Scribd
Upload
112 views1 page

CDSL Account Modification With Trading PDF

This document is a client's application for changes to their Sharekhan trading and depository account details. The client is requesting changes to their name, address, contact details, bank details, and depository account information. They are also requesting to add SMS alerts and family grouping to their account. The application requires supporting documentation for any changes and signatures from all account holders to authorize the changes.

Uploaded by

Amit Pujar
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
Download as pdf or txt
112 views1 page

CDSL Account Modification With Trading PDF

This document is a client's application for changes to their Sharekhan trading and depository account details. The client is requesting changes to their name, address, contact details, bank details, and depository account information. They are also requesting to add SMS alerts and family grouping to their account. The application requires supporting documentation for any changes and signatures from all account holders to authorize the changes.

Uploaded by

Amit Pujar
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
Download as pdf or txt
Download as pdf or txt
You are on page 1/ 1

Office Copy

To,

Client Name

Sharekhan Ltd. / Sharekhan Commodities Pvt. Ltd.

Contact No.

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 dpcall@sharekhan.com

Branch Name & Code


Submission Date: D D M M Y Y Y Y

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

Trading Code :

CDSL DP ID-12036000

Depository Account

Trading + Depository Account


NSDL DP ID-IN300513

BO ID

Client ID

Name of 1st Holder


Name of 2nd Holder
Name of 3rd Holder
CHANGE OF PERMANANT/LOCAL ADDRESS AND TELEPHONE NUMBER (Proof Required)
New Address

Old Address

Landmark
City

Landmark
City

PIN*

State

PIN*

State

Tel. No.

Fax No.

Tel. No.

Fax No.

CHANGE OF CORRESPONDENCE ADDRESS AND TELEPHONE NUMBER (Proof Required)


New Address

Old Address

Landmark
City

Landmark
City

PIN*

State

PIN*

State

Tel. No.

Fax No.

Tel. No.

Fax No.

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


1st
Holder Mobile No.
2nd
Holder Mobile No.
3rd
Holder Mobile No.

+ 9 1

Email ID

+ 9 1

Email ID

+ 9 1

Email ID

BANK DETAILS (Proof required)

Update Bank in Mutual Fund

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

Bank Name
Branch Address
Type of A/c

Bank A/c NO.


MICR No.

IFSC Code
DP Details (Proof to be submitted for the same)

DP ID
PAN Details
SMS Facility

Default Option

DP NAME
1st
Holder
1st
Holder

MOBILE NO

CLIENT ID
2nd
Holder
2nd
Holder

MOBILE NO

3rd
Holder
3rd
Holder

MOBILE NO

(Please mention Mobile Number to receive SMS)

Family grouping request


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_________________________________________
Signature

1st Holder

2nd Holder

3rd Holder

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 myaccount@sharekhan.com
? Compliance Officer - Namita Godbole - Email compliance@sharekhan.com Contact No.022-61150000
? For Complaints email at igc@sharekhan.com

You might also like