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Delinking Form

1. The document is a request form to delink a savings bank or demat account from an ICICIdirect trading account. 2. The applicant provides their name, account details, and reason for requesting delinking. 3. By delinking the account, the applicant understands their obligations and liabilities for prior transactions will remain, and ICICIdirect will maintain the same rights to the account until delinking is complete.

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253 views2 pages

Delinking Form

1. The document is a request form to delink a savings bank or demat account from an ICICIdirect trading account. 2. The applicant provides their name, account details, and reason for requesting delinking. 3. By delinking the account, the applicant understands their obligations and liabilities for prior transactions will remain, and ICICIdirect will maintain the same rights to the account until delinking is complete.

Uploaded by

professionalassociates97
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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Request for Delinking of Bank / Demat Account

Sr. No. ___________________

I/We _______________________________________________currently have an ICICIdirect E-


broking relationship with ICICI Securities Ltd; details of which are mentioned below. Please
note that, I wish to de-link my below mentioned savings bank / demat account linked to the
ICICIdirect trading account(s) because __________________________________________________.

1. ____________________2.___________________3.____________________4.___________________

I/We understand and agree that delinking of the above account(s) will not affect
my/our liabilities and obligations and I/We shall be liable for satisfactory completion
of all transactions effected prior to the delinking date. I further agree that such
liabilities / obligations shall continue to subsist and vest in /be binding on me/us or
my/our respective heirs, executors, administrators, legal representatives or
successors, as the case may be. I understand that until the delinking of the account,
ICICI Securities shall enjoy the same rights that it currently has, in respect of the
above account(s).

I understand that my request for delinking of the aforementioned account(s) is


subject to (applicable only in case where request for linking a new account is not
being made):

1.Due fulfillment of all my obligations towards I-Sec and affiliates

2.Closure of all open positions in my account in the derivatives segment or any other
segment, if any,

3.Transfer out of all my Mutual Fund holdings In view of the above I request you to please
process my/our application for de-linking of the savings bank Account.

Thanking you.

Yours Sincerely,

+
Signature of Applicant
CHECKLIST FOR DELINKING REQUEST

SR no:
MATCH ID :

APPLICATION FORM Point To Remember Checked(please tick)


Name of the Applicant Applicant name as per IDIRECT account
Date Mandatory to mention
Address Mandatory to mention
Contact Number Mandatory to mention
Email Address Mandatory to mention
Reason for Delinking Mandatory to mention
Bank account number Mandatory to mention
Demat Account Number Mandatory to mention
Match account number Mandatory to mention
Signature of First Holder Mandatory to mention

KEY POINTS
*Delinking is not required for addition or deletion of joint holder in bank account.
*Delinking is required for name change of the customer,conversion of RI to NRI
*In case of addition or deletion of joint holder in bank account., where CM is been routed to ICICI Direct Branch by
ICICI Bank Branch, then RM will add the same in Activity notes of the SR while raising the same.

EMPLOYEE DETAILS :
Name:-
Emp Code:-
Signature :-
Date:-

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