MF 360 --  FT-- Investor --16/5/2024

MF 360 -- FT-- Investor --16/5/2024

Professional Development

13 Qs

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MF 360 --  FT-- Investor --16/5/2024

MF 360 -- FT-- Investor --16/5/2024

Assessment

Quiz

English

Professional Development

Medium

Created by

Saloni Daiya

Used 1+ times

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13 questions

Show all answers

1.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Historic NAV Details can be fetched in MF 360 through under ____ tab.

E1. Investor Enquiry


E3. NAV Enquiry


E.14 investor Portfolio Summary


E2. Application Enquiry

2.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Email Sent to investor can be tracked from MF 360 under ____ Tab.


CAMS eSMS Sent

Work flow Email Dets

Contacts

Transactions

3.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

In Associate needs to check the SIP Start details of the investor , the same can be checked under ____ tab.


Valuation > Scheduled Account Statement


Systematic/Scheduled registration > SIP/STP/SWP


Systematic/Scheduled registration > Scheduled Account Statement


None of the Above

4.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Default bank Account registered in the folio will reflect in ____ tab in MF 360 application.


Contacts > Bank Account registered.

Bank Accounts Registered > Default Bank Mandate


Customer Service> Investor Enquiry > Instrument Number.

5.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

If Multiple Statements need to be shared to the investor, _____ tab to be accessed in MF 360 Application.


Customer Service > Investor Enquiry > Account Statement.

Customer Service > Account Statement.

Toggle Menu > Account Statement.


None of the Above

6.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Maximum ____ number of folios Account Statement can be shared through MF 360 Application at a time.


20


10


05

03

7.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Account Statements will not be generated for Archived Folio's.


TRUE


FALSE

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