About Transmission
New Investor
Existing InvestorWhat is Transmission?
Transmission is the process by which the Mutual Fund units of a deceased unit holder are transferred to the claimant.
The claimant can be the second holder , the nominee registered on the folio , or the legal heir.
How is transmission of units done?
If the first holder of the Mutual units passes away, the units are transmitted to the surviving second holder. In case there is only one holder, the units are transmitted to the nominee or the legal heir.
To initiate the transmission process, the claimant needs to submit the Transmission request form along with mandatory supporting documents to CAMS/ WhiteOak Capital Mutual Fund.
How long does it take to complete transmission?
The process can take up to 10 business days after submission of the complete required documents.
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WhiteOak Capital Asset Management Ltd. CIN: U65990MH2017PLC294178 SEBI Registration Number: MF/074/18/02 “YES Asset Management (India) Limited” is now “WhiteOak Capital Asset Management Limited” & “YES Trustee Limited” is now “WhiteOak Capital Trustee Limited". |
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1800 3000 3060
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