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Change of Contact Details Process

This document provides instructions for changing contact details in trading and depository accounts, including address and contact number updates. It outlines required supporting documents and specifies that all account holders must sign modification requests. Signatures must match records and mobile numbers should not be on do not call lists.
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0% found this document useful (0 votes)
13 views1 page

Change of Contact Details Process

This document provides instructions for changing contact details in trading and depository accounts, including address and contact number updates. It outlines required supporting documents and specifies that all account holders must sign modification requests. Signatures must match records and mobile numbers should not be on do not call lists.
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as RTF, PDF, TXT or read online on Scribd

Contact Details:

PRE-CHECK
Following pre-check to be done before sending the requests for
modification in
contact details (Trading and DP accounts) to enable us to
process the requests expeditiously and to aoid possible re!ections"


#" $orrespondence address should be in the name of client only%
if it&s in the name
of 'pouse% relationship proof is must (for e"g" Passport%
(arriage $ertificate) which should contain the name of your spouse"

)" *f the address proof proided contains short address or
old +and (ark which does not exist anymore% you can always mention famous +and (ark
nearby (for e"g"
aboe% next to% opposite to% behind etc) it will help us to
delier the
correspondence to you on time"

," Permanent address should not begin with $-o% .ostel% 'hop/
0ffice 1 *t should be
in the name of the $lient only"

2" 'upporting documents should be self attested (whether proided
in original or
photocopy)

3" 4alidity of supporting documents"-For e"g" bill should not be more
than , months
old (From billing date)% 1 Documents haing alidity date
should not be within 5 months of the expiry Date"

5" 6ll holders are required to sign the modification request form"

7" 'ignatures of all the holders should match with ''+ records"

8" (obile no should be in #9 digits% (ention 'TD or *'D
code (:hicheer applicable)
while mentioning the contact no"

;" (obile <o proided should not be registered in DO NOT CALL +ist
(To be submitted in Duplicate)
To%
!"CAP ecu#ities Ltd$
$lient <ame ====================================================
>6& :ing% )nd Floor (afatlal $hamber%
$ontact <o" ====================================================
<" (" ?oshi (arg% +ower Parel (@ast)%
'ubmission DateA D D ( ( B B B B
(umbai 299 9#,"
Re: C%an&e in Add#ess and Contact Details
Dear 'ir-(adam%
Please make necessary change-s - addition in my - our account-s as per details gien below" (Please tic' app#op#iate option to ma'e necessa#( c%an&es)
CHAN)E TO !E E**ECTED "N: Trading 6ccount Depository 6ccount Trading C Depository 6ccount
Trading $odeA D0 *DA
Name o+ ,st Holde#
----------------
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----
Name o+ .nd Holde#
-----------------
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Name o+ /#d Holde#
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CORREPONDENCE ADDRE O* HOLDER
E0istin& Details Ne1 Details
Duilding - Tower - 6partment - Palace - $hamber - (ansion Duilding - Tower - 6partment - Palace - $hamber - (ansion
'treet - Eoad - (arg - +ane - 6enue - Easta 'treet - Eoad - (arg - +ane - 6enue - Easta
$ity - District $ity - District
'tate - $ountry 'tate - $ountry
Pincode ((andatory) Pincode ((andatory)
PER2ANENT ADDRE O* HOLDER
E0istin& Details Ne1 Details
Duilding - Tower - 6partment - Palace - $hamber - (ansion Duilding - Tower - 6partment - Palace - $hamber - (ansion
'treet - Eoad - (arg - +ane - 6enue - Easta 'treet - Eoad - (arg - +ane - 6enue - Easta
$ity - District $ity - District
'tate - $ountry 'tate - $ountry
Pincode ((andatory) Pincode ((andatory)
CONTACT DETA"L O* HOLDER
E0istin& Details Ne1 Details
Telephone A TelephoneA
(obile A (obile A
@mail *d A @mail *d A
Note: ,$ Please +u#nis% p#ope# p#oo+s +o# c%an&e in maste#$ .$ "+ c%an&es a#e to be done in DP - t%en all %olde# as pe#
DP A3c must si&n t%e documents$
*-:e hereby declare that the details furnished aboe are true and correct to the best of my-our knowledge and
belief and *-we undertake to inform you
of any changes therein immediately in writing"
'D * $ 6 P ' e cu r it ie s + t d " 'D * $ 6P 'e c u r i tie s +t d " 'D *$ 6 P 'D *$ 6 P 'e c u r it ie s + t d " ' D * $6 P ' e cu rit ie s + t d " ' D *$ 6 P 'D * $6 P 'e c u r it i e s + t d " 'D * $ 6P 'e c u r it ie s + t d " ' D * $ 6P
Holde#
F. '. T.
'e cu r it ies + td " 'D *$ 6 P ' e cu r itie s + t d " 'D * $6 P 'ec u r i t ie s + t d " 'e c u rit ie s + td " 'D *$ 6P ' ec u r itie s + t d" ' D *$ 6P ' ec ur it ie s + t d " 'e cu rit ie s +t d " 'D * $ 6P 'e cu r it ies + t d " 'D *$ 6 P 'e cu r it ie s + t d "
i&natu#e
'D * $ 6 P ' e cu r it ie s + t d " 'D * $ 6P 'e c u r i tie s +t d " 'D *$ 6 P 'D *$ 6 P 'e c u r it ie s + t d " ' D * $6 P ' e cu rit ie s + t d " ' D *$ 6 P 'D * $6 P 'e c u r it i e s + t d " 'D * $ 6P 'e c u r it ie s + t d " ' D * $ 6P
'e cu r it ies + td " 'D *$ 6 P ' e cu r itie s + t d " 'D * $6 P 'ec u r i t ie s + t d " 'e c u rit ie s + td " 'D *$ 6P ' ec u r itie s + t d" ' D *$ 6P ' ec ur it ie s + t d " 'e cu rit ie s +t d " 'D * $ 6P 'e cu r it ies + t d " 'D *$ 6 P 'e cu r it ie s + t d "
'D * $ 6 P ' e cu r it ie s + t d " 'D * $ 6P 'e c u r i tie s +t d " 'D *$ 6 P 'D *$ 6 P 'e c u r it ie s + t d " ' D * $6 P ' e cu rit ie s + t d " ' D *$ 6 P 'D * $6 P 'e c u r it i e s + t d " 'D * $ 6P 'e c u r it ie s + t d " ' D * $ 6P
'e cu r it ies + td " 'D *$ 6 P ' e cu r itie s + t d " 'D * $6 P 'ec u r i t ie s + t d " 'e c u rit ie s + td " 'D *$ 6P ' ec u r itie s + t d" ' D *$ 6P ' ec ur it ie s + t d " 'e cu rit ie s +t d " 'D * $ 6P 'e cu r it ies + t d " 'D *$ 6 P 'e cu r it ie s + t d "
Holde#4s Name *o# O++ice 5se Onl( Demat T#adin& 'crutiny Dy <ame @(P $ode !RANCH TA2P HO TA2P Data @ntered Dy 4erified Dy Eeference <o" Contact us:
Toll FreeA (T<+-D'<+ FsersA #899-))-,,23 - Priate Telecom FsersA #899-)9;-;,23 0r @-mailA
helpdeskGsbicapsec"com E!" Re& n$ No:
D'@ $(A *<D 9##93,9,# * <'@ $(A *<D ),#93);,8 1 F10A *<F),#93);,8 * DP '@D* Eeg <oA *<-DP-$D'+-,79-
)995 DA H( u rl i H6 d d r e ss 1 $ o n t ac t d et a i ls $ h an ge Fo r m" p 5 3

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