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Closure Form

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Sriteja Josyula
The client is requesting to close their securities trading account with HDFC Securities Limited. They cite high charges as the reason for closure. They acknowledge that closing the trading account will also close associated facilities like e-IPO, mutual funds, and other investment products. The client agrees to indemnify HDFC Securities Limited for any losses incurred prior to account closure. Accompanying the request are forms to de-link the client's demat and savings accounts from the trading account.

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0% found this document useful (0 votes)
234 views3 pages

Closure Form

Uploaded by

Sriteja Josyula
The client is requesting to close their securities trading account with HDFC Securities Limited. They cite high charges as the reason for closure. They acknowledge that closing the trading account will also close associated facilities like e-IPO, mutual funds, and other investment products. The client agrees to indemnify HDFC Securities Limited for any losses incurred prior to account closure. Accompanying the request are forms to de-link the client's demat and savings accounts from the trading account.

Copyright:

Attribution Non-Commercial (BY-NC)

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Download as PDF, TXT or read online on Scribd
Download as pdf or txt
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Closure Of Securities Trading Account

Client Name: _______________________ Address: _______________________ _______________________ _______________________ HDFC Securities Limited, Customer Care Desk, Trade Globe, 2nd Floor, Kondivita Junction, Andheri Kurla Road, Andheri East, Mumbai 400 059. Dear Sir / Madam, Subject: Closure of Securities Trading Account. I / we______________________________, hereby request you to close my / our Securities Trading Account Number_______________, with HDFC Securities Limited in accordance with the terms stipulated by the client member agreement entered into by me / us with HDFC Securities Limited and other terms and conditions issued by HDFC Securities Ltd from time to time. I / we want to close the trading account for the following reason/s. (Tick the below reasons) Service issues with HSL High charges Service issues with Bank Status changes from NRI to RI (for NRIs only) Other Reasons: __________________________________________ I / we fully understand that by virtue of closure of the above Securities Trading Account. I am / we are also closing out the facility of e-IPO, Mutual Fund and other Investment Product, as offered by / through HDFC Securities Ltd. I / we further undertake to indemnify HDFC Securities Limited against any loss, claims, damages that may have accrued to HDFC Securities Limited prior to the termination / closure or which may arise out of or in connection with the transactions entered into or acts done or omitted prior to the termination/closure of the above trading account. Also enclosing herewith the request letter for de-linking the Depository and Savings Account from the Securities Trading Account duly signed by all the account holder(s). Thanking you, Yours truly, Name of Account Holder _________________________ Date: ______________________ Place: ______________________
Customer Care Desk at: Trade Globe 2nd floor, Behind Trade star, Kondivita Junction, Andheri Kurla road, Andheri East MUMBAI 400059 Tel No: 39019400 (prefix your local STD Code) Fax : 91-022-28346690 Regd Office at I Think Techno Campus, Building - B, "Alpha", Office Floor 8, Near Kanjurmarg Station, Opp. Crompton Greaves, Kanjurmarg (East), Mumbai 400 042

Signature of the Account Holder _____________________________

DEMAT ACCOUNT DE-LINKAGE FORM


HDFC Securities Limited, Customer Care Desk, Trade Globe, 2nd Floor, Kondivita Junction, Andheri Kurla Road, Andheri East, Mumbai 400 059 Dear Sir, Subject: De-Linkage of Demat Account from my existing Trading Account e-IPO, Mutual Fund & Investment Products. other HDFC Bank Limited A-32, Narayan Properties, Opp. Saki Vihar Road, Chandivali, Andheri (E) Mumbai 400 072

I / we, the undersigned, Single / Joint-Holders wish to de-link my / our existing Demat Account Number ______________________, with Customer ID ________________, maintained with HDFC Bank Limited to my existing e-Trading Account e-IPO, Mutual Fund & other Investment Products Number _______________ with HDFC Securities Limited. Details of my existing Linked Savings / Demat Accounts are: Savings Account Number ___________________ Customer ID ______________________ Demat Account Client ID _____________________________ DP ID IN_____________________________

Further, request you to treat Demat Account Client ID ______________ & DP ID IN_____________, as default Demat Account for all the transactions. Kindly treat this letter as a part of the Original Power of Attorney already submitted to HDFC Bank Limited and HDFC Securities Limited as a part of the Application, at the time of opening of my Trading Account. Name of all the Account Holder /s 1) _________________________ 2) _________________________ 3) _________________________ Date: ______________________ Signature of all the Account Holder /s _____________________________ _____________________________ _____________________________

Customer Care Desk at: Trade Globe 2nd floor, Behind Trade star, Kondivita Junction, Andheri Kurla road, Andheri East MUMBAI 400059 Tel No: 39019400 (prefix your local STD Code) Fax : 91-022-28346690 Regd Office at I Think Techno Campus, Building - B, "Alpha", Office Floor 8, Near Kanjurmarg Station, Opp. Crompton Greaves, Kanjurmarg (East), Mumbai 400 042

Place: ______________________

SAVINGS ACCOUNT DE-LINKAGE FORM


HDFC Securities Limited, Customer Care Desk, Trade Globe, 2nd Floor, Kondivita Junction, Andheri Kurla Road, Andheri East, Mumbai 400 059 Dear Sir, Subject: De-Linkage of Savings Account from my existing Trading Account e-IPO, Mutual Fund & other Investment Products. I / we, the undersigned, Single / Joint-Holders wish to de-link my / our existing Savings Account Number ______________________, with Customer ID ________________, maintained with HDFC Bank Limited to my existing e-Trading Account e-IPO, Mutual Fund & other Investment Products Number _______________, with HDFC Securities Limited. Details of my existing Linked Savings / Demat Accounts are: Savings Account Number ___________________ Customer ID ______________________ Demat Account Client ID _____________________________ DP ID IN_____________________________ HDFC Bank Limited A-32, Narayan Properties, Opp. Saki Vihar Road, Chandivali, Andheri (E) Mumbai 400 072

Further, request you to treat Savings Account Number ___________________________, as default Savings Account for all the transactions. Kindly treat this letter as a part of the Original Power of Attorney already submitted to HDFC Bank Limited and HDFC Securities Limited as a part of the Application, at the time of opening of my Trading Account. Name of all the Account Holder /s 1) _________________________ 2) _________________________ 3) _________________________ Date: ______________________ Place: _____________________
Customer Care Desk at: Trade Globe 2nd floor, Behind Trade star, Kondivita Junction, Andheri Kurla road, Andheri East MUMBAI 400059 Tel No: 39019400 (prefix your local STD Code) Fax : 91-022-28346690 Regd Office at I Think Techno Campus, Building - B, "Alpha", Office Floor 8, Near Kanjurmarg Station, Opp. Crompton Greaves, Kanjurmarg (East), Mumbai 400 042

Signature of all the Account Holder /s _____________________________ _____________________________ _____________________________

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