How will client receive the meeting link for Corporate account?

• Related Articles

• How is the IPV meeting link sent to the joint account holders?

  RM has to inform client the meeting link will be sent to the first account holder's email address.

• How does RM schedule an IPV meeting for Corporate account?

  Relationship Manager (RM) will coordinate the scheduling of the IPV meeting with client as per his availability.

• Client does not receive Redemption confirmation link?

  Redemption confirmation link gets triggered only if RM/Sub broker initiated Redemption transaction. Incase of customer initiated transaction Mobile App/Website client will not get any link as customer himself/herself placing the order.

• Client does not receive Redemption confirmation link?

  Redemption confirmation link gets triggered only if RM/Sub broker initiated Redemption transaction. Incase of customer initiated transaction Mobile App/Website client will not get any link as customer himself/herself placing the order.

• What if the first account holder doesn't receive the meeting link?

  The RM will coordinate with the team to resend the link.