DOWNLOADABLE FORMS
KYC Forms
- Demat Debit & Pledge Instruction
- Individual (Combined - Trading & Demat)
- Non-Individual (Combined - Trading & Demat)
- CKYC KRA Individual Form
- CKYC KRA Non-Individual Form
- CKYC KRA Modification Form(Without supporting)
- Modification cum ReKYC Form (Individual)
- Modification cum ReKYC Form (Non Individual)
- Income Declaration Form
- Income Declaration Form_Non individual
- Running Account Authorisation
- Nomination and No Nomination Request Form
- New Closing Form
Policies
- 1. POLICY FOR MARGIN COLLECTION & REPORTING
- 2. INTERNAL CONTROL POLICY
- 3. WRITE UP ON PRE-FUNDED INSTRUMENTS
- 4. RMS POLICY
- 5. MARGIN & LIMIT SETTING POLICY
- 6. POLICY FOR INACTIVE AND DORMANT ACCOUNT
- 7. INVESTORS GRIEVANCE REDRESSAL POLICY
- 8. CODE OF CONDUCT FOR PREVENTION OF INSIDER TRADING
- 9. Policies and Procedures for combating Money Laundering(ML) Or Terrorist Financing(TF)
- 10. POLICY FOR CLIENT CODE MODIFICATION
- 11. POLICY REGARDING UNAUTHENTICATED NEWS CIRCULATED
- 12. EMPLOYEE CODE OF CONDUCT POLICY_D&B_VERSION1.0_2022
- 13. INTERNAL SURVEILLANCE POLICY
Dealing Between Client and Stock Broker
PMS
Useful Links
- Policies & Procedures
- Investor Grievances
- Do & Don’ts for Investor
- Do & Don’ts for DEMAT Account Holders
- Awareness About Secondary Markets
- Awareness about Investors Rights and Obligations
- Risk & Disclosure
- Rights And Obligations Of DP
- SARAL ACCOUNT OPENING FORM
Other Documents
Client Registration Documents in Vernacular Languages
- Assamese
- Bengali
- Gujrati
- Hindi
- Kanada
- Kashmiri
- Konkani
- Malyalam
- Marathi
- Oriya
- Punjabi
- Sindhi
- Tamil
- Telegu
- Urdu
Note: This document is a translated version of the client registration documents in English and is being provided in vernacular language to facilitate better understanding by the investors. In case of any ambiguity, the contents of the English version would prevail.