SAG RTA's New Appointment Scheme for Agents and Companies

SAG RTA has become the first SEBI-accredited RTA Services provider in India thanks to top-notch infrastructure and a team of enthusiastic professionals. SAG RTA handles the following transactions/functions on behalf of its clients (mutual fund houses & investors) as a reputed Registrar and Transfer Agent:

• Securities Dematerialisation, i.e. conversion of physical security certificates into Demat form.
• Upon receiving a request from a client who has misplaced the original certificate, SAG RTA (Registrar and Share Transfer Agent) issues duplicate share certificates.
• Validates dividend/interest distribution through ECS straight to an investor's bank account in conformity with SEBI standards.
• Revalidates the dividend if it is requested by a shareholder who is not able to encash the dividend warrant.
• Accelerates the reporting of transfer and dematerialization for investors.
• For transferring the share certificate in the tangible form for the investor it utilizes the SH-4 share transfer form.
• For the data handled on the investor's behalf, it regularly furnished the reports with accuracy.
• Furnishes the IEPF claim settlement service that comprises transferring the unpaid/due amount to IEPF.
• Keeps accurate and current records of user and investor information, including personal information and transactions for sales, purchases of shares, etc.
• Holding routine meetings with investors and companies for business and social engagement.
• Accepting investor requests for name changes, name deletions, address changes, updated signatures, transmissions, etc.

SAG RTA continuously offers top-notch Registrar & Transfer Agent Services, along with best-in-class assistance, to investors all throughout the country thanks to its dedicated staff of elite and competent financial specialists.

Note:- According to a general notification issued by the Ministry of Corporate Affairs on September 10, 2018, every unlisted public limited company is required to issue securities solely in demat form. According to SEBI, transfers of securities in Demat form became effective on April 1, 2019. As a result, each such company must select a Registrar & Share Transfer Agent.

Terms & Conditions for Appointing SAG Infotech as RTA

To engage with SAG Infotech as the Registrar and Transfer Agent (RTA) service provider, it is essential to comply with the following terms and conditions: 

• Professional charges (for Chartered Accountants, Company Secretaries, or other professionals) are not included in the RTA fee and will be billed separately.
• Any additional corporate actions or services not explicitly mentioned will incur separate RTA charges.
• Depository charges payable to NSDL/CDSL are not included in the RTA fee and will be invoiced separately.
• Support from SAG Infotech is available exclusively during regular office hours.