R&T Services
UTIITSL is one of the largest Financial Service Providers in India - SEBI approved Category 1 - Registrar and Transfer Agent, offering R&T services to the investors of Mutual Fund AMC, Bond/ Deposit/ shareholders of Corporate, Financial Institutions and Government Companies.
Registrar and Transfer Service for Mutual Funds
- Application and document analysis
- Data integrity and allocation of folio number
- Printing and dispatch of certificates/interest warrants/letters etc.
- Brokerage Payment
- Changes: address, bank details, name, etc.
- Repurchase/ Redemption of units
- Issuing of duplicate certificates
- Unit/Share Transfer
- Death Claim Settlement
- Demat and Remat Requests
- All MIS Reports as required
- All Reports as per SEBI (MF) Regulations
Registrar and Transfer Service for Mutual Funds
- Processing of transfer requests and scanning of signatures
- Record maintenance
- Shareholder services
- Issuing of bonus shares
- Dividend payments
- Assistance at the Annual General Meeting / Extra-ordinary General Meeting
- Demat/Remat services
- MIS Reports
- SEBI Circular - Transfer of Shares (Click here for Download)
- Initial public offers of Corporations and New Fund Offer of MF AMC
- Portfolio management and accounting
- Distribution of financial products
- Document handling of clients