What is Statement of Account (SOA) & How to generate Statement of Accounts in Mutual Fund? How to send Statement of Accounts to clients?
What are the Statement of Accounts?
In this article, we look at how to generate Statement of Account i.e SOA for an investor. We can generate Statement of Accounts from Two platforms viz, Investwell and Cams.
How to generate Statement of Account i.e SOA through Investwell platform?
How to generate Statement of Account i.e SOA through Cams Edge 360 platform?
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How to send Statement of Accounts to clients?
(CRM>>Select the respective Client>>Click on send mail>>Click on Choose Template and select template " Statement of Account ">>Upload the SOA><Click on send.)
- Check that appropriate period should be selected or not before generating the SOA.
- Check the List of Mutual Fund under Karvy and CAMs before generating the SOA.
- Check the Folio Number and Scheme Details before generating and sending to the Client.
- Do not forget to attach SOA and tick the SOA sent from CRM-Transaction after sending to the Client.
- Check the folio no before sending the SOA to the Client.
- We cannot send an email to AMC House for the requesting SOAs of Mutual Funds which are not registered under our ARN or Broker code
- Refer the template " Statement of Account " from CRM-Transaction >>Select the respective Client>>Click on send mail>>Click on Choose Template and select template " Statement of Account ">>Upload the SOA>>Click on send. (Refer Attachment 12)
- Refer the template "Request for Statement of Account" from CRM transaction>>Select the Dummy Test Client>>Click on send mail>>Click on Choose Template and select template "Request for Statement of Account" >>Enter the details as per your requirement>> enter the AMC person mail id from List of mail id's of AMC >> Click on send. (Refer Attachment 13)
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