Folios without Nominee and missing Nominee Opt out flag

Created by Anuj Jain, Modified on Mon, 27 Mar, 2023 at 3:51 PM by Anuj Jain

Each folio should ideally have Nominee specified, or the Investor must specifically Opt Out of this.

In Investwell Mint, we have created a new report under Data Management >> Compliance report >> Folios without Nominee option. This report will exclude those folios where investor has declared a nominee or has specifically Opted Out of giving any Nominee.

This report has been created from Karvy folio master (MFSD211) and CAMS WBR9 and WBR9C report.

Please ignore any cases of HUF, Company or any other tax status apart from Individual or Minors.

Link to update Nominee -

https://mfs.kfintech.com/investor/General/NCTNomineeUpdation

We hope this helps you in completing this process.

Team Investwell