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  • Demat Scheme Change Form for Individual
  • Demat Scheme Change Form for Non-Individual
  • DIS Request Form
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  • Transmission-cum-Demat Request Form (Death of one of joint holders)-DRF
  • Demat Nomination Form
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  • NAME CHANGE
  • Transmission Request Form (Death of sole holder)
  • Transmission Request Form (Death of joint holder account )
  • OFF Market Beneficiary Addition Form
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  • Algo Agreement
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  • DP And Trading Combine Modification Form
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  • MCX ECN DECLERATION FOR ADDITIONAL SEGMENT ACTIVATIONNEW
  • Trading Account Closure Form
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  • NOC Letter for client transfer
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  • HUF Declaration
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  • FATCA Form For Individual
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  • Non Individual & KARTA Director Trustee Partner Individual KRA
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  • LLP
  • Board Resolution for LLP
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  • Non Individual & KARTA Director Trustee Partner Individual KRA
  • FATCA Form For Individual
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  • Non-Individual Client Annexure
  • Partnership
  • Partnership Undertaking
  • List of Partners
  • Non Individual & KARTA Director Trustee Partner Individual KRA
  • FATCA Form For Individual
  • FATCA for Non-Individual
  • Non-Individual Client Annexure
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  • New Individual KRA Form
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  • MF ACTIVATION FORM
  • FEMA Declaration – NRI
  • Board Resolution for Registered Society
  • Board Resolution for Trust
  • Voluntary Document
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  • AP Registration Form - Non-Individual
  • AP Registration Form - Individual
  • Sample Forms
  • HUF Non Individual KYC
  • Individual KYC Form
  • Other
  • PAN Application Form
  • Terminal Request Form
Important Guidelines for Your Protection 1. Update Your Contact Information Ensure that your mobile number and email address are up to date with your stock broker and depository participant (DP). This ensures you receive real-time alerts directly from the exchanges regarding any debit or important transactions in your demat account. 2. Simplified IPO Subscription Subscribing to an IPO is easier than ever—no need to issue cheques! Simply provide your bank account number and sign the application form to authorize your bank to make the payment upon allotment. Your funds remain safe in your account until then. 3. One-Time KYC Process Know Your Customer (KYC) is a one-time requirement. Once completed with a SEBI-registered intermediary (broker, DP, mutual fund, etc.), you won’t need to repeat it for other intermediaries. 4. Be Cautious of Unsolicited Advice Stay alert to unsolicited emails, SMS messages, or calls that suggest trades. Make informed investment decisions based on thorough analysis and avoid acting on rumors or tips. 5. Report Wrongdoing and Unethical Practices If you become aware of systemic issues, potential fraud, or unethical practices, report them anonymously through the dedicated portals on the BSE, NSE, MCX, NCDEX, and CDSL websites. 6. Always Use SEBI-Registered Intermediaries To ensure the security of your investments, always transact through SEBI-registered intermediaries. This safeguards your trading experience and aligns with regulatory standards. These guidelines are issued in the interest of investors for a safer and more secure trading environment.