CDSL Account Modification With Trading
CDSL Account Modification With Trading
CDSL Account Modification With Trading
Office Copy
Sharekhan Limited
Contact No.
Lodha, i Think Techno Campus, 10th Floor, Beta Building, Off. JVLR,
Opp. Kanjurmarg Railway Station, Kanjurmarg (E), Mumbai - 400042. Trading Code:
Tel.: 022-61151111 Fax: 022-67481891 email at [email protected]
SEBI REG. NO. IN-DP-365-2018 CDSL DP ID-12036000 BO ID
NSDL DP ID-IN300513 Client ID
Sub.: Application for Change in Client Master (To be Filled in CAPITAL letters only) Date: D D M M Y Y Y Y
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
Name of 1st Holder Name Middle Name Surname
Name of 2nd Holder
Name of 3rd Holder
CHANGE OF PERMANANT/LOCAL ADDRESS AND TELEPHONE NUMBER (Proof Required)
New Address Old Address
Landmark Landmark
City PIN* City PIN*
State State
Tel. No. Fax No. Tel. No. Fax No.
CHANGE OF CORRESPONDENCE ADDRESS AND TELEPHONE NUMBER (Proof Required)
New Address Old Address
Landmark Landmark
City PIN* City PIN*
State State
Tel. No. Fax No. Tel. No. Fax No.
1st Holder 2nd Holder 3rd Holder
Mobile + 9 1 + 9 1 + 9 1
Mobile No. Mobile No. Mobile No.
Number
I hereby declare that the Mobile No belongs to I hereby declare that the Mobile No belongs to I hereby declare that the Mobile No belongs to
Declaration Self Spouse My Children Self Spouse My Children Self Spouse My Children
My Parents My Parents My Parents
(Consent for SMS Alert Facilty) Yes No (Consent for SMS Alert Facilty) Yes No (Consent for SMS Alert Facilty) Yes No
Email ID Email ID Email ID Email ID
I hereby declare that the Email ID belongs to I hereby declare that the Email ID belongs to I hereby declare that the Email ID belongs to
Email Self Spouse My Children Self Spouse My Children Self Spouse My Children
Declaration My Parents My Parents My Parents
BANK DETAILS (Proof required) Update Bank in Mutual Fund Update the Given Bank A/C as Default / Future Transaction
Bank Name
Bank A/c No. Type of A/c
MICR No. IFSC Code
Branch Address
DP Details (Proof to be submitted for same) Default Option
LINK DP ID DP NAME CLIENT ID
Update PAN / DOB. 1st Holder 2nd Holder 3rd Holder
Update Aadhaar/UID 1st Holder 2nd Holder 3rd Holder
SMS Facility 1st Holder MOBILE NO 2nd Holder MOBILE NO 3rd Holder MOBILE NO
NOTE: 1. Please furnish proper supporting proofs for change in Client 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 . 5. *Family to strictly includes spouse, dependent- children and dependent parents only. Kindly tick relevant option)
For Office Use Only
Scrutiny Emp Code
Data Entered By BRANCH STAMP HO STAMP
Verified By
Reference No.
?
For any assistance, please feel free to contact your branch / RM or call Customer Service on 1-800-22-7500 / 30307600 (Local Call charges) or write to [email protected].
Compliance Officer – Mr. Joby John Meledan – Email [email protected] Contact No. 022-61150000
?
?
For Complaints email at [email protected].
To, Client Name
Client Copy
Sharekhan Limited
Contact No.
Lodha, i Think Techno Campus, 10th Floor, Beta Building, Off. JVLR,
Opp. Kanjurmarg Railway Station, Kanjurmarg (E), Mumbai - 400042. Trading Code:
Tel.: 022-61151111 Fax: 022-67481891 email at [email protected]
SEBI REG. NO. IN-DP-365-2018 CDSL DP ID-12036000 BO ID
NSDL DP ID-IN300513 Client ID
Sub.: Application for Change in Client Master (To be Filled in CAPITAL letters only) Date: D D M M Y Y Y Y
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
Name of 1st Holder Name Middle Name Surname
Name of 2nd Holder
Name of 3rd Holder
CHANGE OF PERMANANT/LOCAL ADDRESS AND TELEPHONE NUMBER (Proof Required)
New Address Old Address
Landmark Landmark
City PIN* City PIN*
State State
Tel. No. Fax No. Tel. No. Fax No.
CHANGE OF CORRESPONDENCE ADDRESS AND TELEPHONE NUMBER (Proof Required)
New Address Old Address
Landmark Landmark
City PIN* City PIN*
State State
Tel. No. Fax No. Tel. No. Fax No.
1st Holder 2nd Holder 3rd Holder
Mobile + 9 1 + 9 1 + 9 1
Mobile No. Mobile No. Mobile No.
Number
I hereby declare that the Mobile No belongs to I hereby declare that the Mobile No belongs to I hereby declare that the Mobile No belongs to
Declaration Self Spouse My Children Self Spouse My Children Self Spouse My Children
My Parents My Parents My Parents
(Consent for SMS Alert Facilty) Yes No (Consent for SMS Alert Facilty) Yes No (Consent for SMS Alert Facilty) Yes No
Email ID Email ID Email ID Email ID
I hereby declare that the Email ID belongs to I hereby declare that the Email ID belongs to I hereby declare that the Email ID belongs to
Email Self Spouse My Children Self Spouse My Children Self Spouse My Children
Declaration My Parents My Parents My Parents
BANK DETAILS (Proof required) Update Bank in Mutual Fund Update the Given Bank A/C as Default / Future Transaction
Bank Name
Bank A/c No. Type of A/c
MICR No. IFSC Code
Branch Address
DP Details (Proof to be submitted for same) Default Option
LINK DP ID DP NAME CLIENT ID
Update PAN / DOB. 1st Holder 2nd Holder 3rd Holder
Update Aadhaar/UID 1st Holder 2nd Holder 3rd Holder
SMS Facility 1st Holder MOBILE NO 2nd Holder MOBILE NO 3rd Holder MOBILE NO
NOTE: 1. Please furnish proper supporting proofs for change in Client 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 . 5. *Family to strictly includes spouse, dependent- children and dependent parents only. Kindly tick relevant option)
For Office Use Only
Scrutiny Emp Code
Data Entered By BRANCH STAMP HO STAMP
Verified By
Reference No.
?
For any assistance, please feel free to contact your branch / RM or call Customer Service on 1-800-22-7500 / 30307600 (Local Call charges) or write to [email protected].
Compliance Officer – Mr. Joby John Meledan – Email [email protected] Contact No. 022-61150000
?
?
For Complaints email at [email protected].