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Get the free TRADING CUM DEMAT APPLICATION FORM2018 FINAL12.05.2018.docx

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CIL SECURITIES LTD IN No L67120TG1989PLC010188 Name of Stock Broker / Trading Member / Clearing Member: CIL SECURITIES LIMITED SEMI Registration No. and Date :INZ000169535 DT.21.03.2018Registered
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How to fill out trading cum demat application

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How to fill out trading cum demat application

01
To fill out a trading cum demat application, follow these steps:
02
Obtain the application form from a stockbroker or download it from their website.
03
Fill in your personal details such as name, address, contact information, PAN number, and bank account details.
04
Provide your demat account details, if you already have one. If not, you will need to open a demat account along with the trading account.
05
Choose the type of account you want to open: individual, joint, or corporate.
06
Select the segments you want to trade in, such as equity, derivatives, commodities, or others.
07
Specify the trading preferences, such as online or offline trading, margin trading, or intraday trading.
08
Complete the KYC (Know Your Customer) process by attaching self-attested copies of supporting documents like Aadhaar card, passport, PAN card, etc.
09
Sign the application form and provide any additional required declarations or consents.
10
Submit the filled application form along with the necessary documents to the stockbroker or their designated office.
11
Pay the required fees or charges as mentioned in the application form or as instructed by the stockbroker.
12
Wait for the verification and approval process to be completed, which may take a few days to a couple of weeks.
13
Once your application is approved, you will receive your trading cum demat account details, login credentials, and other relevant information.
14
Start trading and managing your investments through the trading cum demat account.

Who needs trading cum demat application?

01
Trading cum demat application is needed by individuals or entities who want to participate in stock trading and investing activities.
02
It is required by anyone who wishes to buy and sell stocks, bonds, mutual funds, or other securities listed in the stock market.
03
Traders, investors, and even long-term retail investors who want to hold securities in electronic format and avoid physical share certificates need a demat account.
04
Whether you are a beginner or an experienced trader, if you want to invest or trade in the stock market, you will need a trading cum demat application.
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Trading cum demat application is a form that combines the trading account and demat account opening process into a single application to streamline the investment process.
Individuals who wish to open a trading account and a demat account with a financial institution or brokerage firm are required to file a trading cum demat application.
To fill out a trading cum demat application, individuals need to provide personal details, financial information, identification documents, and sign the necessary agreements as required by the financial institution or brokerage firm.
The purpose of trading cum demat application is to simplify the account opening process for investors by combining the trading account and demat account applications into a single form.
The trading cum demat application typically requires personal details, financial information, identification documents, and signatures on the necessary agreements.
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