Roles & Responsibilities:

- Fulfilling the responsibilities of Trustee Resource as per SEBI circular
- Reviewing, interpreting, monitoring and implementation of circulars / notifications issued by

SEBI / AMFI / PMLA & other regulations
- Preparation of Reports with SEBI / AMFI / Board of Directors of Asset Management Company /

Trustee Company from time to time as per SEBI Mutual Fund Regulations, 1996.
- Due diligence / verification of Compliance Policies and Compliance Manual
- Preparation & Updation of Scheme Information Document / Key Information Memorandum/

Statement of Additional Information

- Verification of compliances of various acts applicable to the AMC, Trustee and Mutual Fund
- Reviewing, monitoring, and filing of Advertising Materials, PPTs, Articles, Fact Sheets
- Secretarial - Pre and Post Committee Meeting Functions preparation of agenda papers,

reports, minutes etc.
- Co-ordination with the Internal and Statutory Auditors
- Co-ordination within the Internal Departments
- Preparation and Maintenance of Statutory Records and MIS

📌 Trustee Officer (Mumbai)
🏢 Buzzworks Business Services
📍 Mumbai