Related Regulations The purpose of the restriction on unitholding in mutual fund above one-third of the outstanding investment units is to promote the more extensive distribution of investment units. The
) checking the basic individual qualifications of the applicant i.e. having extensive audit experience, holding a CPA license, not possessing prohibited characteristics and
to shareholders in cases that the listed companies involve in significant transactions that could affect rights and interests of the shareholders such as mergers and acquisition transactions, related
Investment categories Key features Fund unit holding Acquisition/disposal of assets/execution or amendment of contracts/ and transactions with related parties Distribution of dividends Valuation of
: Investment amount for development + investment outlay for acquisition of the assets shall be < 10% of the total asset of the trust. Investments in real estate abroad is permissible. * the trustee may manage
shareholder; [(ii)] acquires or is to acquire shares of securities company; and [(iii)] if acquisition is not a consequence of exercise of shareholder's right to purchase shares issued for increase of capital