SEBI permite instrucciones permanentes para SWP y STP en fondos de inversión

SEBI ha permitido instrucciones permanentes para planes de retiro sistemático (SWP) y planes de transferencia sistemática (STP) en unidades de fondos de inversión mantenidas en formato desmaterializado (demat). El cambio tiene como objetivo simplificar la inversión. La implementación se llevará a cabo en dos fases a través de los depósitos de valores.

SEBI ha permitido instrucciones permanentes para SWP y STP en unidades de fondos de inversión mantenidas en formato desmaterializado.

La medida está diseñada para simplificar la inversión para los titulares de estas unidades.

El despliegue se producirá en dos fases. Las transacciones basadas en unidades comenzarán a partir de enero de 2027. Las transacciones basadas en montos están programadas para seguir en abril de 2027.

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