A holder of mutual fund shares, equity or bonds with a registered mutual funds company can apply to change his/her registered signature or to provide a new signature in case of non-availability by filling the following affidavit form through the company’s official Registrar and Transfer Agent (RTA). Along with the request to change/add a new […]
Request Letter for Change of Name
Filing an Official Request with RTA for Change of Name in Investment folio. A shareholder who wishes to change his/her name in their investment portfolio needs to file a formal request with the concerned RTA (Registrar & Transfer Agent) appointed by the Company. The application for the same must be filled in the format prescribed […]
Procedure For Change of Registrar and Transfer Agent (RTA)
The procedure to change Registrar and Transfer Agent for companies or mutual fund houses require them to submit a long list of certified documents or copies to the Central Depository Services Private Limited (CDSL). After receiving such documents, CDSL verified each of the received document and ensure that they are in a prescribed order to […]
SEBI Issues Circular for RTA/STA, Relaxation from Compliance with Certain Provisions
Recently the government of India as well as SEBI has brought some of the major changes in the mutual fund compliance and the share market sector due to corona virus pandemic. SEBI has issued various circulars and guidelines in order to keep updated all of its concerned associations and stakeholders. Let us check out the […]
RTAs Are the Cornerstone For The Mutual Fund Industry
Technology plays a stellar role in the growth and service of any industry. It can very well be justified if we take an example of a flourishing industry of mutual funds. Mutual Funds have reached the crest of success with the use of advanced technology that is largely catered and upgraded by Registrar & Transfers […]
What is the Key Difference Between Transfer and Transmission of Shares?
This post, you will learn the basic and important difference between transfer and transmission in the firm. You will also get information about which option is better for whom
R&T Agent and How They Manage Their Stakeholders?
A registrar or transfer agent is a trust or similar financial institutions that register and maintain complete data records of the transactions of investors for the ease of mutual fund companies. So the primary role of Registrar & Transfer Agent is to maintain records of investors and account balances. A transfer agent or Registrar records […]
Why is RTA Important For Both Investors & Fund House?
Registrar & Transfer Agent: Registrar & Share Transfer Agent is a medium entity taking all the responsibilities of the back end process of all the multiple transactions based on mutual funds, financial & non-financial dealings. The RTA undertakes the responsibility of record keeping maintenance of each and every mutual fund’s transactions of the fund house […]
Top 7 Reason Why You Should Choose SAG RTA
SAG Infotech Private Limited, the pioneer in the taxation industry for the past 20+ years, now also works as an authorized registrar and share transfer agent (RTA). The company holds the laurel of Rajasthan 1st RTA Services provider. The company has been handled the responsibility to operate as an authorized and most trusted RTA in […]
Complete Procedure for Bonus Issue of Shares by Companies
Bonus shares are given to the pre-existing shareholders free of cost in case the company accumulates benefits on earning. This is done to replace the dividend which has to be given to the shareholders thereby giving them free shares. As the bonus shares capitalize a fraction of the reserve, it is just a bookkeeping transaction […]
