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Appendix 1 INDEX Sr. No. 1 2 MANDATORY DOCUMENTS AS PRESCRIBED BY SEMI & EXCHANGES Name of the Document Brief Significance of the Document Page No Appendix 1 Appendix 2 (J) Appendix -3 3 Appendix

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How to fill out trading account opening form

How to fill out a trading account opening form:

01

Start by providing your personal information such as your full name, date of birth, and contact details.

02

Next, you will need to provide your identification details, which may include your passport or driver's license number.

03

Some forms may require you to disclose your employment or financial information, so be prepared to provide details about your occupation and annual income.

04

If you are opening the trading account on behalf of a company or organization, you may need to provide additional documentation such as proof of registration or articles of incorporation.

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Make sure to carefully review the terms and conditions of the trading account and indicate your agreement by signing and dating the form.

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Finally, submit the completed form along with any required supporting documents to the designated authority.

Who needs a trading account opening form?

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Individuals who wish to engage in buying and selling financial instruments such as stocks, bonds, or commodities through a brokerage firm.

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Companies or organizations that require a trading account for trading purposes or investment activities.

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Traders or investors who want to access online trading platforms or use advanced trading tools and services offered by brokerage firms.

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