Scribd
Upload
175 views

Account Details Addition / Modification Request Form (Trading & DP A/c)

1) The document is an account details addition/modification request form for a trading and depository account. 2) It requests changes to details like bank account, address, contact, depository, and income details. 3) The client provides signatures to authorize the changes and declares that the updated information is true and correct.

Uploaded by

vicky
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
175 views

Account Details Addition / Modification Request Form (Trading & DP A/c)

1) The document is an account details addition/modification request form for a trading and depository account. 2) It requests changes to details like bank account, address, contact, depository, and income details. 3) The client provides signatures to authorize the changes and declares that the updated information is true and correct.

Uploaded by

vicky
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 1

Account Details Addition / Modification Request Form (Trading & DP A/c)

Ver: Nov 2014


To, Bonanza Portfolio Ltd. / Bonanza Commodity Brokers Pvt. Ltd.,
Bonanza House, M-2, Cama Industrial Estate, Date:
Walbhat Road, Goregaon East, Mumbai - 63
Dear Sir / Madam,
I / We request you to make the following additions / modifications to my / our Trading and Demat account in your records.
Account Holder's Details Please fill all the details in BLOCK Letters in English. Please mark ( ) on the appropriate column.

DP ID BO ID PAN NO.
Trading Code: Region Tag: Branch Tag:
1. Bank Details Existing Details New Details
Bank Name
Branch Address
Bank A/c No.
MICR No.
IFSC Code
A/c Type
2. Address Details Existing Details New Details
Address: Address:
Modification

Correspondence
City: State: City: State:
Permanent Country: Pin Code: Country: Pin Code:
3. Contact Details Existing Details New Details
Tel.: Mob. Tel.: Mob.
Addition / Modification
Email ID: Email ID:
4. ECN activation for Only Equity Trading and Demat account: (Yes, I require ECN for Trading and Demat account)
I / We hereby give our consent and authorize you to send digital contract notes, bills, ledgers, transaction, statements, Monthly / Quarterly demat
statement of accounts / holding statement(s) / bills or other reports, Statement(s), related notices, Circulars, amendments and such other
correspondence, documents, records by whatever name called (hereafter referred to as "statement (s)" issued from time to time, at the above
mentioned new email id.

5. DP Details for Trading A/c Pay - in Payout


DP Name: DP ID: Client ID:
6. Gross Annual Income Details: Below 1 Lakh 1-5 Lakhs 5-10 Lakhs 10-25 Lakhs > 25 Lakhs
OR Net-worth in .`_________________________ (*Net worth should not be older than 1year) as on (date) D D / M M / Y Y Y Y
KRA : I/We wish to update the above changes in KRA / Demat / Trading Account.
Declaration: I/We hereby declare that the details furnished above are true and correct to the best of my/our knowledge and belief. In case any of the
above mentioned is found to be false or untrue or misleading or misrepresenting, I am/we are aware that/we may be held liable for it.

Client Name First / Sole Holder Second Holder Third Holder


Signature

Any one Proof Required from the following list (Self attested by client and all relevant holders):
Bank details: Copy of cheque with name printed, copy of bank passbook, copy of bank statement of accounts duly attested by bank authorities not
older than 3 months with cancelled cheque.
Address details: Copy of Ration card, Passport, Voter ID card, Driving license, Bank passbook, Electricity bill / Telephone bill - Land line (not more
than 3 months).
DP details: Latest transaction statement / holding statement / CML copy.

Signature In person verification done by Relationship with the Intermediary / Designation Date of IPV
IPV Details

-------------------------------------------------------------------------------------------------------------------------------------------------------------------
Acknowledgement Receipt Date:___________________
We hereby acknowledge the receipt of the your instruction for modification of the following Account subject to verification:
DP ID: Client ID: Trading Code:
Modification request for Bank Modification Contact Details Modification Address Modification
(Specify reason) DP Addition in Trading Account ECN Registration (Trading and DP Account)

Depository Participant Seal and Signature

You might also like