Page 1. Rewards and Schemes Brokerage. Bills and RAP 30 Upfront Bills Business MIS Reports Bills Upfront Bills Business MIS Reports Bills

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Page 1. Rewards and Schemes Brokerage. Bills and RAP 30 Upfront Bills Business MIS Reports Bills Upfront Bills Business MIS Reports Bills"

Transcription

1

2 Investments >> Mutual Fund 1 Processed Detailed Business MIS Reports Transaction Report- Detailed 2 Processed Summary Business MIS Reports Transaction Report- Summary 3 Fundz Trax Business MIS Reports FundzTraxDetailed Report AND FundzTraxSummary Report 4 Online Detailed Business MIS Reports Online 5 Online Summary Business MIS Reports OnlineNest Transaction Summary SIP Reports 6 SIP Registration & Renewals Business MIS Reports SIP Reports > SIP Transaction Report 7 -- Business MIS Reports SIP Reports > SIP Stopped/Registration Failed Report 8 -- Business MIS Reports SIP Reports > SIP Renewal Report 9 SIP Accounts & Collection Business MIS Reports SIP Reports > SIP Accounts Report Business MIS Reports SIP Reports > SIP Projected Collection Report Business MIS Reports SIP Reports > SIP Collection Report * ( Not available currently ) 12 SIP Installment Reconciliation Business MIS Reports SIP Reports > SIP Installment Reconciliation Report 13 SIP Renewed / Terminated Business MIS Reports SIP Reports > SIP Renewed / Terminated Report STP Reports 14 STP Registration & Renewals Business MIS Reports STP Reports > STP Transaction Report Business MIS Reports STP Reports > STP Renewal Report Business MIS Reports STP Reports > STP Stopped Report 17 STP Accounts Report Business MIS Reports STP Reports > STP Accounts Report 18 STP Installment Reconciliation Report Business MIS Reports STP Reports > STP Installment Reconciliation Report 19 STP Renewed / Terminated Report Business MIS Reports STP Reports > STP Renewed / Terminated Report 20 STP Collection Report Business MIS Reports STP Reports > STP Collection Report* ( Not available currently ) 21 STP Projected Collection Report Business MIS Reports STP Reports > STP Projected Collection Report Business Insight 22 Maturity Report Client Service Portfolio MF Maturity Report 23 Account Insight Report Business MIS Reports Live Folio Report 24 Monthly MIS Business MIS Reports Monthly MIS Report 25 Live Folio Report Client Service Reports Account Insight Report 24 AUM Report -- Business MIS Reports AUM Scheme Wise -- Business MIS Reports AUM AMC Wise -- Business MIS Reports AUM Group Wise -- Business MIS Reports AUM Investor Wise -- Business MIS Reports AUM Location Wise -- Business MIS Reports AUM Employee Wise -- Business MIS Reports AUM PIE Chart -- Business MIS Reports AUM BAR Chart 25 Brokerage Rates Rewards and Schemes Brokerage Brokerage Rates 26 Brokerage Ledger Report Business MIS Reports Bills Brokerage Ledger Report 27 Upfront Detailed Report Business MIS Reports Income Upfront Detailed 28 Upfront Summary Report Business MIS Reports Income Upfront Summary 29 Voucher Transaction Report Rewards and Schemes Brokerage Voucher Transaction Report Bills and RAP 30 Upfront Bills Business MIS Reports Bills Upfront Bills 31 Wealth Account - Client Bills Business MIS Reports Bills Wealth Account Bills 32 Wealth Account - Partner Bills Business MIS Reports Bills Wealth Account Partner Bills 33 RAP Cash Bills Business MIS Reports Bills RAP Cash Bills 34 RAP Scheme Points Rewards and Schemes RAP RAP Scheme Points 35 RAP Redemption Status Report Rewards and Schemes RAP RAP Redemption Status Report 36 RAP Voucher Transaction Report Rewards and Schemes RAP RAP Voucher Transaction Report 37 Change Bill Option Business MIS Reports Bills Change Bill Option Page 1

3 Investments >> Mutual Fund Compliance Requirements 38 ARN Renewal Marketing Downloads ARN Renewal 39 Nomination Form (for Individuals) Marketing Downloads Nomination Form for Individual Sub-distributors 40 FAQs - Nomination (for Individuals) Marketing Downloads FAQs For Nomination Form for Individual Sub-dis 41 Self Declaration Certificate Marketing Downloads Self Declaration Certificate Circular & Info 42 # List of NEFT Bank Branches Marketing Downloads List of NEFT Bank Branches 43 # FAQs Nomination for (Individuals) Marketing Downloads FAQs Nomination for (Individuals) 44 # Points Of Services(POS) Process/Documentation PAN & KYC Points of Services(POS) 45 # SEBI Circular on PAN Process/Documentation PAN & KYC SEBI Circular on PAN 46 # Investor - PAN & KYC Requirement Process/Documentation PAN & KYC PAN & KYC Requirements for Investors Forms 47 # KYC Form Individuals Process/Documentation PAN & KYC KYC Form for Individuals 48 # KYC Form Non-Individuals Process/Documentation PAN & KYC KYC Form for Non-Individuals 49 # KYC Form Non-Individuals Annexure Process/Documentation PAN & KYC KYC Form for Non-Individuals Annexure 50 # PAN Application Form Process/Documentation PAN & KYC PAN Application Form 51 # PAN Application Form - Instructions Process/Documentation PAN & KYC PAN Application Form - Instructions 52 # NEFT Process Form Marketing Downloads Document For NEFT Process Resource 53 # Weekly Performance Biz Live Whats New>Downloads Weekly Performance 54 # Monthly Fundz Watch Biz Live Whats New>Downloads Monthly Fundz Watch 55 # Latest NFO Details Biz Live Whats New>Library NFO 56 # Presentations Biz Live Whats New>Library Presentations 57 # Downloads New New New MF Calculators 58 SIP Returns Detailed Biz Live Calculator SIP Returns Calculator Detailed 59 SIP Returns Summary Biz Live Calculator SIP Returns Calculator Summary 60 Scheme Returns Biz Live Calculator Returns Calculator Reports 61 # Scheme NAV Report Biz Live NAV View Latest or historical NAV, click here to view now 62 # Your NAV Report Biz Live NAV You NAV Report 63 # Scheme Sector Exposure Biz Live Analysers Consolidated Sector Exposure /Consolidated Credit Profile 64 # Scheme Portfolio Biz Live Fund Portfolio View Scheme Portfolio of Your Scheme 65 Fundz Trax * ( If subscribed for Service ) Administration Fundz Trax Fundz Trax Product Basket 66 Available FMP`s Biz Live Whats New Downloads Available FMP`s 67 Upcoming Dividends Biz Live Whats New Downloads Know upcoming dividends 68 Offline SCHEME Applications Marketing Downloads Application Forms 69 Online SCHEME Applications New New New Investments >> PMS 70 PMS Transaction Report PMS/FD PMS PMS Transaction Report 71 Brokerage Bills New New New 72 Resources Investments >> Fixed Deposits 73 FD Trax PMS/FD FD FD Trax Report 74 FD Transaction Report New New New 75 Brokerage Bills New New New 76 Brokerage Rates PMS/FD FD FD Brokerage Rate 77 Resources PMS/FD FD Downloads Page 2

4 Stock Exchange Transaction 78 Stock Exchange Transaction Report Business MIS Reports Stock Exchange Stock Exchange Transaction Report 79 SIP & Mandate Status Report Business MIS Reports Stock Exchange SIP & Mandate Status Report E Form New 80 Filling E Form Interactive DEMO New New New 81 E Form-Trading & Demat A/C Reg New New New 82 Edit your E Form New New New 83 Trading & Demat A/C Reg Status Report New New New 84 Destatmentization New New New 85 Client Brokerage Rates Business MIS Reports Stock Exchange Client Wise Brokerage Rate Report 86 Brokerage Bills New New New 87 Resources Business MIS Reports Stock Exchange Download Realty Product Basket 88 View Available Projects NJ Realty Projects NJ Realty - View available project 89 Realty Transaction Report Realty Reports Realty Transaction Reports 90 Brokerage Bills Realty Reports Realty Brokerage Bills Report 91 Brokerage Rates Realty Reports Realty Brokerage Rates Resources 92 Required Documents Housing Loan Realty Reports Required documents Housing Loan Admin 93 Employee Management -- Administration Employee Add Employee -- Administration Employee Edit Employee -- Administration Employee Manage Your Clients -- Administration Employee Employee List Web Management 94 Change Your Password Administration Admin Change your Password 95 Update Company Detail Administration Web Upload Logo on website -- Administration Admin Change Your Company Name 96 Edit Website Contents Administration Web Edit Website Contents 97 Download Agency Manager Desk Subscription Services Agency Desk Download your Agency Manager Desk E Mail Management 98 Download / Setup Account Administration E Mail Download / Setup Account 99 Check Your s Administration E Mail Check your s NJ Services - Forms 100 Web-Nest Activation Form Marketing Downloads Web-Nest Activation Form 101 Renewal Slip for MF Nest / Web Nest Marketing Downloads Renewal Slip for MF Nest / Web Nest 102 Termination Slip for Web Nest Marketing Downloads Termination Slip for Web Nest 103 Termination Slip for MF Nest Marketing Downloads Termination Slip for MF Nest 104 Registration/ change Form Marketing Downloads Registration/ change Form NJ Services Requests 105 Product Subscription Subscription Services New Product Registration Product Subscription 106 Rap Points Redemption Rewards and Schemes RAP Rap Points Redemption 107 Service Request Report Subscription Services Status Service Request Report 108 LMS Registration Biz Live Register LMS Register Link Page 3

5 Client Services > Client Management 109 View Client Investments -- Client Service Portfolio View client portfolio now -- Client Service Portfolio View Your Client's PMS Desk 110 Group Management New Group Creation Request Group Deletion Request Account Mapping Account Merging Create Login id / Pwd for your Clients Update Your Group Information 111 Sub Group Management Manage Sub Group Folio Mapping With Sub Group Client Services > Client Management Reports 102 Pan& Kyc & Tax Status Report Business MIS Reports Pan& Kyc & Tax Status Report 103 NJ Account Registration Report Client Service Request Status NJ Account Registration Report 104 Client Hits Statistics Client Service Reports Get your Client Hits Statistics Servicing 104 Group Mailing Address Client Service Printing Group Mailing Address 105 Investor Code / Group Code Listing Client Service Admin Investor Code / Group Code Listing CRM 106 Visit Your CRM Desk Marketing NJCRM Visit Your CRM Desk 107 CRM User Manual Marketing NJCRM CRM User Manual Customer Care 108 Live Chat Customer Care Live Chat Live Chat 109 Query Without TAR No Customer Care Post Queries Without TAR No 110 Query With TAR No Customer Care Post Queries With TAR No 111 Post Statement Soft Copy Request Customer Care Post Queries Post Statement Soft Copy Request 112 How to download statements Customer Care Post Queries Guidelines on how to download statements 113 Registered Queries Customer Care Query Reports Registered Queries 114 Detail / Summary Report Customer Care Query Reports Detail / Summary Report 115 TAT List Customer Care Query Reports TAT List 116 TAT Report Customer Care Query Reports TAT Report Page 4

6 Financial Planning Admin 117 Visit Your FP Desk Client Service Admin Visit Your FP Desk Downloads 118 Wealth Account Data Gathering sheet Client Service Printing Reports 119 Portfolio Review Feedback Report Client Service Portfolio Wealth Account Data Gathering sheet Portfolio Review Feedback Report Training Admin 120 Product/Training Registration Subscription Services NJ-Gurukul Product/Training Registration 121 Buy Gurukul Voucher from Brokerage limit Subscription Services NJ-Gurukul Buy Gurukul Voucher from Brokerage limit 122 Buy Gurukul Voucher from RAP Points Subscription Services NJ-Gurukul Buy Gurukul Voucher from RAP Points Marketing Biz Mall 123 Visit Biz Mall Marketing Printshop Print Shop Portal 124 Order Status Marketing Printshop Your Order Status SMS 125 About SMS Manager Marketing SMS About SMS Manager 126 Purchase SMS from Printshop Marketing SMS Purchase SMS from Printshop 127 Register SMS service Marketing SMS Register SMS service 128 Login SMS Manager Marketing SMS Login SMS Manager 129 View / Print T&C Marketing SMS View / Print T&C Page 5

Operating Guidelines for NSE NMF II. Version 2.0

Operating Guidelines for NSE NMF II. Version 2.0 Operating Guidelines for NSE NMF II Version 2.0 1 To All Asset Management Companies All Registrar and Transfer Agents MFSS Members registered with NSE SEBI vide circular CIR/MRD/DSA/32/2013 dated 4th October,

More information

Commonly Asked Questions on BSE StAR MF

Commonly Asked Questions on BSE StAR MF Say Goodbye to Mutuall Funds Applliicatiion Forms Commonly Asked Questions for Mutual Fund Distributors (MFDs) Commonly Asked Questions on BSE StAR MF 1. How is StAR MF different from the existing process

More information

Frequently Asked Questions. New Religare Online. When?

Frequently Asked Questions. New Religare Online. When? Frequently Asked Questions New Religare Online When? Contents 1. SYSTEM Requirements... 6 1.1. What is the pre-requisite to use this application?... 6 1.2. Do I need to activate and settings if I am using

More information

producer company registration consultants

producer company registration consultants producer company registration consultants Get In Touch Our Corporate Office: 2C, Kalicharan Ghosh Road, 1st Floor, Kolkata-700050 Mob : +91-9330160431 Phone No : 033-65056655 / 56 Delhi Office: RZ-42,

More information

How Do You Manage Your Investments?

How Do You Manage Your Investments? Desktop Portfolio Management Software maximumprofit.investwisely How Do You Manage Your Investments? MProfit is an easy to use personal desktop Portfolio Management Software for Indian retail investors

More information

Frequently Asked Question Mutual Fund Service System (MFSS) for Investors

Frequently Asked Question Mutual Fund Service System (MFSS) for Investors Frequently Asked Question Mutual Fund Service System (MFSS) for Investors 1. What is MFSS? Mutual Fund Service System (MFSS) is an online order collection system provided by NSE to its eligible members

More information

The new system offers the existing investors an option to create a User ID and map

The new system offers the existing investors an option to create a User ID and map 1. What is new in HDFCMFOnline? The new system offers the existing investors an option to create a User ID and map multiple folios to that user ID. Folios, where the first holder s PAN is the same, can

More information

AN EXCLUSIVE MOBILE APPLICATION TO TRANSACT IN MUTUAL FUND WITH NJ TRADING ACCOUNT

AN EXCLUSIVE MOBILE APPLICATION TO TRANSACT IN MUTUAL FUND WITH NJ TRADING ACCOUNT PRESENTING Go Mobile... Purchase Redeem Switch AN EXCLUSIVE MOBILE APPLICATION TO TRANSACT IN MUTUAL FUND WITH NJ TRADING ACCOUNT Go Mobile... NJ Trading Account (Mobile Application) NJ Trading Account

More information

Modules Functionality Description. BSE UCC File,NSE UCC File Generate. Download Feedback of Activatin. Script group/category. Script group haircut

Modules Functionality Description. BSE UCC File,NSE UCC File Generate. Download Feedback of Activatin. Script group/category. Script group haircut Module Details Modules Functionality Description Registration Module Application Inward & Rejction Handelling Application process Client Code Creation KYC KRA Data Upload UCC Upload UCC FeedBack Client

More information

Smart Mutual-MF Back Office System

Smart Mutual-MF Back Office System Winsoft s Smart Mutual is an end-to-end back office distribution software. It helps you simplify, standardize, automate and accelerate your brokerage calculation process making you less dependent on the

More information

User Guide - Karvy Online Trading

User Guide - Karvy Online Trading 1 User Guide - Karvy Online Trading Contents Login Introduction... 4 1. Log In... 4 2. Password Reset... 5 3. Log Off... 5 1. Profile... 6 1.1 Home... 6 1.2 Your Profile... 7 1.3 Change Password... 8 1.4

More information

5. Can Units of all Mutual Funds and all Schemes be subscribed or redeemed using MFSS?

5. Can Units of all Mutual Funds and all Schemes be subscribed or redeemed using MFSS? 4. Who all can are eligible to participate in MFSS? Individuals, HUF and Body Corporate can participate in MFSS subject to completing the KYC procedure. In case of a minor the guardian would have to be

More information

Distributor News. Index. Product Level Options. From CEO s Desk. Volume 1, Issue 1 December 2012

Distributor News. Index. Product Level Options. From CEO s Desk. Volume 1, Issue 1 December 2012 Distributor News Volume 1, Issue 1 December 2012 From CEO s Desk CAMS is happy to release the first issue of Distributor News. Distributor community plays a vital role in the development of Mutual Funds.

More information

Click on any link to get the details of accounts under that category.

Click on any link to get the details of accounts under that category. Login Page To login to Andhra Bank Internet Banking one should have the following: Login ID : Login ID is customers Customer ID Login Password : Login Password will be sent through courier to customer

More information

Frequently Asked Questions by Investors

Frequently Asked Questions by Investors (I) Basics 1) What do you mean by Conversion of Mutual Fund Units (represented by Statement of Account)? If you are holding Mutual Fund Units in physical form, which are represented by Statement of Account,

More information

Creating Wealth. Transforming Lives LEDGER REPORTS

Creating Wealth. Transforming Lives LEDGER REPORTS Creating Wealth. Transforming Lives LEDGER REPORT TYPES The newly deployed ledger reports are aimed at providing various types of reports from a single selection screen across all the brokerage payment

More information

Investor FAQs for KARVY I-Zone + Plan

Investor FAQs for KARVY I-Zone + Plan Investor FAQs for KARVY I-Zone + Plan 1. What is KARVY I-Zone + Plan? OR What all do I get when I enroll for a KARVY I-Zone + Plan? Karvy I-Zone + Plan is a plan developed by Karvy Group in response to

More information

CRM Login ADMIN PANEL. URL - www.fulloncrm.com. Login page Details: 1. Login Page :

CRM Login ADMIN PANEL. URL - www.fulloncrm.com. Login page Details: 1. Login Page : CRM Login ADMIN PANEL URL - www.fulloncrm.com Login page Details: 1. Login Page : Enter your Login Credential and click on login then it will open your panel. 2. Admin Dashboard : Your Admin dashboard

More information

YOUR GUIDE TO THE PERSONAL FINANCE PORTAL (PFP)

YOUR GUIDE TO THE PERSONAL FINANCE PORTAL (PFP) CONTENTS OF THIS USER GUIDE (C LIC K T O JUMP) YOUR GUIDE TO THE PERSONAL FINANCE PORTAL (PFP) INTRODUCTION TO THE PERSONAL FINANCE PORTAL Access to the Personal Finance Portal (PFP) is provided as part

More information

NISM-SERIES-V-A: MUTUAL FUND DISTRIBUTORS CERTIFICATION EXAMINATION CORRIGENDUM

NISM-SERIES-V-A: MUTUAL FUND DISTRIBUTORS CERTIFICATION EXAMINATION CORRIGENDUM NISM-SERIES-V-A: MUTUAL FUND DISTRIBUTORS CERTIFICATION EXAMINATION Dated: 26 September, 2012 For workbook Version: July, 2011 CORRIGENDUM Please refer to this corrigendum for examinations on or after

More information

Mutual Fund and Insurance Oracle FLEXCUBE Private Banking. Release 12.0.2.0.0. Part No. E49767-01

Mutual Fund and Insurance Oracle FLEXCUBE Private Banking. Release 12.0.2.0.0. Part No. E49767-01 Mutual Fund and Insurance Oracle FLEXCUBE Private Banking Release 12.0.2.0.0 Part No. E49767-01 September 2013 Table of Contents 1. Preface... 1-1 1.1 Introduction... 1-1 1.1.1 Key Benefits... 1-1 1.1.2

More information

New Online Membership & Certificate of Origin Application User Manual

New Online Membership & Certificate of Origin Application User Manual New Online Membership & Certificate of Origin Application User Manual Contents New Online Membership System:... 3 Investor Registration:... 4 New Membership Application for Free Zone:... 5 Membership Renewal...

More information

MLC Wrap and Navigator Investor Online. A guide to accessing your account online

MLC Wrap and Navigator Investor Online. A guide to accessing your account online MLC Wrap and Navigator Investor Online A guide to accessing your account online This guide will help you set up online access to your account and help you navigate your Investor Online site. Contents What

More information

Welcome to Selftrade. A guide for new Selftrade customers PART OF THE EQUINITI GROUP

Welcome to Selftrade. A guide for new Selftrade customers PART OF THE EQUINITI GROUP Welcome to Selftrade A guide for new Selftrade customers PART OF THE EQUINITI GROUP Welcome Thank you for choosing Selftrade for your investments. Selftrade aims to provide you with the information and

More information

Saga Share Direct Provided by Equiniti Financial Services Limited. Welcome. A guide to your new service

Saga Share Direct Provided by Equiniti Financial Services Limited. Welcome. A guide to your new service Saga Share Direct Provided by Equiniti Financial Services Limited Welcome A guide to your new service Welcome Welcome to your new Saga Share Direct service provided by Equiniti We have produced this guide

More information

ONLINE UNIT TRUSTS FREQUENTLY ASKED QUESTIONS

ONLINE UNIT TRUSTS FREQUENTLY ASKED QUESTIONS A. General Matters 1. I had forgotten my online login password. How do I reset a new password? You can contact our Customer Service Officer at 1800 747 7000 or visit any of our branches. 2. Am I able to

More information

I-ACCESS USER GUIDE INVESTOR MODULE GETTING STARTED

I-ACCESS USER GUIDE INVESTOR MODULE GETTING STARTED I-ACCESS USER GUIDE INVESTOR MODULE Dear Investor, Thank you for choosing Affin Hwang Asset Management Berhad s ( Affin Hwang AM ) and welcome to our online platform. This online platform allows you access

More information

Algo trading- An educational guide to retail investors

Algo trading- An educational guide to retail investors Algo trading- An educational guide to retail investors Algo or automated trading has been creating a buzz in the Indian financial markets. Although algo trading started in India in 2005, gained acceptance

More information

Jamb Online Portfolio Tracker User Guide

Jamb Online Portfolio Tracker User Guide Jamb Online Portfolio Tracker User Guide 1. Introduction Portfolio Tracker is a new generation internet aware application which is capable of tracking performance of stocks within portfolio of any investor.

More information

PUBLICATIONS. USER MANUAL - MyCSE PUBLICATIONS

PUBLICATIONS. USER MANUAL - MyCSE PUBLICATIONS USER MANUAL - MyCSE WELCOME TO THE MYCSE MyCSE is a subscriber service that is offered by Colombo Stock Exchange (CSE). Individuals and companies can subscribe to this service and get real time as well

More information

Saga Share Direct Provided by Equiniti Financial Services Limited. Welcome. A guide for new Saga Share Direct customers

Saga Share Direct Provided by Equiniti Financial Services Limited. Welcome. A guide for new Saga Share Direct customers Saga Share Direct Provided by Equiniti Financial Services Limited Welcome A guide for new Saga Share Direct customers 1 Headline Welcome Thank Subhead you for choosing Saga Body Share text Direct provided

More information

DECIDE METHOD TO OPEN ACCOUNT. - Conventional application (hardcopy) Proceed to STEP 2 - Online application Proceed to STEP 3

DECIDE METHOD TO OPEN ACCOUNT. - Conventional application (hardcopy) Proceed to STEP 2 - Online application Proceed to STEP 3 eunittrust - Quick Start Guide www.eunittrust.com.my How to Open Account? You are required to open a unit trust investment account with Phillip Mutual Bhd (PMB) before you can transact. There are 2 ways

More information

Application form and KIM for: Axis Triple Advantage Fund Axis Long Term Equity Fund Axis Income Saver. Axis Equity Fund.

Application form and KIM for: Axis Triple Advantage Fund Axis Long Term Equity Fund Axis Income Saver. Axis Equity Fund. Application form and KIM for: Axis Equity Fund Axis Triple Advantage Fund Axis Long Term Equity Fund Axis Income Saver Axis Midcap Fund How to use this form? New Applicants Existing Investors If you are

More information

All you need to make trading simpler

All you need to make trading simpler Enhanced Portfolio Tracker Multiple browser compatibility Seamless Trading User Friendly Interface Instant Scrip Search All you need to make trading simpler Online Trading Instruction Booklet For NRI 3-in-1

More information

Company Profile Excelanto Technologies

Company Profile Excelanto Technologies WELCOME Company Profile Excelanto Technologies is a Software development company that specializes in Windows and Web Based development activities, client server solutions and Corporate Website development

More information

BGL Client Centre Set up Instructions

BGL Client Centre Set up Instructions BGL Client Centre Set up Instructions What is the BGL Client Centre? The BGL Client Centre provides you with a direct connection to BGL. At the Client Centre you can: View your client details Log a support

More information

Trading in shares with 28E STOCKBROKERS.

Trading in shares with 28E STOCKBROKERS. Trading in shares with 28E STOCKBROKERS. THE STOCK EXCHANGE What is the Stock exchange and what function does it perform? The Stock exchange is an entity that provides a facility for companies to raise

More information

GUIDE GET ONLINE. Everything You Need to Access Your Account Online. SECTION ONE: Getting Started

GUIDE GET ONLINE. Everything You Need to Access Your Account Online. SECTION ONE: Getting Started GET ONLINE GUIDE Everything You Need to Access Your Account Online SECTION ONE: Getting Started As a new Online Banking user, you ll need two numbers to set up your account for online access your Membership

More information

1 About BSE. 2 Genesis of the StAR MF platform. 3 Benefits for the stakeholders. 4 StAR MF platform Features. 5 Eligibility for Participation

1 About BSE. 2 Genesis of the StAR MF platform. 3 Benefits for the stakeholders. 4 StAR MF platform Features. 5 Eligibility for Participation IInvestiing iin mutuall ffunds has never been siimpller.. A Quick Reference Guide for Mutual Fund Intermediaries (MFIs) INDEX Sr. No. Details 1 About BSE 2 Genesis of the StAR MF platform 3 Benefits for

More information

INSTRUCTION SHEET FOR E-501

INSTRUCTION SHEET FOR E-501 INSTRUCTION SHEET FOR E-501 A) General Instructions : Now electronic filing of form 501 has been made mandatory to all dealers instead of physical filing of form 501 to the sales tax offices. The dealers

More information

Destimoney - Risk Management Policy Commodities - Offline & Online

Destimoney - Risk Management Policy Commodities - Offline & Online 1. Preamble / Objective: - Destimoney - Risk Management Policy Commodities - Offline & Online Risk management is an integral part of the DESTIMONEY approach to decision-making and accountability. The objective

More information

Stock Holding Corporation of India Limited

Stock Holding Corporation of India Limited (To be filled by the Depository Participant) Application No. DP Internal Reference No. DP ID Stock Holding Corporation of India Limited Regd. Office : 301, Centre Point, Dr. Babasaheb Ambedkar Road, Parel,

More information

FAQ Depository participant (DP) Facilities being offered by PNB s DP Why demat account with PNB? How to open an account with a DP?

FAQ Depository participant (DP) Facilities being offered by PNB s DP Why demat account with PNB? How to open an account with a DP? FAQ Depository participant (DP) A Depository Participant (DP) is an agent appointed by the Depository i.e. National Securities Depository Ltd (NSDL) and/or Central Depository Services Ltd (CDSL) and is

More information

Securities and Exchange Board of India. All Mutual Funds/Asset Management Companies (AMCs)/ Trustee Companies/Boards of Trustees of Mutual Funds

Securities and Exchange Board of India. All Mutual Funds/Asset Management Companies (AMCs)/ Trustee Companies/Boards of Trustees of Mutual Funds CIRCULAR CIR/IMD/DF/21/2012 September 13, 2012 All Mutual Funds/Asset Management Companies (AMCs)/ Trustee Companies/Boards of Trustees of Mutual Funds Sir / Madam, Sub: Steps to re-energise Mutual Fund

More information

Mutual fund: SIP vis-à-vis lump sum investment

Mutual fund: SIP vis-à-vis lump sum investment Volume: 2, Issue: 7, 395-400 July 2015 www.allsubjectjournal.com e-issn: 2349-4182 p-issn: 2349-5979 Impact Factor: 3.762 DM Jha Msc (Ag), CAIIB, NCMP (IInd level), MBA (Finance) DM Jha Mutual fund: vis-à-vis

More information

5. Power of Attorney registration/ de-registration (NSDL/PI/2000/982 dated June 23, 2000):

5. Power of Attorney registration/ de-registration (NSDL/PI/2000/982 dated June 23, 2000): 5. Power of Attorney registration/ de-registration (NSDL/PI/2000/982 dated June 23, 2000): 5.1 Sample Clause A sample clause is given hereunder which if it forms a part of the Power of Attorney could suffice:

More information

Application form for MY COMMSIP. (*Kindly fill in Capital Letters)

Application form for MY COMMSIP. (*Kindly fill in Capital Letters) Application form for MY COMMSIP (*Kindly fill in Capital Letters) To SMC Comtrade Limited, Shanti Chambers, 11/6B, Pusa Road, New Delhi-110 005 Dear Sir, Ref. Trading Account Number: I hereby direct you

More information

TABLE OF CONTENTS. Business ebanking - Alerts Set Up

TABLE OF CONTENTS. Business ebanking - Alerts Set Up TABLE OF CONTENTS About Alerts... 2 Reading Received Alert Messages... 2 Subscribing to Account and Non-account Alerts... 3 Subscribing to Custom Alerts... 4 Changing Alert Subscriptions... 5 Deleting

More information

¼ããÀ ããè¾ã ¹ãÆãä ã¼ãîãä ã ããõà ãäìããä ã½ã¾ã ºããñ Ã

¼ããÀ ããè¾ã ¹ãÆãä ã¼ãîãä ã ããõà ãäìããä ã½ã¾ã ºããñ à CIRCULAR CIR/MRD/DMS/13/2010 April 23, 2010 To The Managing Directors of Stock Exchanges and Depositories Dear Sir(s), Sub: Execution of Power of Attorney (PoA) by the Client in favour of the Stock Broker/

More information

School Administration Software some features

School Administration Software some features School Administration Software some features August 2006 Introduction This is a multi-user GUI based complete system software for any size of school to manage their day-today operations. The software has

More information

MPCB E-Banking CORPORATE USER MANUAL

MPCB E-Banking CORPORATE USER MANUAL MPCB E-Banking CORPORATE USER MANUAL - 1 - LOGIN TO MPCB E-BANKING o How do I access to MPCB E-Banking? Connect to our MPCB Website: www.mpcb.mu Upon click on Corporate Sign-in, MPCB E-Banking login page

More information

Starter s Guide to Mutual Funds

Starter s Guide to Mutual Funds TM Starter s Guide to Mutual Funds By This e-book is designed by jagoinvestor.com and is being distributed as part of the investor education initiative Winvestor in association with DSP BlackRock Mutual

More information

KEY INFORMATION MEMORANDUM. Product Labelling. Continuous offer of Units at NAV related prices on ongoing basis

KEY INFORMATION MEMORANDUM. Product Labelling. Continuous offer of Units at NAV related prices on ongoing basis Asset Management Company: SBI Funds Management Pvt. Ltd. (A Joint Venture between State Bank of India & AMUNDI) KEY INFORMATION MEMORANDUM Product Labelling This product is suitable for investors who are

More information

Axis Bank Limited undertakes no obligation to update forward-looking statements to reflect events or circumstances after the date thereof.

Axis Bank Limited undertakes no obligation to update forward-looking statements to reflect events or circumstances after the date thereof. November 2015 Harbo Except for the historical information contained herein, statements in this release which contain words or phrases such as will, aim, will likely result, would, believe, may, expect,

More information

COMBINED SCHEME INFORMATION DOCUMENT EQUITY SCHEMES OF KOTAK MAHINDRA MUTUAL FUND

COMBINED SCHEME INFORMATION DOCUMENT EQUITY SCHEMES OF KOTAK MAHINDRA MUTUAL FUND COMBINED SCHEME INFORMATION DOCUMENT EQUITY SCHEMES OF KOTAK MAHINDRA MUTUAL FUND Continuous Offer of units of all schemes available at NAV bases prices Name of Scheme Kotak Mahindra 50 Unit Scheme Type

More information

Karvy NEST Web (Next Generation Securities Trading System)

Karvy NEST Web (Next Generation Securities Trading System) Karvy NEST Web (Next Generation Securities Trading System) Page 1 of 40 Contents NEST WEB... 4 PRODUCT HIGHLIGHTS:... 4 Login...5 MARKET WATCH... 8 Order Entry Dialog... 10 Quote:... 12 Market Picture

More information

OPERATION MANUAL FOR ONLINE IPO

OPERATION MANUAL FOR ONLINE IPO Online Trading Overview DAGA Business Group is providing all your financial needs under one Roof. W e are Trading and Clearing Member of NSE/BSE/COMMODITY / Futures & Options / Currency Segment of NSE/BSE/NCDEX/MCX/ACE/SPOT

More information

CIRCULAR. CIR/CFD/14/2012 October 04, 2012

CIRCULAR. CIR/CFD/14/2012 October 04, 2012 CIRCULAR CIR/CFD/14/2012 October 04, 2012 To All Stock Exchanges All Registered Merchant Bankers All Registered Registrars to an Issue All Registered Bankers to an Issue Dear Sir / Madam, Sub: Public issues

More information

Account to Account Transfer FAQ

Account to Account Transfer FAQ Account to Account Transfer FAQ Help -Registration and Signup. Why do I have to verify my external accounts? We do everything possible to protect your security and maintain the integrity of the payments

More information

Helping you trade your way

Helping you trade your way Helping you trade your way 2 3 4 5 7 8 10 Enhance your investing and trading performance with Westpac Broking Make fast, easy orders Stay in control Pay for trades whichever way suits you Discover what

More information

REAL ESTATE PORTAL SOLUTION. Ver 1.11

REAL ESTATE PORTAL SOLUTION. Ver 1.11 REAL ESTATE PORTAL SOLUTION DEVELOPER CONSUMER AGENTS Ver 1.11 Techzone Real Estate Portal Solutions end to end property system platform - Ver1.11 Page 1 Index of the documents Chapter page No. Introduction

More information

UTI-Retirement Benefit Pension Fund (An Open-ended notified tax saving-cum-pension scheme with no assured returns)

UTI-Retirement Benefit Pension Fund (An Open-ended notified tax saving-cum-pension scheme with no assured returns) UTI Mutual Fund UTI Asset Management Company Limited KEY INFORMATION MEMORANDUM UTI-Retirement Benefit Pension Fund (An Open-ended notified tax saving-cum-pension scheme with no assured returns) This product

More information

User Manual FOR KYC Registration Agency

User Manual FOR KYC Registration Agency User Manual FOR KYC Registration Agency DECEMBER 2011 About KRA: SEBI (Securities and Exchange Board of India) has formulated the KYC Registration Agency (KRA) Regulations, which have been notified vide

More information

Help Manual for registration of Online Training of LICENSING OF INSURANCE BROKERS (Fresher s Brokers Training)

Help Manual for registration of Online Training of LICENSING OF INSURANCE BROKERS (Fresher s Brokers Training) Dear All, We are pleased to inform you that Insurance Institute of India has introduced Online Training for licensing of Insurance Brokers (fresh). The candidates have to register for the Online training

More information

Rising Techno Soft Pvt. Ltd.

Rising Techno Soft Pvt. Ltd. Dear Sir / Madam, We take great pleasure in introducing our company Rising Techno Soft Pvt. Ltd. to you. Rising Techno Soft Pvt. Ltd. formerly known as (Rising Info System Pvt. Ltd.) is a highly focused

More information

SHCIL SERVICES LTD. SSL Online Trading - Frequently Asked Questions (FAQ s) - Guidelines.

SHCIL SERVICES LTD. SSL Online Trading - Frequently Asked Questions (FAQ s) - Guidelines. SHCIL SERVICES LTD. SSL Online Trading - Frequently Asked Questions (FAQ s) - Guidelines. What is an SSL Online Trading account? An SSL Online Trading account allows you to integrate your Trading account

More information

e-banking Short Presentation March 2009

e-banking Short Presentation March 2009 e-banking Short Presentation March 2009 Contents Overview 1. Assets 2. Communications 3. Security settings 4. Settings 5. Exchange rates 6. Customer search 2 Access / login procedure You can get to the

More information

Online College Management System

Online College Management System College Management System Perceiving the need for the advanced college management software, Kittys has developed new, essential, enhanced college management product to keep the management team out of laden

More information

GROWING YOUR BUSINESS. A Business Analytics Approach

GROWING YOUR BUSINESS. A Business Analytics Approach GROWING YOUR BUSINESS A Business Analytics Approach What is this about? It is all about the Big Question How Do We Work Smartly To Grow Business? The Most Likely Answer by Business Today Is BUSINESS ANALYTICS

More information

Internet Banking Frequently Asked Questions (FAQs) Version 1.0

Internet Banking Frequently Asked Questions (FAQs) Version 1.0 Internet Banking Frequently Asked Questions (FAQs) Version 1.0 1 Table of Contents 1. What is SyndicateBank Internet Banking?... 4 2. What are the Pre-requisites for using Internet Banking facility?...

More information

Bucks PSN. Updata Self-Service Portal User Guide. Version 1.0

Bucks PSN. Updata Self-Service Portal User Guide. Version 1.0 Bucks PSN Updata Self-Service Portal User Guide Version 1.0 Updata Infrastructure Ltd Page 2 of 4 The Updata Self-Service Portal The Updata Self-service Portal is a web based online portal which enables

More information

HLeBroking FAQ. There are also additional benefits only for HLeBroking via Internet, such as:

HLeBroking FAQ. There are also additional benefits only for HLeBroking via Internet, such as: Q1. What is HLeBroking? A1. HLeBroking allows you the flexibility of placing your orders (buying & selling of shares) either through a phone call to our trading hub or via the Internet. Our professional

More information

Accounts. Step by Step Data Setup Wizard and How to Guide. online

Accounts. Step by Step Data Setup Wizard and How to Guide. online online Accounts Step by Step Data Setup Wizard and How to Guide Main Tel. 0845 450 7304 Support Tel. 0844 484 9412 Email info@liquidaccounts.com Free 30day trial www.liquidaccounts.com Page 1 Online Accounts

More information

Tally.ERP9 Add-On. Cost Center-wise Outstanding. Receivables & Received (Cleared) Outstanding Receivables Single Cost center

Tally.ERP9 Add-On. Cost Center-wise Outstanding. Receivables & Received (Cleared) Outstanding Receivables Single Cost center Tally.ERP9 Add-On Cost Center-wise Outstanding Receivables & Received (Cleared) Outstanding Receivables Single Cost center Outstanding Received (Cleared) Single Cost center Outstanding Receivables Multiple

More information

Employee Active Directory Self-Service Quick Setup Guide

Employee Active Directory Self-Service Quick Setup Guide Employee Active Directory Self-Service Quick Setup Guide (V2.0) Last update: 11/5/2014 Copyright 2014 InfraDog Inc. All rights reserved Corporate Phone: +1 (416) 473-4096, Fax: +1 (888) 863-3936, Email:

More information

Accountant Guide Includes everything you need to know to get started as a Clear Books Accounting Partner

Accountant Guide Includes everything you need to know to get started as a Clear Books Accounting Partner Accountant Guide Includes everything you need to know to get started as a Clear Books Accounting Partner Digital Edition Get ready to experience fast, reliable and secure accounting software that is easy

More information

Sage Pay user guide for Sage 50 Accounts Sage Instant Accounts

Sage Pay user guide for Sage 50 Accounts Sage Instant Accounts Sage Pay user guide for Sage 50 Accounts Sage Instant Accounts Table of Contents 1.0 Introduction 3 2.0 Versions & Features 4 3.0 Getting Started 5 4.0 Taking Mail & Telephone Order Payments 7 5. 0 'Pay

More information

Table of Contents. Page Home.. 2. Balances & Holdings Balances & Holdings 3-4 Account Profile 5. Activity Account Activity...5

Table of Contents. Page Home.. 2. Balances & Holdings Balances & Holdings 3-4 Account Profile 5. Activity Account Activity...5 Table of Contents Page Home.. 2 Balances & Holdings Balances & Holdings 3-4 Account Profile 5 Activity Account Activity.....5 Portfolio Portfolio 6 Realized Gains/Loss..6-7 Trading Equity Order.. 8 Trading

More information

ONSITE TRACK EASY Campbell Arnott s Contractor Management Portal Portal User Guide: Employee Registration & Induction Bookings

ONSITE TRACK EASY Campbell Arnott s Contractor Management Portal Portal User Guide: Employee Registration & Induction Bookings ONSITE TRACK EASY Campbell Arnott s Contractor Management Portal Portal User Guide: Employee Registration & Induction Bookings http://campbellsarnottscontractor.com.au 1300 305 072 CONTENTS Overview...

More information

AJ Shopping Cart. Administration Manual

AJ Shopping Cart. Administration Manual AJ Shopping Cart Administration Manual AJ Square Consultancy Services (p) Ltd., The Lord's Garden, #1-12, Vilacheri Main Road, Vilacheri, Madurai-625 006.TN.INDIA, Ph:+91-452-2485553, 2485554. Fax : 2484600

More information

ListHub Broker User Manual

ListHub Broker User Manual ListHub Broker User Manual Section 1: Free and Paying Customers Login to ListHub Account... 2 Select and Manage Channels... 3 View Listing Inventory... 4 View Property Page... 5 Account Settings: Invite

More information

e-filing of audit report under Income Tax Act, 1961 CA. Deepak Bholusaria deepak@bholusaria.com

e-filing of audit report under Income Tax Act, 1961 CA. Deepak Bholusaria deepak@bholusaria.com e-filing of audit report under Income Tax Act, 1961 CA. Deepak Bholusaria deepak@bholusaria.com Background Assessee deliberately did not disclose some or all adverse remarks of Tax Audit Report. Assessee

More information

Cent Mobile V 3.0 FAQ

Cent Mobile V 3.0 FAQ Cent Mobile V 3.0 FAQ What is Mobile Banking? Mobile Banking is a term used for accessing banking services over mobile device. These services may include general information about the banking services

More information

2 2 & 2 3 3 3 4 / / EMD

2 2 & 2 3 3 3 4 / / EMD Contents Website... 2 Live Tenders... 2 Registration & Digital Signatures... 2 Participation in the Tender... 3 Login... 3 Online Request for the Tender... 3 Download Documents... 4 Upload files Technical

More information

Swisscom Mobile Device Services Quick Start Guide: Set-up Remote Management basic. Mobile Device Services Februar 2014

Swisscom Mobile Device Services Quick Start Guide: Set-up Remote Management basic. Mobile Device Services Februar 2014 Swisscom Mobile Device Services Quick Start Guide: Set-up Remote Management basic Mobile Device Services Februar 2014 Contents 2 Login «Welcome to Swisscom MDS» First steps Step 1: Installing the MDM certificate

More information

Your Archiving Service

Your Archiving Service It s as simple as 1, 2, 3 This email archiving setup guide provides you with easy to follow instructions on how to setup your new archiving service as well as how to create archiving users and assign archiving

More information

OLIVIA123 FOR ADMINISTRATORS. User Guide

OLIVIA123 FOR ADMINISTRATORS. User Guide OLIVIA123 FOR ADMINISTRATORS User Guide August 2014 OLIVIA123 for Administrators Contents OLIVIA123 Basic Functions... 1 Registration... 1 New Users... 1 Login... 1 Update Details... 1 Change Password...

More information

Welcome to Empower. 2014 Software AG. All rights reserved.

Welcome to Empower. 2014 Software AG. All rights reserved. Welcome to Empower 2014 Software AG. All rights reserved. Objectives Introduction to Software AG s support tools Empower Empower is our customer self-service portal for obtaining product information, searching

More information

NetXInvestor TM USER GUIDE. March 2014

NetXInvestor TM USER GUIDE. March 2014 NetXInvestor TM USER GUIDE March 2014 2014 Pershing Advisor Solutions LLC. Pershing Advisor Solutions LLC, member FINRA, SIPC, is a wholly owned subsidiary of The Bank of New York Mellon Corporation (BNY

More information

Trade Today. Your guide to getting started with TD Direct Investing

Trade Today. Your guide to getting started with TD Direct Investing Trade Today Your guide to getting started with TD Direct Investing Welcome to TD Direct Investing Thank you for choosing TD Direct Investing. We value the trust you ve placed in us and look forward to

More information

Frequently Asked Questions

Frequently Asked Questions Frequently Asked Questions Development & Maintenance of Web Based Portal and MIS for Monitoring & Evaluation of Vocational Training Improvement Project Version 1.0 Help Desk: support.dget@wipro.com 0120

More information

CHAPTER 13 COMPLIANCE

CHAPTER 13 COMPLIANCE CHAPTER 13 COMPLIANCE By a Trading Member / Clearing Member 13.1 Annual Accounts and Audit 13.1.1 Every trading member / clearing member shall prepare annual accounts for each financial year ending on

More information

Microgen 5Series Fund Administration & Accounting Software

Microgen 5Series Fund Administration & Accounting Software Microgen 5Series Fund Administration & Accounting Software Improve operational efficiency, reduce risk and cost Microgen 5Series is a modular system covering the day to day functions performed by Fund

More information

ListHub Broker User Manual

ListHub Broker User Manual ListHub Broker User Manual Section 1: Free and Paying Customers Login to ListHub Account... 2 Select and Manage Channels... 3 View Channel Scorecard... 4 View Listing Inventory... 5 View Property Page...

More information

HEAD OFFICE Information Technology Department

HEAD OFFICE Information Technology Department HEAD OFFICE Information Technology Department Customer s FAQs on Mobile Banking 1. How do customer avail Mobile Banking solution (BOI BTM)? I. Registration through BOI Branch: 1. Customer can approach

More information

UTRADE USER GUIDE. Before attempting to login, please take note of the following :

UTRADE USER GUIDE. Before attempting to login, please take note of the following : 1. INTRODUCTION Thank you for choosing UTRADE online trading system, which offers you a hassle-free online trading experience with its reliable features and tools to assist you in capitalizing market opportunities

More information

Generally, changes made 5 business days for faculty/staff and 3 business days for students PRIOR to pay date will be effective for that pay date.

Generally, changes made 5 business days for faculty/staff and 3 business days for students PRIOR to pay date will be effective for that pay date. GETTING DIRECT DEPOSIT (Payroll) Direct Deposit Your UNI Payroll Checks This free service automatically deposits payroll checks from UNI into any checking or savings account(s) you choose. How you benefit

More information

ONSITE TRACK EASY Retail FM Contractor Management Portal Portal User Guide: Company Registration. http://wowcontractor.com.au/retail-fm/ 1300 291 561

ONSITE TRACK EASY Retail FM Contractor Management Portal Portal User Guide: Company Registration. http://wowcontractor.com.au/retail-fm/ 1300 291 561 ONSITE TRACK EASY Retail FM Contractor Management Portal Portal User Guide: Company Registration http://wowcontractor.com.au/retail-fm/ 1300 291 561 CONTENTS Overview... 3 Login (for companies existing

More information

ONLINE UNIT TRUST PLATFORM FREQUENTLY ASKED QUESTIONS

ONLINE UNIT TRUST PLATFORM FREQUENTLY ASKED QUESTIONS ONLINE UNIT TRUST PLATFORM FREQUENTLY ASKED QUESTIONS A. General Matters 1. I have forgotten my online login password. How can I reset my password? Please refer to the Forgot username/password option on

More information