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Find, download, and print important brokerage forms, agreements, PDF files, and disclosures from our form library. To view and print files properly, please be sure to install Adobe® Reader.
ACCOUNT OPENING FORMS
CHANGE / REQUEST FORMS
Title | Purpose of the form | Download Form |
---|---|---|
KYC Details Modification Form | For updating or changing your contact details like contact number, address email id etc. | |
a. Individuals | DOWNLOAD | |
b. Non-individuals | DOWNLOAD | |
E-Contract Note Activation Form | For receiving contract notes on your email | DOWNLOAD |
Online Trading Activation Form | For converting Offline Trading account to Online Trading Account | DOWNLOAD |
Application for Shifting of trading account | Application for Shifting of trading account | DOWNLOAD |
New Segment Activation Form | Changes one segment to other segment like Currency, F&O, SLBM etc | DOWNLOAD |
DEMAT
Title | Purpose of the form | Download Form |
---|---|---|
Demat Account Change Form | For updating your bank, address, email, contact number | DOWNLOAD |
DIS Requisition Form | DOWNLOAD | |
Account Freeze / Unfreeze Form | DOWNLOAD | |
Mutual Fund Dematerialisation Form | For converting physical mutual fund units in to demat form | DOWNLOAD |
Nomination Form | For adding nomination details | DOWNLOAD |
Demat Account Details Update Form | For update account details | |
How to fill Modification form(Sample file) | Help to fill modification form or update personal details, bank details and etc | DOWNLOAD |
List of Co Parceners | List of Family Members | DOWNLOAD |
Central KYC (CKYC) | CENTRAL KYC REGISTRY | Know Your Customer (KYC) Application Form | Individual | DOWNLOAD |
POWER OF ATTORNEY (COMBINED) | POWER OF ATTORNEY (COMBINED) | DOWNLOAD |
BONDS
Title | Purpose of the form | Download Form |
---|---|---|
NHAI 54EC BOND APPLICATION FORM | Investment in NHAI 54EC Capital Gains Bond | DOWNLOAD |
REC 54EC BOND APPLICATION FORM | Investment in REC 54EC Capital Gains Bond | DOWNLOAD |
POWER FINANCE CORPORATION LTD | Investment in PFC Bond | DOWNLOAD |
7.15 % Floating Rate Saving Bond 2020 | APPLICATION FORM FOR FLOATING RATE SAVINGS BONDS | DOWNLOAD |
MUTUAL FUND FORMS
Title | Purpose of the form | Download Form |
---|---|---|
Online Mutual Fund Non Arihant client | Application Form | DOWNLOAD |
Online Mutual Fund form-Existing client | Application Form | DOWNLOAD |
NACH/ECS/AUTO DEBIT MANDATE FORM | Application Form | DOWNLOAD |
Change in Broker Code-Karrvy | Application Form | DOWNLOAD |
Change in Broker CAMS | Application Form | DOWNLOAD |
Mutual Fund KYC Application Form | KYC Application Form | DOWNLOAD |
AEGON RELIGARE MUTUAL FUND | DOWNLOAD | |
Axis Mutual Fund Application Form | DOWNLOAD | |
Baroda Pioneer Application Form | DOWNLOAD | |
Birla Sun Life Mutual Fund Application Form | DOWNLOAD | |
Canara Robeco Mutual Fund Application Form | DOWNLOAD | |
DSP BlackRock MF Common Application Form | DOWNLOAD | |
Escort MF Common Application Form | DOWNLOAD | |
Franklin Templeton Mutual Fund Application Form | DOWNLOAD | |
HDFC Mutual Fund Common Application Form | DOWNLOAD | |
ICICI Prudential MF Application Form | DOWNLOAD | |
Kotak Mutual Fund Application Form | DOWNLOAD | |
L&T MF Common Application Form | DOWNLOAD | |
LIC Mutual Fund Application Form | DOWNLOAD | |
MIRAE Mutual Fund Application Form | DOWNLOAD | |
MOTILAL Mutual Fund Application Form | DOWNLOAD | |
Peerless Mutual Fund Application Form | DOWNLOAD | |
PPFAS Mutul Fund Application Form | DOWNLOAD | |
Principal Mutual Fund Application Form | DOWNLOAD | |
Reliance Mutual Fund Application Form | DOWNLOAD | |
SBI Mutual Fund Application Form | DOWNLOAD | |
TATA Mutual Fund Application Form | DOWNLOAD | |
UTI Mutual Fund Application Form | DOWNLOAD | |
DHFL/PRAMERICA MUTUAL FUND APPLICATION FORM | DOWNLOAD | |
HSBC MUTUAL FUND APPLICATION FORM | DOWNLOAD | |
IDFC MUTUAL FUND APPLICATION FORM | DOWNLOAD | |
JP MORGAN MUTUAL FUND APPLICATION FORM | DOWNLOAD | |
QUANTUM MUTUAL FUND APPLICATION FORM | DOWNLOAD | |
SUNDARAM MUTUAL FUND APPLICATION FORM | DOWNLOAD | |
TAURUS MUTUAL FUND APPLICATION FORM | DOWNLOAD | |
UNIONKBC MUTUAL FUND APPLICATION FORM | DOWNLOAD | |
FATCA Declaration: Individual Offline mode | DOWNLOAD | |
FATCA Declaration: Non-Individual Offline mode | DOWNLOAD | |
Karrvy -Cancellation Of SIP / STP / SWP –Offline mode | Application Form | DOWNLOAD |
CAMS -Cancellation Of SIP / STP / SWP –Offline mode | Application Form | DOWNLOAD |
OTHER FORMS
COMPLIANCE
Title | Purpose of the form | Download Form |
---|---|---|
Policy & Procedure Document | Policy & Procedure as prescribed by trading member | DOWNLOAD |
Rights & Obligations Document (DP) | Rights & Obligations of beneficial owner and depositary participant as prescribed by SEBI & Depository | DOWNLOAD |
Risk Disclosure Document | Risk Disclosure Document for capital market and derivative segment as prescribed by SEBI & Stock Exchanges | DOWNLOAD |
Rights & Obligations Document (Trading Account ) | Rights & Obligations of stock broker, sub brokers and clients as prescribed by SEBI & Stock Exchanges | DOWNLOAD |
Schedule of Charges (Trading Account) | Details of charges applicable to client on his trading account | DOWNLOAD |
Brief Write-up on the provisions of AML.which client needs to know.(For Information Only) | Brief Write-up on the provisions of prevention of money laundering Act 2002 (PMLA) | DOWNLOAD |
Policy & Procedure Document (commodity segment) | Policy & Procedure as prescribed by trading member | DOWNLOAD |
Policy on actual settlement of client’s fund & securities | Policy on actual settlement of client’s fund & securities | DOWNLOAD |
RMS POLICY DOCUMENT | RISK MANAGEMENT POLICY OF COMPANY RELATED TO STOCK BROKING ACTIVITY | DOWNLOAD |
Client Registration Documents (Rights & obligations, uniform risk disclosure document, dos & donts) in vernacular languages(Equities)
Language | Purpose of the form | Download Zip |
---|---|---|
Assamese | Client Registration Documents | DOWNLOAD |
Bengali | Client Registration Documents | DOWNLOAD |
Gujrati | Client Registration Documents | DOWNLOAD |
Hindi | Client Registration Documents | DOWNLOAD |
Kanada | Client Registration Documents | DOWNLOAD |
Kashmiri | Client Registration Documents | DOWNLOAD |
Konkani | Client Registration Documents | DOWNLOAD |
Malyalam | Client Registration Documents | DOWNLOAD |
Marathi | Client Registration Documents | DOWNLOAD |
Oriya | Client Registration Documents | DOWNLOAD |
Punjabi | Client Registration Documents | DOWNLOAD |
Sindhi | Client Registration Documents | DOWNLOAD |
Tamil | Client Registration Documents | DOWNLOAD |
Telegu | Client Registration Documents | DOWNLOAD |
Urdu | Client Registration Documents | DOWNLOAD |
Client Registration Documents (Rights & obligations, uniform risk disclosure document, dos & donts) in vernacular languages(Commodities)
Language | Purpose of the form | Download Zip |
---|---|---|
Assamese | Client Registration Documents | DOWNLOAD |
Bengali | Client Registration Documents | DOWNLOAD |
Gujrati | Client Registration Documents | DOWNLOAD |
Hindi | Client Registration Documents | DOWNLOAD |
Kanada | Client Registration Documents | DOWNLOAD |
Kashmiri | Client Registration Documents | DOWNLOAD |
Konkani | Client Registration Documents | DOWNLOAD |
Malyalam | Client Registration Documents | DOWNLOAD |
Marathi | Client Registration Documents | DOWNLOAD |
Oriya | Client Registration Documents | DOWNLOAD |
Punjabi | Client Registration Documents | DOWNLOAD |
Sindhi | Client Registration Documents | DOWNLOAD |
Tamil | Client Registration Documents | DOWNLOAD |
Telegu | Client Registration Documents | DOWNLOAD |
Urdu | Client Registration Documents | DOWNLOAD |