RESOURCES
Documents and forms required for Trading :
- Procedure for Checking the Status of a Complaint
- Procedure for Filing a Complaint
- Procedure for opening of Demat Account
- Procedure for opening of Trading Account
- Redressal Mechanism for Investor Grievance
- KYC for Individual
- KYC for Non – Individual
- Combined Risk Disclosure Document
- Profile Change Request
- Policies and Procedures
- Policy for Inactive Accounts
- Policy – PMLA
- Policy – RMS
- Personal and Financial Updation
- Email ID change request
- PMLA – FAQ
- ECN–Decalaration
- Rights & Obligations
- Uniform Risk Disclosure document
- Do’s & Don’t’s for trading on exchange.
Documents and forms required for DP (Demat):
- Transmission Cum Dematerialization Form
- CDSL Tarrif Sheet
- Freeze Unfreeze Request Form
- Account Modification Request
- Nomination Form
- Demat Account Closure
- SMART Cancellation
- Terms, Conditions & Registration – SMART Facility
- Transmission cum Demat Request – In Case of Death
- Transmission Request – Death of Joint Holders
- Transmission Request – Death of Sole Holder
- Transposition Request
- Undertaking for Shifting of Account
- Pledge Request Form (PRF)
- Unpledge Request Form (URF)
- Additional Form for HUF
- Invocation Request
- Mutual Fund Destatementisation