Message from the editor
We hope you enjoyed reading our launch issue. We did get accolades from industry and readers, thank you very much. Our objective is to share best practices and learnings on an on-going basis so that our readers can apply it in their day to day business.
The key development in January was Know Your Client (KYC) w.e.f. January 1, 2011, where all categories of investors irrespective of amount of investment in Mutual Funds are required to comply with KYC norms. To know more please visit the AMFI website
The other development which would impact your business is Know Your Distributor (KYD) - All ARN holders are required to complete the KYD process by February 28th, 2011. If the same is not completed by then, payment of commission would be suspended till the KYD requirements are complied with. To know more about KYD process, visit AMFI website
In addition to the regular features we have added a section called for International Corner and Client corner, hope you like it.
Continuing on the cross sell theme we talk about Lending against Property (LAP) in this issue.
In our last issue we shared what CLOUD computing is all about, in this use we share what are the benefits of CLOUD to you as an IFA.
Please make use of the Refer a friend programme and earn attractive fees.
Look forward to hearing from you at feedback@touchbase.co.in . Read the full newsletter by clicking http://bit.ly/ekP8uO
Happy reading.
We hope you enjoyed reading our launch issue. We did get accolades from industry and readers, thank you very much. Our objective is to share best practices and learnings on an on-going basis so that our readers can apply it in their day to day business.
The key development in January was Know Your Client (KYC) w.e.f. January 1, 2011, where all categories of investors irrespective of amount of investment in Mutual Funds are required to comply with KYC norms. To know more please visit the AMFI website
The other development which would impact your business is Know Your Distributor (KYD) - All ARN holders are required to complete the KYD process by February 28th, 2011. If the same is not completed by then, payment of commission would be suspended till the KYD requirements are complied with. To know more about KYD process, visit AMFI website
In addition to the regular features we have added a section called for International Corner and Client corner, hope you like it.
Continuing on the cross sell theme we talk about Lending against Property (LAP) in this issue.
In our last issue we shared what CLOUD computing is all about, in this use we share what are the benefits of CLOUD to you as an IFA.
Please make use of the Refer a friend programme and earn attractive fees.
Look forward to hearing from you at feedback@touchbase.co.in . Read the full newsletter by clicking http://bit.ly/ekP8uO
Happy reading.
