Client Details Updatation-Trading.pdf - Pravin Ratilal Share and ...

Pravin Ratilal Share And Stock Brokers Ltd
“Sakar-I” 5th Floor, Opp. Gandhigram Railway Station, Navrangpura, Ahmedabad - 380 009.
Ph.: 079-26553700, 66302700 Fax : 079-26582331 E-mail : ig@prssb.com Web : www.prssb.com
CLIENT DETAILS UPDATION
With reference to my/our trading code no.______________ held with you, please make the following changes :
Change of : Correspondence / Permanent Address Phone / Mobile No Email ID
Bank Account Demat Account Financial Details
Contact Details :
Name of Constituent
Address
Pincode
Phone (O) (R) (Mob)
Email ID
Bank Account(s) Details :
Bank Name
IFSC Code:
Bank Acct. No. A/c. type SB/Cur./NRE/NRO/Others.......................
Branch Address
MICR No.
Depository Account(s) Details :
Client ID :
DP ID :
I
N
Client Name :
DP Name :
Depository :
NSDL
CDSL
Other Details :
1. Gross Annual Income Income range per annum : Below Rs.1 lac. Rs. 1-5 lacs
Details (Please specify) : Rs. 5-10 lacs Rs. 10-25 lacs Rs. 25 lacs - 1 crore
> Rs. 1 crore
AND/OR Networth as on : D D M M Y Y Y Y is Rs.
(Should not be older than 1 year)
2. Occupation
Private Sector Public Sector Government Service
(Please tick any one and Business Professional Agriculturist
give brief details):
Retired House-wife Student
Others ........................................
Nomination Details (For Individuals only)
I / We wish to nominee
I / We do not wish to nominate
Name of nominee :
Relation with nominee : Date of birth :
D D M M Y Y Y Y
PAN of Nominee :
Address of Nominee :
Phone No.:

If Nominee is a minor, details of guardian :
Name of guardian :
Address of guardia :
*
Phone : Signature :
WITNESS (Only applicable in case the account holder has made nomination)
Name :
Signature :
Address :
*
Name :
*
Signature :
Address :
Important Instruction :
Please note, as per SEBI guidelines, the client has to submit
the application alongwith the following supporting
documents:-
For change in address:
1. Proof of Identity (Any One Only) - PAN Card with
photograph, Aadhaar / UID (Unique Identification Number),
Valid Driving License, Valid Passport, Voter's Identity Card,
Identity card / Document with photograph issued by :
Central / State government or its departments, Statutory /
Regulatory authorities, Public sector undertakings,
Scheduled Commercial banks / Public Financial
institutions, Collages affiliated to Universities, Professional
bodies (ICAI, ICWAI, ISCI, Bar Council, etc) to their
members, Credit / Debit cards issued by banks.
2. Proof of Address (Any One Only) (*Documents having
expiry date should be valid on date of submission) - Valid
Driving License, Valid Passport, Voter's Identity card,
Ration card, Bank statement / passbook of last quarter,
Landline Telephone bill (not more than 3 months old),
Electricity bill (not more than 3 months old), Gas bill (Not
more than 3 months old), Self declaration of High Court /
Supreme Court Judges giving new address in respect of
their own account. Proof of address issued by : Managers
of Scheduled Commercial / Co-operative banks /
Multinational foreign banks, Gazetted officer / Notary
public, Elected representative to the Legislative Assembly
/ Parliament., Document issued by any government or
statutory authority. - Identity card/Document with address
Issued by : Central / State government or its departments,
Statutory / Regulatory authorities, Public sector
undertakings, Scheduled Commercial banks / Public
Financial institutions, Colleges affiliated to Universities,
Professional bodies (ICAI, ICWAI, ICSI, Bar Councial, etc)
to their members. - Registered lease or sale agreement or
maintenance bill of flat / residence. - Insurance copy -
proof of address in the name of spouse may be accepted
3. Proof of Bank MICR details : Photocopy or a cancelled
leaf of the cheque having the constituent's name
mentioned therein. (in case name is not mentioned, copy
of latest statement or passbook, of last quarter, wherein
the constituent's name appears is to be attached.
LkkUÄ : ‘SEBI’Lkk rLkÞ{ «{kýu yhsËkhu sYhe ËMíkkðus MkkÚku
yhS fhðe.
MkhLkk{wt çkË÷ðk ytøku :
1. MkhLkk{wt çkË÷ðk ytøku : (Ãkwhkðk øk{u íku yuf)
ÃkkLkfkzo (Vkuxk ðk¤w) ykÄkhfkzo - ÞwLkef ykE.ze. fkzo, zÙkEðªøk
÷kÞMkLMk, ({kLÞ) ÃkkMkÃkkuxo, {íkËkh fkzo, fuLÿ yÚkðk hkßÞ MkhfkhLkk
rð¼køk îkhk íÚkk hk»xÙeÞf]ík/þezâw÷ çkUfku, ònuh LkkýkfeÞ MktMÚkk
ÞwLkeðMkeoxe îkhk {kLÞ fku÷usu ykÃku÷ Vkuxk MkkÚkuLkwt yku¤¾fkzo. {kLÞ
MkuðkfeÞ MktMÚkkyku suðefu ICAI, ICWAI, ISCI, Bar Council, îkhk
ykÃku÷ yku¤¾ fkzo, çkUfku îkhk ykÃku÷ zuçkex/¢uzex fkzo etc.
2. yku¤¾Lkwt MkhLkk{wt (øk{u íku yuf)
zÙkEðªøk ÷kÞMkLMk, ({kLÞ)ÃkkMkÃkkuxo, ({kLÞ) {íkËkh fkzo, huþLkfkzo,
çkUf Mxux{uLx/ÃkkMkçkwf - (AuÕ÷k ºký {kMkLkwt Mxux{uLx), xu÷eVkuLk çke÷,
ðes¤e çke÷, AuÕ÷k ºký {neLkk sqLkk nkEfkuxo/Mkw«e{ fkuxo îkhk
yÃkkÞu÷ ¾kºke ÃkqðofLkwt MkhLkk{kLkku Ãkwhkðku. hk»xÙeÞ çkUf / fku-ykuÃkhuxeð
çkUf(þezÞw÷), VkuhuLk çkUfku, økuÍuxuz ykuVeMkh / Lkkuxhe, rðÄkLkMk¼kLkk
[qtxkÞu÷k MkÇÞ, MktMkË MkÇÞ îkhk yÃkkÞu÷ Ãkwhkðku, fuLÿ/hkßÞ Mkhfkh
yÚkðk íkuLke nkÚk Lke[uLke MktMÚkkyku, ÞwLkeðMkeoxe îkhk yÃkkÞu÷k
Ãkwhkðku.{kLÞ MkuðkfeÞ MktMÚkkyku suðefu ICAI, ICWAI, ISCI, Bar
Council, çkUfkuyu ykÃku÷ ¢uzex/zuçkex fkzo, ¼kzk fhkh, ðu[ký
ËMíkkðus, ^÷uxLkwt rLk¼kð ({uELxuLkLMk) rçk÷, ELMÞkuhLMk Ãkku÷eMkeLke
fkuÃke MkhLkk{kðk¤e - yk fkuÃke ÃkíLkeLkk MkhLkk{kLkk Ãkwhkðk {kxu
ÞkuøÞ økýkþu.
3. çkUf ¾kíkkLke rðøkík çkË÷ðk ytøku :
1. fuLMk÷ [uf yÚkðk [ufLke Vkuxku fkuÃke.
òu [uf{kt Lkk{ AkÃku÷wt Lkk nkuÞ íkku AuÕ÷k ºký {kMkLke ¼hkÞu÷e
ÃkkMkçkwf/Mxux{uLx Ãkwhkðk íkhefu ykÃkðw.
v MkhLkk{wt çkË÷ðkLkwt nkuÞ íkuðk Mktòuøkku{kt WÃkh sýkðu÷k ÃkwhkðkLke
Vkuxku fkuÃke MkkÚku yMk÷ fkuÃke Ãký çkíkkððk {kxu MkkÚku ÷kððe.
• For change of address, please bring the original
documents for verification.
I / We, hereby declare that the above given particulars and information provided by me/us is true and correct to the best of
my/our knowledge. I/We further agree and accept that any false/misleading information given by me/us or suppression of
any material facts will render my/our account liable for immediate termination.
Date : ……/……/20..…
Place:……………………
X………………………………………
(Signature of the client)