Small things add up to make a big difference. That's the key message that N K Prasad is seeking to give the distribution fraternity as he discusses ways in which CAMS can help you serve your clients better as well as serve you better. A few extra moments you spend in filling in contact details of your clients can actually go a long way in helping improve the overall client experience. Likewise, fully utilizing the mailback services can help you organize your operations a lot more smoothly. And, for those of you who have experienced issues with the AMFI Unit at CAMS which was perhaps understaffed to handle the large volumes, NK Prasad has good news for you - with an expanded team and enhanced software, the AMFI Unit is now much better poised to serve the increasing demands that are being made on this unit.

Here's how we can jointly serve your clients better

Intermediaries go the extra mile in customer service in completion of forms. Personal Contact details are critical fields to receive effective and timely communication from Mutual Funds. Mutual Funds application forms contain fields for filling critical contact details - email ID, mobile, home and office numbers. Filling these fields legibly and accurately will bring the experience of a number of value added features and facilities to your investors.

(i) Benefits of registering an email id

Emails confirming transactions are sent by most Funds. This would assure investors of the successful completion of the transaction. Email statements bring speed to delivering statements. Brings convenience to track and file electronic statements to investors. In addition, the lower cost of delivering email statement brings operational cost efficiency to the investment.

Moreover, Registrars and Mutual Funds now provide a host of statements to investors through their Mailback Services. Investors, whose email id is registered, may simply visit the websites of the Registrars and place a request online for a statement which would automatically be mailed back to investors to their registered email ids. The variety of statements available includes Portfolio Valuation Statements, Consolidated Account Statements (consolidated across Registrars) and the regular Account Statement. This service is in fact provided free of cost by Registrars! Active statement from CAMS is one of a kind electronic interactive statement.

(ii) Benefits of Registering mobile in folios

The benefits of registering mobile and home / office telephone numbers are many:

First, most Mutual Funds, send a transaction confirmation SMS on the completion of the transaction. In addition, timely SMS reminders for upcoming SIP debits are sent by some Funds, to give investors time to ensure that the amount is available in the bank account

In addition, should the necessity of a contact arise, having updated telephone numbers would help.

Here's how we try to serve distributors better

(1) Distributor Mailback Services

CAMS Mailback Service empowers you with insightful reports and statements to enhance your services to investors and grow your business

Distributor Mailback Services can be used through the Distributor Services Page at www.camsonline.com . Distributors may write to helpdist@camsonline.com to register for Distributor Mailback Services.

Mailback offers host of reports including transaction information, investors' SOA, brokerage(s) and various MIS reports covering AuM / SIP-STP of your investors / performance ranking etc. There are close to 50 reports to choose & select from to grow your business, serve your investors and manage your data.

Some of the reports are detailed below:

WBR 2

This gives details of transactions for a period, including details of upfront brokerage. This report can even be scheduled to be received by the user automatically.

WBR 5

This report provides the list of investors who have systematic investment plans and whose plans will expire shortly. This too can scheduled to be received automatically as a business enabler.

WBR 6

A report detailing the trail brokerage receivable by distributors for a selected period. This is widely used by distributors to check their earnings.

WBR 7/ 7A

Distributors need to service investors and provide statements on demand. They can generate investors statements using these reports and statements can be generated since inception as well as for a selected period

WBR 49

This report give details to distributors of SIP/STP procured for a particular period

WBR 22

A popular report which gives distributors client-wise AUM as on a particular date. Many users download this to reconcile their AUM periodically.

(2) CAMS Distributors Newsletter

A monthly Newsletter that brings you upto date information on various regulatory changes, FAQs, code of conduct changes, forms, process notes and so on. CAMS Distributors Newsletter is published on www.camsonline.com in the distributor services section. The newsletter is also emailed to ARN holders whose email id is registered with CAMS.

(3) CAMS AMFI Unit Services

Central Distributor Management Service

AMFI has implemented Central Distributor Management Service - a single window service to assist distributors update static detail changes in their registration across all RTAs. Distributors may write to the single window service provided by CAMS - AMFI Unit , which will in-turn process and update the changes to all RTAs.

Enhanced CAMS - AMFI Unit

With the increased service offerings and new implementations such as EUIN allotment and communication, Transactions Charges at product level, Registration of new cadre of distributors, Central Distributor Management Services, CAMS has enhanced its AMFI unit with additional man power and enhanced technology to deliver hassle free services to distributors. The increased staff strength and technology enhancements has already evidenced faster turnaround to processing of ARN registrations, EUIN processing and ARN renewals.

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