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Intermediate - Fund Structure

Instructor: Team Uplift

About the course

"Intermediate-Fund Structure" provides a comprehensive overview of the various components that make up a mutual fund. It sheds light on the different types of mutual funds established in different countries, such as investment companies in the U.S., unit trusts and investment trusts in the U.K., and public trusts under the Indian Trusts Act, 1882, in India.

It also highlights the seven key constituents of a mutual fund, including the sponsor, trustee, asset management company (AMC), custodian, registrar and transfer agent (R&T agent), distributors, and bankers. Each constituent plays a vital role in the functioning and management of the mutual fund, ensuring the best interests of the unit holders are safeguarded.

It explores the pass-through structure of mutual funds, where gains and losses are shared by the unit holders. Additionally, it explains the tax implications associated with mutual funds. With its clear and concise explanations, also offers readers a solid understanding of the mutual fund structure, enabling them to make informed investment decisions and navigate the complexities of the mutual fund industry.

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