Investor rights and obligations

• Scheme information: Access the current investment objective, risks, costs, past performance and scheme documents before investing. Past performance is not a guarantee of future results.
• Commission transparency: Ask what commission i2 Finserv receives on your investment and review commission information in your CAS, where reported.
• Choice of plan: Choose a Direct Plan through the AMC or another eligible channel, with a lower expense ratio than the same scheme's Regular Plan because it excludes distributor commission.
• Statements and confirmations: Receive applicable account statements, transaction confirmations and consolidated statements, and raise discrepancies promptly with the AMC or registrar.
• A fair complaint process: Raise a concern with Anjum Aggarwal. We aim to acknowledge it within seven business days of receipt; the local resolution target is within 15 working days of receipt. Acknowledgement is not resolution.
• Escalation: Use the concerned AMC and the applicable AMFI, SEBI SCORES or SMART ODR route for an unresolved mutual fund complaint, subject to each channel's eligibility and current process.
• Risk and suitability information: Ask how your investment horizon, goals and ability to bear losses relate to an option discussed with you. Ask for the relevant risk assessment and written explanation of a mismatch.
• Personal data: Ask about access, correction or deletion of your personal information under applicable law, including the Digital Personal Data Protection Act, 2023 where applicable. Legal record-retention obligations may limit deletion; see the status of our privacy notice.
• Choice of distributor: You may request a change of distributor under the AMC's applicable process. Clarify any separate contractual charges. A change of distributor differs from redeeming or switching investments, which can have tax or exit-load consequences.
• Written risk acknowledgement: Request a copy of any unsuitability declaration you sign and understand why it is requested. It does not remove applicable investor protections.
• Fair treatment: Expect protection under applicable law against mis-selling, fraud, concealment of material risks and unfair trade practices.

• Supply accurate, complete and current information for KYC and transactions, including declarations required for your tax or residential status.
• Read the SID, SAI, KIM and addenda; understand costs, liquidity, lock-ins and the possibility of loss before authorising an investment.
• Keep your email, mobile number, bank, nomination and other relevant details updated with the AMC, registrar and KRA, as applicable.
• Check statements and confirmations, keep transaction records, and promptly report errors or suspected unauthorised activity.
• Make your own informed decision and seek a suitably qualified professional where you need personal investment, legal or tax advice.

Explore the scheme document guide, fund selection policy and privacy notice under review. For an explanation, email hello@i2finserv.com.

This guide summarises investor safeguards and responsibilities. The applicable law, regulatory directions and scheme terms govern your specific rights and transactions.