Go live checklist for distributors w/ BSE

Prerequisites

You need to do the following activities before you can start distributing mutual funds on FP:

  1. Get your distribution license (You'll need a minimum of 2 weeks for this)
  2. Signup with BSE Star MF Platform (You'll need 1-2 weeks for this)
  3. Signup with CVL KRA for checking KYC (You'll need 2-3 weeks for this)

Activate your FP Account

After you got your license and completed your signups as mentioned in the Prerequisites section above, provide us the following information to activate your FP account.

1. Business details

  • ARN (Registration Number issued by AMFI)
    OR
  • RIA code (Registered Investment Advisor code issued by SEBI)
  • EUIN (Employee unique identification number)
  • Registered location of your business

2. BSE Star MF A/c details

  • BSE Member id
  • BSE User id
  • BSE User account password

User ID and User Account Password, you'll receive on your email after submitting the application access request form to BSE

3. CVL KRA A/c details

  • CVL Username
  • CVL POS Code
  • CVL Password