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INDEX S. No.Name of the DocumentBrief Significance of the DocumentPage NoMANDATORY DOCUMENTS AS PRESCRIBED BY FMC & EXCHANGES 1.KYC (Account Opening) application formKYC form Document captures the
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How to fill out policy for inactive clients

01
Start by gathering all information and documentation related to the inactive clients.
02
Review the company's policy on inactive clients to ensure compliance with regulations and internal guidelines.
03
Determine the criteria for classifying a client as inactive, such as lack of activity for a certain period of time.
04
Fill out the necessary fields in the policy form, including client details, reason for inactivity, and any actions to be taken.
05
Double-check the information provided and make any necessary corrections before submitting the completed policy form.

Who needs policy for inactive clients?

01
Financial institutions such as banks, credit unions, and investment firms who have inactive clients that need to be properly managed and monitored.
02
Companies that provide services or products with long-term contracts or subscriptions where clients may become inactive over time.
03
Any organization that wants to establish clear guidelines and procedures for handling inactive clients in a systematic manner.
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The policy for inactive clients outlines the procedures and guidelines that companies must follow regarding clients who have not engaged in any transactions or maintained active accounts for a specified period.
Companies and organizations that manage client accounts and need to report on client activity are required to file policy for inactive clients.
To fill out the policy for inactive clients, you typically need to provide client identification information, the duration of inactivity, and any relevant communication attempts made to re-engage the client.
The purpose of the policy for inactive clients is to ensure compliance with regulatory requirements, manage risks associated with inactive accounts, and maintain accurate records of client engagement.
The information that must be reported includes the client’s name, account number, period of inactivity, and any communications made regarding the inactivity.
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