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Get All Forms, Documents & Softwares at One Place
FORMS
IMPORTANT DOCUMENTS
SOFTWARES
IMPORTANT LINKS
Forms
Mandatory Documents
CKYC-Non-Individuals
CKYC-Individuals
FATCA-CRS for Entity
FATCA-CRS for Individual
DP
CDSL Delivery Instruction - OFF MARKET SALE Consideration Payment Details
CDSL - DP Rate Chart
LINK/DELINK OF UCC CODE WITH DEMAT A/C NUMBER
Declaration by HUF for DP
Declaration by HUF for KRA
Request Letter For Name Correction
CDSL - Nomination Form
NSDL Delivery Instruction - OFF MARKET SALE Consideration Payment Details
Conversion Request for Mutual Fund Units into Demat
Application – Closure of DP Account - CDSL
FORM 40 - Change of name of Karta in case of death
REQUEST FOR CHANGE OF RESIDENTIAL STATUS FROM RI TO NRI
Eureka - DP Rate Chart
Eureka - BSDA RATE CHART
POA - DP
Nomination Form - DP
Change Request Form (CRF) - Bank Details
Request & Authority for Placement of Securities Collateral
Speed-e Application Form
Repurchase / Redemption Form - DP
Signature Modification form - DP
Transposition Form - DP
Application for Freeze / Unfreeze - DP
FORM - 30 - Transmission Form
Form for Transmission Alongwith Dematerialization
Application – Closure of DP Account - NSDL
TRADING
FINANCIAL DETAILS UPDATION FORM - NON INDIVIDUAL
FINANCIAL DETAILS UPDATION FORM - INDIVIDUAL
Family Declaration Form
Authority Letter For Running Account
Segment / Internet Based Trading(IBT) Activation Form
Change Request Form (CRF) - Bank Details
Reactivation Form for Dormant Trading Account
Application – Closure of Trading Account
MUTUAL FUNDS
Common Transaction Form
Conversion Request Form for Demat of Existing Mutual Fund Units
Reconversion Request Form of Mutual Fund Units
NPS
FOR SUBSCRIBERS
Subscriber Registration Form
FOR ACCOUNT MAINTENANCE
Change of POP Subscriber
Inter Sector Shifting
Scheme Preference change
Subscriber Details Change
FOR WITHDRAWAL
Form for Withdrawal by Claimant due to Death of Subscriber
Form 601-Partial Withdrawal under NPS
Exit from National Pension System Due to Premature Exit
Important Documents
Client Registration Documents in Vernacular Language
Rights & Obligations – Commodity
Risk Disclosure Document – Commodity
Guidance for Investors – Commodity
KYC Filling Guidelines
Rights & Obligations - Capital Markets & Derivatives
Risk Disclosure Document - Capital Markets & Derivatives
Guidance for Investors - Capital Markets & Derivatives
Eureka - Policies & Procedures
Information & Prevention of Money laundering
Rights and Obligations - DP
Rights and Obligations - SLB
Softwares
EuTrade_3.16.0.7_Eureka -32 bit
EuTrade_3.16.0.7_Eureka -64 bit
ANY DESK
SHOW MY PC - Version - 3500
TEAM VIEWER - Version - 9
NSE GSM
(Please refer to the circular)
BSE GSM
(Please refer to the circular)
NSE FO BAN PERIOD SCRIP
(Please refer to the circular)
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