How to transfer your mutual funds online: A simple guidebook

The online transfer facility for mutual funds makes joint ownership of MFs as flexible as bank accounts for those holding ...

Gifting mutual funds to children: Rules tightened - see what’s allowed, what’s restricted, when tax applies

Experts explain that mutual fund units qualify as capital assets under Section 2(14) of the Income-tax Act, 1961, and any transfer of such assets would ordinarily attract capital gains tax under ...
moneycontrol.com

Can mutual fund units held in non-demat form be gifted or transferred?

Many investors hold mutual fund units in Statement of Account (SoA) format instead of demat and are unsure how to transfer or gift them. Today's Ask Wallet Wise query decodes whether one can gift SoA ...
Business Insider

Transferring my Health Savings Account was a wild ride I ultimately abandoned — but not without major takeaways

You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. Follow Kathleen Elkins Every time Kathleen publishes a story, you’ll get an alert straight to your ...
UBS

UBS executes first live tokenized fund transaction leveraging the Chainlink Digital Transfer Agent technical standard

UBS Tokenize and DigiFT showcased a live, in-production tokenized fund transaction that leverages the Chainlink Digital Transfer Agent (DTA) technical standard to complete the first-ever subscription ...