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INVESTOR CHARTER FOR DEPOSITORY PARTICIPANTSAnnexure A1. Vision Towards making Indian Securities Market Transparent, Efficient, & Investor friendly by providing safe, reliable, transparent and trusted

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Gather all necessary information about the investor and custodian.

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03

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04

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Who needs investor charter - custodian?

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Investors who are looking to appoint a custodian to manage and safeguard their investments.

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Custodians who require formal documentation from investors to establish their roles and responsibilities.

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What is investor charter - custodian?

Investor charter - custodian is a set of guidelines and standards that outline the responsibilities and obligations of a custodian towards investors.

Who is required to file investor charter - custodian?

Custodians who hold assets on behalf of investors are required to file investor charter - custodian.

How to fill out investor charter - custodian?

Investor charter - custodian can be filled out by providing information about the custodian's services, fees, investment policies, and procedures for handling investor assets.

What is the purpose of investor charter - custodian?

The purpose of investor charter - custodian is to ensure transparency, accountability, and protection of investor assets.

What information must be reported on investor charter - custodian?

Information such as custodian's contact details, services offered, fee structure, investment policies, and procedures for handling investor assets must be reported on investor charter - custodian.

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