Track trail and upfront commissions
Builds a commission and brokerage tracking approach for an MF distributor — trail commission by AMC and scheme, AUM-based expectations, reconciliation against CAS or AMC statements, and how to disclose commission to clients. Use this to make sure you are paid what you earned and stay transparent. For reconciling income across multiple principals (AMCs, insurers, lenders) use the Commission Reconciliation Tool.
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