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Sl. No.:.............................(Member : NSE, BSE, MCX & ICEX)ACCOUNT OPENING FORMNON INDIVIDUALCLIENT NAME :CLIENT CODEMANDATORY DOCUMENTS AS PRESCRIBED BY SEBI & EXCHANGES23 48Annexure AAnnexure

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How to fill out mapping of unique client

01

Gather all necessary information about the client such as name, contact information, and any specific preferences or requirements.

02

Create a unique identifier for the client, such as a client ID or reference number.

03

Record all relevant details about the client in a mapping document or database, ensuring that each client has a unique entry.

04

Update the mapping as needed to reflect any changes or updates to the client's information.

Who needs mapping of unique client?

01

Businesses and organizations that have a large client base and need to keep track of individual clients and their preferences.

02

Companies that offer personalized services or products and require accurate and up-to-date client information.

03

Any entity that relies on client data for marketing, communication, or customer service purposes.

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What is mapping of unique client?

Mapping of unique client refers to the process of identifying and documenting the distinct attributes and information related to individual clients to facilitate better service delivery and compliance.

Who is required to file mapping of unique client?

Filing mapping of unique client is typically required for organizations that provide services where client identification and regulatory compliance are necessary, such as financial institutions and service providers.

How to fill out mapping of unique client?

To fill out mapping of unique client, follow the provided guidelines, ensuring all required fields are accurately completed with the client's information, including identity details, contact information, and any specific attributes relevant to their account or services.

What is the purpose of mapping of unique client?

The purpose of mapping of unique client is to ensure that organizations can accurately identify and understand their clients for regulatory compliance, service personalization, risk management, and efficient record-keeping.

What information must be reported on mapping of unique client?

Information reported on mapping of unique client typically includes the client's full name, date of birth, contact details, identification numbers, and any other relevant data that helps distinguish the client uniquely.

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