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FORMS:
KYC – Account Opening Form (ver.Jan2024)
KYC – Changes Request Form
KYC – Sample Board Resolution
KYC – Changes Form (For Non Individuals)
Bank – Direct Debit Mandate
Demat – DIS Book Issue Form
Demat – Pledge / Unpledge Form
Demat – Freeze / Unfreeze Form
Demat – Transmission Form
Demat – Transposition Form
Demat – Physical Shares Transfer Form (SH4)
Demat – Mutual Funds Demat Request Form
Demat – Account Closure Form
UTILITIES:
XTS – Windows Desktop Application
BOW – Windows Desktop Application
Anydesk – Remote Support
POLICIES:
Policies & Procedures incl PMLA Policy
Rights & Obligations, Guidenance and RDD