For investors with demat accounts:
If your PAN is common across both the depositories (NSDL/CDSL) and mutual fund Registrar and Transfer Agents (RTAs), your depository will issue the CAS. It will include details of both demat securities and mutual fund transactions in a single statement.
For investors without demat accounts:
If you only hold mutual fund investments in physical or Statement of Account (SOA) form and do not have a demat account, your CAS is issued directly by the mutual fund RTAs.
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