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Transcript of Dataform New
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APPLICATION FOR CHANGES IN CLIENT MASTER(Fill up the details in CAPITAL letters only)
Date _____________
Aditya Birla Money Ltd / Aditya Birla Commodities Broking Ltd.Ali Towers No.55, Greams Road, Chennai- 600 006.
Trading Account DP Account Commodity Account
I / We request you to update the following in your records:
1. Change of Address for Client (Permanent / Correspondence / Both )( Please tick the relevant box)
Old Address New Address
Pin Code Pin Code
Proof of Address Enclosed : Bank Pass Book / Ration Card / Passport / Driving License / Voter ID/(self attested) Copies of Electricity bills / Telephone bills. (not more than 2 months old)
2. (a) Additional Bank Details / Change of Bank details:
Old Bank Details New Bank Details
Account Type Account Type
Account Number Account Number
Bank Name Bank Name
Bank Address Bank Address
MICR number MICR number
IFSC code IFSC code
(b)Bank Account to be mapped for Payout of funds: Existing Account New AccountDP Account : Existing Account New Account
( Please tick the relevant box)
Bank A/C number to bemapped
Proof of details to be enclosed: Cancelled cheque leaf with preprinted name (or) Letter from Bank Manager onthe Banks Letter head (or) Bank Passbook /Bank statement(not more than 6 months old). (Maximum of 4 bankaccounts can be mapped to a client)
3.Additional DP details Change of DP Account Details:
DP Name DP ID Client ID
Proof of DP details to be enclosed: Attested Client Master Report system.
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4. (a)Request for Email ID Updation:___________________________(Enclose Annexure -1 -Client Agreement, Annexure 2 - Internet Trading Agreement, Annexure 3 Tripartite Agreement)
(b) Mobile Number __________________________ Phone Number ___________________________
(c)RequestEmail ID cancellation _______________________________________________________
(d) Request for contract note Digital Physical ( Please tick the relevant box)
5. (a) F&O (Futures & Options) Activation Yes No ( Please tick the relevant box)Note: If Yes, Enclose Income Proof
(b)Inter Branch Transfer:I / We wish to transfer my / our trading Account number _______________
From ______________ _______________________ To ______________ _____________________Branch id Branch name Branch id Branch Name
*Latest Trading SOA to be submitted*Tripartite agreement to be attached if the Franchisee is not a SEBI authorized person.
6. (a) Request for conversion of Online trading account to Offline trading account
(b) Request for conversion of Offline trading account to Online trading account( Please tick the relevant box)
* I /We Authorize you to debit the conversion fee towards my / our trading account.*For trading accounts opened before Jan 2006, internet agreement is to be attached duly signed by the client.
7. Running Account Authorization:
I request you to settle my fund and securities account
Once in every calendar Quarter Once in a calendar Month
or such other higher period as allowed by SEBI/ FMC / Exchange (s) time to t ime.
8.Closure of account:
(a) I / We hereby request you to close my / our Trading / Commodities account Number _________ held at
your ____________ branch
(b) I / We hereby request you to close my / our DP account _______________ held at ____________ branch
and transfer the securities to DP account No: _______________ DP ID _______________
*Enclose target DP Client Master Report (Generated from NSDL/CDSL Server) for transaction fee waiver.
Reason for closure ________________________________________________________
9. POA Activation: Yes No ( Please tick the relevant box)
If yes, Please enclose POA agreement, Mobile no is mandatory
Signature of 1st
Holder Signature of 2nd
Holder Signature of 3rd
Holder
10. Other Request: _____________________________________________________________________
________________________________________________________________________________________
For office use only:
Enclosures checked and verified with original documents:
Name Signature
Employee
Authorized Person
Sub-Broker
Back office user id Date & Time
Note: All proofs to be self attested by the client, duly attested by ABML Employee along with his/her Name and Employee code.
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Acknowledgement
Received communication from the client ___________________account number_____________ for __________
1. Change of Address 2. Change of Bank Account Details
3. Change of DP Account Details4. Email ID/Mobile number Updation/CancellationRequest for Digital Contract note F&O activation
5. Inter Branch Transfer 6. Conversion of Account - Online to Offline
7. Running Account Authorization 8. Closure of Account
9. POA Activation 10. Other Request
Name Signature
Employee
Authorized Person
Sub-Broker
Back office user id Date & Time