TMI BlogRTA inter-operable Platform for enhancing investors’ experience in Mutual Fund transactions / service requestsX X X X Extracts X X X X X X X X Extracts X X X X ..... es/ Board of Trustees of Mutual Funds/ Registrar and Transfer Agents of Mutual Funds (RTAs) Association of Mutual Funds in India (AMFI) Depositories Sir / Madam, Subject: RTA inter-operable Platform for enhancing investors experience in Mutual Fund transactions / service requests In order to make it more convenient to the existing and future investors to transact and avail ser ..... X X X X Extracts X X X X X X X X Extracts X X X X ..... etc., initiation and tracking of queries and complaints, access investment related reports viz. mutual fund holdings (both in demat and standard Statement of Account), transactions reports (including historic transactions), capital gains/loss report, details of unclaimed dividend/redemption etc. Through this platform, investors will be able to access these services for all Mutual Funds in an integ ..... X X X X Extracts X X X X X X X X Extracts X X X X ..... experience for the investors. 5. AMCs, RTAs, and Depositories shall adopt the data definitions and standards as provided / recommended by SEBI for data exchange amongst various participants. 6. The Platform should be scalable with robust cyber security protocols and supported through an API-based architecture. In this regard, the platform shall adopt the Cyber Security and Cyber Resilienc ..... X X X X Extracts X X X X X X X X Extracts X X X X ..... are advised to collaborate and work together towards the development and implementation of the proposed investor-friendly platform. 9. AMCs and Depositories shall facilitate and RTAs shall make the aforesaid platform operational in a phased manner (starting with non-financial transactions) and shall be fully operational by December 31, 2021. 10. AMCs, RTAs, Depositories, AMFI and key stakeh ..... X X X X Extracts X X X X X X X X Extracts X X X X
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