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RTA inter-operable Platform for enhancing investors’ experience in Mutual Fund transactions / service requests

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....s)/ Trustee Companies/ Board of Trustees of Mutual Funds/ Registrar and Transfer Agents of Mutual Funds (RTAs) Association of Mutual Funds in India (AMFI) Depositories Sir / Madam, Subject: RTA inter-operable Platform for enhancing investors' experience in Mutual Fund transactions / service requests In order to make it more convenient to the existing and future investors to tr....

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....ontact number / bank account details etc., initiation and tracking of queries and complaints, access investment related reports viz. mutual fund holdings (both in demat and standard Statement of Account), transactions reports (including historic transactions), capital gains/loss report, details of unclaimed dividend/redemption etc. Through this platform, investors will be able to access these serv....

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....w, integrated, simplified  investment and service experience for the investors. 5. AMCs, RTAs, and Depositories shall adopt the data definitions and standards as  provided / recommended by SEBI for data exchange amongst various  participants. 6. The Platform should be scalable with robust cyber security protocols and supported through an API-based architecture. In ....

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....Recovery (DR) specified by SEBI from to time to "MIIs". 8. All the stakeholders are advised to collaborate and work together towards the development and implementation of the proposed investor-friendly platform. 9. AMCs and Depositories shall facilitate and RTAs shall make the aforesaid platform operational in a phased manner (starting with non-financial transactions) and shall b....

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