Investor Resources
Downloads & Forms
Downloads & Forms
Access client registration kits, mandatory regulatory disclosures, verification documents, policies, and operating instructions.
Compliance & Account Forms
Filter documents by category or search by document name.
KRA Validation Instructions
Verification · PDF
Size: 450 KBDownload
SARAL Account Opening Form (Resident Individuals)
Account Opening · PDF
Size: 1.2 MBDownload
Policy on Freezing & Blocking Client Accounts
Policy · PDF
Size: 320 KBDownload
Mandatory Display Board
Compliance · PDF
Size: 280 KBDownload
Mandatory Display Board (BSE)
Compliance · PDF
Size: 411 KBDownload
Investor Charter (Stock Broker - BSE)
Compliance · PDF
Size: 443 KBDownload
Advisory for Investors
Compliance · PDF
Size: 205 KBDownload
Regulatory Changes on Account of Pledge
Policy · PDF
Size: 52 KBDownload
Rights and Obligations Annexures
Depository · PDF
Size: 2.1 MBDownload
Filing of Complaints on SCORES Portal Guide
Grievance · PDF
Size: 380 KBDownload
Corporate Self Certification Form (FATCA)
Compliance · PDF
Size: 180 KBDownload
Individual Self Declaration Form (FATCA)
Compliance · PDF
Size: 140 KBDownload
Vernacular Client Registration Documents
SEBI mandates client registration kits to be accessible in regional languages. Download the simplified registration and disclosure pack in your preferred language below:
