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Modification Form Version 1.4

1. The document is a requisition form submitted by a client to Motilal Oswal Securities Ltd. requesting modifications to their account details. 2. The client is requesting modifications to their address details, email, mobile number, bank details, or signature currently on file with the brokerage. 3. The client provides their depository account number, trading account number, and PAN for identification and to process the requested changes.

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Gaurav Sosa
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429 views

Modification Form Version 1.4

1. The document is a requisition form submitted by a client to Motilal Oswal Securities Ltd. requesting modifications to their account details. 2. The client is requesting modifications to their address details, email, mobile number, bank details, or signature currently on file with the brokerage. 3. The client provides their depository account number, trading account number, and PAN for identification and to process the requested changes.

Uploaded by

Gaurav Sosa
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
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* WIRE Ref No.

For Head Office Use


Inward No:
Received Date:

Requisition form for Addition / Deletion / Modification of Account Details in Equity/Commodity

EQUITY COMMODITY BOTH Date:___/___/___________


To,
Motilal Oswal Securities Ltd. / Motilal Oswal Commodities Broker Pvt. Ltd.
2nd Floor, Palm Springs Center, Malad Link Road, Malad (W), Mumbai - 400 064. *Mandatory Fields

I/We request you to make the following Addition/Deletion/Modification to my/our account in your records. Account details are as under: -
* Depository Account Number: 1 2 0 1 0 9

* Trading Account Number: *PAN of 1st Holder:


* Please tick Request & Category
Request For Category Existing Details New Details
1
Modification Address Details
Email ID
Mobile / Landline Number
Bank Details
Signature

Note: In case of Addition, please enter 'Nil' in "Existing Details'


2 Request For Category Existing Details New Details
Addition Bank Details
Modification Other DP Details
____________ pls specify
____________ pls specify
____________ pls specify

I/We wish to update the above changes in KRA / Demat / Back office account.

Family Declaration:
Please Fill up below declaration in case Email/ Mobile is already updated in sole / first holder account and wish to update same details for
Family member/s as per SEBI guidelines.
I and my family members hereby request that mobile number being ____________________and email ID being ____________________________________,
belonging to sole / first account holder shall be considered in your records for the purpose of receiving communication from you or Stock Exchanges or Depository
with regard to details of trading / DP transactions executed through you.
Thus, any communication relating to our trading and demat account should be sent to the above mentioned mobile number and e-mail ID. This facility shall be
extended to us as an exception, for our convenience of receiving transaction details at a single mobile number and e-mail ID. I understand that for the purpose of
availing the above facility “family” means self, spouse, dependent children and dependent parents.
Sr. No. Client Name Client Code Relationship with sole/ first holder Signature

Use separate sheet for more family members (if any)

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 information is found to be false or untrue or misleading or misrepresenting, I am/we are aware theat I/we may be held liable for it.

* Client Name Sole / First Holder Second Holder Third Holder

* Client Signature

" " " " "Version: 1.4


"
Acknowledgement

Received Addition/Deletion/Modification request for: Address Details Email ID Mobile/Landline Number Bank Details Signature Other DP Details

Depository Account Number: 1 2 0 1 0 9


Receipt Date and Stamp
Trading Account Number:
Version: 1.4

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