Equity Account Opening Formalities

Published on April 2017 | Categories: Documents | Downloads: 35 | Comments: 0 | Views: 355
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EQUITY ACCOUNT OPENING FORMALITIES  PAN CARD 03 COPY  ADDRESS PROOF 03 COPY Driving license Voter ID Bank Passbook / Bank Statement Electricity bill Landline bill of BSNL only  04 PHOTOGARH  01 CANCEL CHEQUE

USE BLACK PEN ONLY

 01 CHEQUE OF RS 100 IN FAVOUR OF EDELWEISS FINANCIAL ADVISORS LIMITED.  01 CHEQUE OF RS 861 IN FAVOUR OF EDELWEISS STOCK BROKING LIMITED.  INCOME PROOF REQUIRED FOR F&O ACTIVATION
Copy of ITR Acknowledgement – ITR return having income at least of Rs.50000/- (In case of loss, please give computation & networth certificate) Copy of Annual Accounts – Should be of FY 2008-09 Copy of Form 16 in case of salary income – Form 16 certified by employer will be allowed Net worth certificate – Should be of latest date as per our regular guidelines in case of non-individuals. Individual also can give the same certified by their CA. Salary Slip - One month salary slip certified by employer will be allowed – Salary slip taken from web page is allowed – salary break-up on simple page will NOT be allowed. Bank account statement for last 6 months – Mandatorily required for last SIX months, not necessarily there should be balance of Rs.50000/- lying in bank but income in bank statement should be highlighted (should be at least Rs.25000/- in last six months) Copy of demat account Holding statement. – Minimum value of stock lying should be of Rs.50000/-. Stock lying in our bene account will NOT be considered.

ALL THE DOCUMENTS SHOULD BE SELF CERTIFIED

COMMODITY ACCOUNT OPENING FORMALITIES

USE BLACK PEN ONLY

 PAN CARD 01 COPY  ADDRESS PROOF 01 COPY Driving license Voter ID Bank Passbook / Bank Statement Electricity bill Landline bill of BSNL only  01 PHOTOGARH  01 ACCOUNT OPENING CHEQUE OF RS 200 IN FAVOUR OF EDELWEISS COMTRADE LIMITED

ALL THE DOCUMENTS SHOULD BE SELF CERTIFIED

SPOT ACCOUNT OPENING FORMALITIES

 PAN CARD 02 COPY  ADDRESS PROOF 02 COPY Driving license Voter ID Bank Passbook / Bank Statement Electricity bill Landline bill of BSNL only  03 PHOTOGARH  01 CANCEL CHEQUE  01 CHEQUE OF RS 500 IN FAVOUR OF ‘EDELWEISS STOCK BROKING LIMITED’  01 CHEQUE OF RS10 IN FAVOUR OF ‘EDELWEISS COMTRADE LIMITED’

ALL THE DOCUMENTS SHOULD BE SELF CERTIFIED

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