TRUST Mutual Fund | Soft Dollar Policy

Soft Dollar Arrangement

Soft-dollar arrangement refers to an arrangement between the Investment Manager and the empanelled broker. In such arrangements, because the Investment Manager executes trades through a particular broker, the broker in turn may provide certain benefits such as free research, hardware, software or even non-research-related services, etc., to the Investment Manager. In such instances, it may be noted that such arrangements between investment manager and brokers shall be limited only to benefits which are in the interest of investors and the same should be presented by the Fund Manager / Dealer / Research Analyst and should be approved or ratified by the Investment Committee.