Ask Value Research

Should I update information on all MFs?

Some mutual funds direct investors to the website of their registrar and transfer agent like CAMS and Karvy to update the information

Research Desk

I have updated the details of additional KYC/FATCA/CRS on the website of Quantum Mutual Fund. Do I also need to do it in other mutual funds? Also, should joint holders also update the information separately?
- Meenu Chadha

You have to check with the mutual fund. Some mutual funds direct investors to the website of their registrar and transfer agent like CAMS and Karvy to update the information. In such cases, the investor need not update the information again in any mutual fund serviced by the registrar. However, if the investor has any investments in mutual funds serviced by the other registrar, s/he needs to update the information with the mutual funds or the registrar.

This article was originally published on December 09, 2015.

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