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Sriram Asset Management Company Limited APP No.:TRANSACTION SLIP Please use separate transaction slip for each scheme. This Form is for use of Existing Investors only. To be filled in CAPITAL LETTERS1.

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How to fill out mutual fund reject tracking

01

Gather all the necessary paperwork, including the rejection notice from the mutual fund company.

02

Review the rejection notice to understand the reason for the rejection.

03

Make sure you have all the relevant information and supporting documents to address the reason for rejection.

04

Fill out the necessary forms or paperwork provided by the mutual fund company to appeal the rejection.

05

Submit the completed forms along with any additional documents requested by the mutual fund company.

06

Follow up with the mutual fund company to ensure your appeal is being processed and to provide any further information if needed.

Who needs mutual fund reject tracking?

01

Investors who have had their mutual fund applications rejected.

02

Financial advisors or professionals who help clients with mutual fund investments.

03

Fund managers or administrators who oversee mutual fund transactions.

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What is mutual fund reject tracking?

Mutual fund reject tracking is a process of monitoring and recording any rejected transactions in mutual funds.

Who is required to file mutual fund reject tracking?

Mutual fund administrators and investment companies are required to file mutual fund reject tracking.

How to fill out mutual fund reject tracking?

Mutual fund reject tracking can be filled out by detailing any rejected transactions, reasons for rejection, and steps taken to rectify the issue.

What is the purpose of mutual fund reject tracking?

The purpose of mutual fund reject tracking is to ensure transparency and accuracy in the processing of mutual fund transactions.

What information must be reported on mutual fund reject tracking?

Information such as the date of the rejected transaction, investor name, rejected transaction amount, reason for rejection, and actions taken must be reported on mutual fund reject tracking.

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