NISM Series II-B: Registrars to an Issue and Share Transfer Agents (Mutual Funds) Workbook

Operations guide for mutual fund RTAs (CAMS, KFintech) covering unit purchase, redemptions, switches, SIP/STP processing, FATCA/CRS compliance, and KYC norms.

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What’s Covered in This Official Workbook

Mutual fund transaction execution & cut-off times

SIP, STP, SWP processing workflows

AML/PMLA and FATCA compliance checks

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This study material is provided free of cost for student benefit and exam preparation. Official registered certifications can be scheduled directly at nism.ac.in.