiled this comprehensive FAQ guide . The questions below are written in simple language , based on actual investor queries searched on Google , and cover eligibility, platforms, tax impact, stamp duty, KYC, NRI rules, timelines, restrictions, and compliance requirements for transferring mutual fund units in SOA mode. 1. When can mutual fund units be transferred in SOA (non-demat) mode? Mutual fund units held in Statement of Account (SOA...
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