CDSL_Account_Modification_With_Trading.pdf

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To, Sharekhan Ltd. / Sharekhan Commodities Pvt. Ltd. Lodha, i Think Techno Campus, 10th Floor, Beta Building, Off. JVLR, Opp. Kanjurmarg Railway Station, Kanjurmarg (E), Mumbai - 400 042. ? Tel.: 022 - 6115 1111 ? Fax: 022 - 6748 1891. ? CDSL DP ID - 12036000 / NSDL DP ID - IN300513 ? For Inquires & Queries email at [email protected] Client Name Contact No. Branch Name & Code Submission Date: Sub.: Application for Change in Client Master (To be Filled in CAPITAL letters only) Dear Sir, Please make necessary change/add in my / our client account as per details given below, (PLEASE TICK APPROPRIATE OPTION TO MAKE NECESSARY CHANGES) CHANGE TO BE EFFECTED IN : Trading Account Depository Account Trading + Depository Account CDSL DP ID-12036000 BO ID Trading Code : Name of 1st Holder Name of 2nd Holder Name of 3rd Holder New Address Old Address CHANGE OF PERMANANT/LOCAL ADDRESS AND TELEPHONE NUMBER (Proof Required) NSDL DP ID-IN300513 Client ID City PIN* State Tel. No. Fax No. Landmark City PIN* State Tel. No. Fax No. Landmark DDMMY Y Y Y MOBILE NO 1st Holder CHANGE OF MOBILE NO. AND EMAIL ID (Proof Not Required) + 9 1 Email ID Bank Name Branch Address Bank A/c NO. MICR No. BANK DETAILS (Proof required) Type of A/c IFSC Code DP Details (Proof to be submitted for the same) DP ID PAN Details DP NAME CLIENT ID 1st Holder 2nd Holder 3rd Holder 1st Holder 2nd Holder 3rd Holder SMS Facility MOBILE NO MOBILE NO 1st Holder 2nd Holder 3rd Holder Signature New Address Old Address CHANGE OF CORRESPONDENCE ADDRESS AND TELEPHONE NUMBER (Proof Required) (Please mention Mobile Number to receive SMS) Mobile No. 2nd Holder + 9 1 Email ID Mobile No. 3rd Holder + 9 1 Email ID Mobile No. NOTE: 1. Please furnish proper proofs for change in master. 2. Please submit the same in duplicate for acknowledgment. 3. If changes are to be done in DP - then all holder as per DP A/c must sign the documents . 4) Please provide supporting documents for Other Changes For Office Use Only Scrutiny By Name / Emp Code Data Entered By Verified By Reference No. BRANCH STAMP HO STAMP ? For any Assistance you may kindly contact your request Sharekhan Branch or Dial Customer Care at (1-800-22-7500) Toll-Free\ 3030 7600 (Local Call Charges) o write to us [email protected] ? For Complaints email at [email protected] City PIN* State Tel. No. Fax No. Landmark City PIN* State Tel. No. Fax No. Landmark Office Copy I wish to receive the alerts from the Exchanges: SMS Email Both None. Head of family/Parent: Client Code _______________________ Client Name ____________________________________________________________________________ Relationship with the head of family/parent Spouse Dependant Parents Dependant Children Note: Family for receiving the communication such as Exchange alerts, contract notes, trade confirmation, margin etc. would mean spouse, dependant children, dependant parents Sign of the head of family/parent_________________________________________ Family grouping request ? Compliance Officer - Namita Godbole - Email [email protected] Contact No.022-61150000 Update the given Bank a/c as Default / Future transaction Default Option Update Bank in Mutual Fund

Transcript of CDSL_Account_Modification_With_Trading.pdf

  • To,

    Sharekhan Ltd. / Sharekhan Commodities Pvt. Ltd. Lodha, i Think Techno Campus, 10th Floor, Beta Building, Off. JVLR,Opp. Kanjurmarg Railway Station, Kanjurmarg (E), Mumbai - 400 042.? Tel.: 022 - 6115 1111 ? Fax: 022 - 6748 1891.? CDSL DP ID - 12036000 / NSDL DP ID - IN300513? For Inquires & Queries email at [email protected]

    Client Name

    Contact No.

    Branch Name & Code

    Submission Date:

    Sub.: Application for Change in Client Master (To be Filled in CAPITAL letters only)Dear Sir,Please make necessary change/add in my / our client account as per details given below, (PLEASE TICK APPROPRIATE OPTION TO MAKE NECESSARY CHANGES)

    CHANGE TO BE EFFECTED IN : Trading Account Depository Account Trading + Depository Account

    CDSL DP ID-12036000 BO IDTrading Code :

    Name of 1st Holder

    Name of 2nd Holder

    Name of 3rd Holder

    New Address Old Address

    CHANGE OF PERMANANT/LOCAL ADDRESS AND TELEPHONE NUMBER (Proof Required)

    NSDL DP ID-IN300513 Client ID

    City PIN*

    State

    Tel. No. Fax No.

    LandmarkCity PIN*

    State

    Tel. No. Fax No.

    Landmark

    D D M M Y Y YY

    MOBILE NO

    1stHolder

    CHANGE OF MOBILE NO. AND EMAIL ID (Proof Not Required)

    + 9 1 Email ID

    Bank NameBranch Address

    Bank A/c NO.

    MICR No.

    BANK DETAILS (Proof required)

    Type of A/c

    IFSC Code

    DP Details (Proof to be submitted for the same)

    DP ID

    PAN Details

    DP NAME CLIENT ID1st

    Holder2nd

    Holder3rd

    Holder

    1stHolder

    2ndHolder

    3rdHolderSMS Facility MOBILE NO MOBILE NO

    1st Holder 2nd Holder 3rd HolderSignature

    New Address Old Address

    CHANGE OF CORRESPONDENCE ADDRESS AND TELEPHONE NUMBER (Proof Required)

    (Please mention Mobile Number to receive SMS)

    Mobile No.

    2ndHolder + 9 1 Email IDMobile No.

    3rdHolder + 9 1 Email IDMobile No.

    NOTE: 1. Please furnish proper proofs for change in master. 2. Please submit the same in duplicate for acknowledgment. 3. If changes are to be done in DP - thenall holder as per DP A/c must sign the documents . 4) Please provide supporting documents for Other Changes

    For Office Use OnlyScrutiny By Name / Emp CodeData Entered ByVerified ByReference No.

    BRANCH STAMP HO STAMP

    ? For any Assistance you may kindly contact your request Sharekhan Branch or Dial Customer Care at (1-800-22-7500) Toll-Free\ 3030 7600 (Local Call Charges) o write to us [email protected]

    ? For Complaints email at [email protected]

    City PIN*

    State

    Tel. No. Fax No.

    LandmarkCity PIN*

    State

    Tel. No. Fax No.

    Landmark

    Office Copy

    I wish to receive the alerts from the Exchanges: SMS Email Both None.Head of family/Parent: Client Code _______________________ Client Name ____________________________________________________________________________Relationship with the head of family/parent Spouse Dependant Parents Dependant ChildrenNote: Family for receiving the communication such as Exchange alerts, contract notes, trade confirmation, margin etc. would mean spouse, dependant children, dependant parentsSign of the head of family/parent_________________________________________

    Family grouping request

    ? Compliance Officer - Namita Godbole - Email [email protected] Contact No.022-61150000

    Update the given Bank a/c as Default / Future transaction

    Default Option

    Update Bank in Mutual Fund

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