{"id":29119,"date":"2026-10-28T09:39:28","date_gmt":"2026-10-28T09:39:28","guid":{"rendered":"https:\/\/www.samco.in\/help-support\/?post_type=ht_kb&#038;p=29119"},"modified":"2026-10-28T09:39:42","modified_gmt":"2026-10-28T09:39:42","slug":"how-can-i-submit-my-annual-self-declaration-for-the-financial-year-on-the-partner-portal","status":"publish","type":"ht_kb","link":"https:\/\/www.samco.in\/help-support\/article\/how-can-i-submit-my-annual-self-declaration-for-the-financial-year-on-the-partner-portal\/","title":{"rendered":"How can I submit my annual self-declaration for the financial year on the Partner Portal?"},"content":{"rendered":"\n<p>Every financial year, you need to submit a Declaration of Self-Certification (DSC), also called Form No. B. It confirms that you follow the SEBI and AMFI code of conduct for mutual fund distribution. When it is due, an Action required banner appears on your Dashboard.<\/p>\n\n\n\n<p><strong>Where to find it: <\/strong>Dashboard &gt; Action required banner &gt; Complete now<\/p>\n\n\n\n<p><strong>Steps<\/strong><\/p>\n\n\n\n<ul type=\"1\"><li>On your Dashboard, click Complete now on the self-declaration banner.<\/li><li>Read the instructions on the Declaration of Self Certification page.<\/li><li>In the list, find the pending Certificate Year and click Declare Now.<\/li><\/ul>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" width=\"502\" height=\"341\" src=\"https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-10.png\" alt=\"\" class=\"wp-image-29121\" srcset=\"https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-10.png 502w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-10-300x204.png 300w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-10-50x34.png 50w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-10-320x217.png 320w\" sizes=\"(max-width: 502px) 100vw, 502px\" \/><\/figure><\/div>\n\n\n\n<ul type=\"1\"><li>Read the declaration carefully.<\/li><li>Tick the box to confirm that you have read and agree to the Terms and Conditions and Privacy Policy.<br><\/li><\/ul>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" src=\"https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-11.png\" alt=\"\" class=\"wp-image-29123\" width=\"602\" height=\"331\" srcset=\"https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-11.png 502w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-11-300x165.png 300w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-11-50x27.png 50w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-11-320x176.png 320w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/figure><\/div>\n\n\n\n<ul type=\"1\"><li>Click Declare Now to submit.<\/li><\/ul>\n\n\n\n<p><strong>Good to know<\/strong><\/p>\n\n\n\n<ul><li>If more than one year is pending, submit them one at a time, starting with the oldest year.<\/li><li>Once submitted, the Status changes from Pending to Completed and the submission date is shown under Action.<\/li><\/ul>\n","protected":false},"author":65,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":[],"ht_kb_category":[3017],"ht_kb_tag":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29119"}],"collection":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/users\/65"}],"replies":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/comments?post=29119"}],"version-history":[{"count":1,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29119\/revisions"}],"predecessor-version":[{"id":29125,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29119\/revisions\/29125"}],"wp:attachment":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/media?parent=29119"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_category?post=29119"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_tag?post=29119"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}