/tags/process-of-consolidating-reorganising-and-folio-keeping/maintenance-of-investments/ Recent content in Process of Consolidating, Reorganising and Folio Keeping/Maintenance of Investments on Learn with Akhilesh Gururani /images/papermod-cover.png /images/papermod-cover.png Hugo -- 0.147.7 en 2026 Learn with Akhilesh Gururani Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s17-6-q04-the-role-of-nominations-in-complex-succession/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s17-6-q04-the-role-of-nominations-in-complex-succession/ The role of nominations in complex succession. Companion read for Section 17.6 — Process of Consolidating, reorganising and folio keeping/Maintenance of Investments. /posts/investment-adviser1-s17-6-q09-difference-between-lien-and-total-freeze/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s17-6-q09-difference-between-lien-and-total-freeze/ Difference between lien and total freeze. Companion read for Section 17.6 — Process of Consolidating, reorganising and folio keeping/Maintenance of Investments. /posts/investment-adviser1-s17-6-q03-conditions-for-unmarking-a-lien/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s17-6-q03-conditions-for-unmarking-a-lien/ Conditions for unmarking a lien. Companion read for Section 17.6 — Process of Consolidating, reorganising and folio keeping/Maintenance of Investments. /posts/investment-adviser1-s17-6-q05-processing-times-for-record-updates/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s17-6-q05-processing-times-for-record-updates/ Processing times for record updates. Companion read for Section 17.6 — Process of Consolidating, reorganising and folio keeping/Maintenance of Investments. /posts/investment-adviser1-s17-6-q08-implications-for-existing-securities/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s17-6-q08-implications-for-existing-securities/ Implications for existing securities. Companion read for Section 17.6 — Process of Consolidating, reorganising and folio keeping/Maintenance of Investments. /posts/investment-adviser1-s17-6-q16-updates-to-nomination-rules/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s17-6-q16-updates-to-nomination-rules/ Updates to nomination rules. Companion read for Section 17.6 — Process of Consolidating, reorganising and folio keeping/Maintenance of Investments. /posts/investment-adviser1-s17-6-q02-impact-of-asset-thresholds-on-estate-settlement/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s17-6-q02-impact-of-asset-thresholds-on-estate-settlement/ Impact of asset thresholds on estate settlement. Companion read for Section 17.6 — Process of Consolidating, reorganising and folio keeping/Maintenance of Investments. /posts/investment-adviser1-s17-6-q15-legal-implications-of-non-cooperation-by-a-lender/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s17-6-q15-legal-implications-of-non-cooperation-by-a-lender/ Legal implications of non-cooperation by a lender. Companion read for Section 17.6 — Process of Consolidating, reorganising and folio keeping/Maintenance of Investments. /posts/investment-adviser1-s17-6-q14-revoking-a-lien/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s17-6-q14-revoking-a-lien/ Revoking a lien. Companion read for Section 17.6 — Process of Consolidating, reorganising and folio keeping/Maintenance of Investments. /posts/investment-adviser1-s17-6-q06-limits-on-the-number-of-nominees/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s17-6-q06-limits-on-the-number-of-nominees/ Limits on the number of nominees. Companion read for Section 17.6 — Process of Consolidating, reorganising and folio keeping/Maintenance of Investments. /posts/investment-adviser1-s17-6-q07-documents-included-in-simplified-processes/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s17-6-q07-documents-included-in-simplified-processes/ Documents included in simplified processes. Companion read for Section 17.6 — Process of Consolidating, reorganising and folio keeping/Maintenance of Investments. /posts/investment-adviser1-s17-6-q01-understanding-the-hierarchy-of-kyc-management/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s17-6-q01-understanding-the-hierarchy-of-kyc-management/ Understanding the hierarchy of KYC management. Companion read for Section 17.6 — Process of Consolidating, reorganising and folio keeping/Maintenance of Investments. /posts/investment-adviser1-s17-6-q13-hierarchy-of-transmission-claims/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s17-6-q13-hierarchy-of-transmission-claims/ Hierarchy of transmission claims. Companion read for Section 17.6 — Process of Consolidating, reorganising and folio keeping/Maintenance of Investments. /posts/investment-adviser1-s17-6-q11-procedure-for-registering-assignments/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s17-6-q11-procedure-for-registering-assignments/ Procedure for registering assignments. Companion read for Section 17.6 — Process of Consolidating, reorganising and folio keeping/Maintenance of Investments. /posts/investment-adviser1-s17-6-q12-responsibility-of-the-nominee-versus-heir/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s17-6-q12-responsibility-of-the-nominee-versus-heir/ Responsibility of the nominee versus heir. Companion read for Section 17.6 — Process of Consolidating, reorganising and folio keeping/Maintenance of Investments. /posts/investment-adviser1-s17-6-q10-exceptions-where-lien-holder-takes-dividends/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s17-6-q10-exceptions-where-lien-holder-takes-dividends/ Exceptions where lien holder takes dividends. Companion read for Section 17.6 — Process of Consolidating, reorganising and folio keeping/Maintenance of Investments.