MOBILE NO. & EMAIL ID MANDATORY Provide client remarks, if any In respect of clients trading in derivative segment, the member shall collect.

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Presentation transcript:

MOBILE NO. & ID MANDATORY

Provide client remarks, if any In respect of clients trading in derivative segment, the member shall collect documentary evidence for financial information. Illustrative list of documents Copy of ITR Acknowledgement Copy of Annual Accounts Copy of Form 16 in case of salary income Net worth certificate Salary Slip Bank account statement for last 6 months Copy of demat account Holding statement. Any other relevant documents substantiating ownership of assets. Self declaration along with relevant supporting.

Provide client remarks, if any

Introducer Photo ID and Address proof required

Strike Off Unused Column

Date to be filled by KYC staff

As per SEBI directive DP has to record mandatorily nomination for all new accounts. Account holder has to sign the nomination page with declaration Yes or No for nomination.

Mobile number & -ID should be same as on KYC page

Mobile number should be same as on KYC page Date to be filled by KYC staff

Mobile number & -ID should be same as on KYC page

-ID should be same as on KYC page