I-MFS yenzelwe abatshalizimali be-mutual fund ukulandelela nokuqapha izinhlelo zabo ze-mutual fund, ukucela imibiko yephothifoliyo, ukubuka imininingwane yokuthengiselana, ukwazi ama-SIP azayo nokunye okuningi. Lolu hlelo lokusebenza oludalwe ngendlela ehlukile lukhawulelwe kuphela kulawo maklayenti anama-MFD angabasebenzisi ababhalisiwe be-MFS.
Izici ezibalulekile zohlelo lokusebenza lwe-MFS:
1. Ideshibhodi ye-Mutual Fund
2. Ukubukwa kwephothifoliyo ye-Mutual Fund ngokwempahla
3. Ukubukwa kwephothifoliyo ngokuqonda kwesicelo
4. Ideshibhodi ye-SIP
5. Isimo sephothifoliyo ngokuqonda kwesikimu
6. Isikhungo sokuthengiselana ku-inthanethi (ihlanganisiwe ngokushintshisana)
7. Landelela i-NAV yanoma yiluphi uhlelo kuphothifoliyo yakho
8. Isicelo se-imeyili sokuthola imibiko efingqiwe
Isixwayiso:
Kuhloswe kumakhasimende e-MFD abhaliswe ne-OFA. Ukutshalwa kwezimali kwe-Mutual Fund kungaphansi kwezingozi zemakethe. Funda yonke imibhalo ehlobene nesikimu ngokucophelela ngaphambi kokutshala imali. Nakuba kuthathwe ngokucophelela, asiqinisekisi ukunemba, ukuphelela kanye nobuqiniso bolwazi. Lokhu kuyisisetshenziswa nje futhi ngeke kuthathwe njenganoma yisiphi iseluleko sokutshala imali. Asinabo uxanduva lwanoma yikuphi ukungafani kunoma yisiphi isimo. Akukho ziphakamiso noma iziqinisekiso ezenziwe (ezicacile noma ezingaqondile) mayelana nokuthembeka, ukunemba noma ukuphelela kolwazi. I-OFA ayinakuthwaliswa icala nganoma yikuphi ukulahlekelwa okuvela ngokuqondile noma ngokungaqondile ekusetshenzisweni, noma yisiphi isinyathelo esithathwe, kunoma yiluphi ulwazi oluvela kulolu hlelo lokusebenza lweselula kanye newebhusayithi yalo. Amakhasimende ayelulekwa ukuthi athathe iseluleko sochwepheshe ngaphambi kokuthatha noma yisiphi isinqumo. Ungavakashela iwebhusayithi ye-AMC ukuthola imininingwane eyengeziwe.
Kubuyekezwe ngo-
Mas 20, 2026