UCC (Client code on BSE Star MF) creation through Finnsys App

The client onboarding consists of various processes:-
1. Registering clients on the Mobile app

2. Client completes his Video-KYC (in case he is first time investor)

3. Registers on BSE platform and generates his Unique Client Code (UCC)

4. Creates an e-Mandate for quick investing and systematic investments like SIP.

Today in this article we will cover point #3, on how your client can register himself on BSE from the app and generate his Unique Client Code (UCC)

A brief overview of the entire Client registration (UCC) process

STEP 1: Fill out the AOF form which includes Applicant details | Tax Status | Address | Nominee | Bank Details

STEP 2: Upload a copy of the canceled cheque and signature

STEP 3: Client authenticates new UCC and confirms FATCA on email

STEP 4: MFD receives AOF which has to be uploaded on BSE Star portal for UCC activation

Note: Once the UCC elog image is uploaded, please check the UCC status from Admin >>- Admin Reports >>- Client Status. If the status is active then your client is ready to transact in mutual funds from your app and website.

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Next article in series : Create e-Mandate from App