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Form Downloads
S.No Forms Purpose
Important Client Documents
1 Rights and Obligations
English, Hindi, Malayalam, Tamil, Telugu, Kanada
Rights and Obligations of Stock Brokers , Sub-Brokers and Clients as prescribed by SEBI and Stock Exchanges
2 Risk Disclosure Documents (RDD)
English, Hindi, Malayalam, Tamil, Telugu, Kanada
Risk disclosure documet for Capital market and Derivatives segments
3 Guidance note
English, Hindi, Malayalam, Tamil, Telugu, Kanada
Guidance note - Do's and Don’t's for Trading on the exchange(s) for investors before you begin to trade
3.1 Important Documents in Vernacular Languages Important Documents in Vernacular Languages
4 Policies and Procedures INDITRADE Policies and Procedures
5 Acknowledgment Acknowledgement the receipt of copies of the documents(Rights & Obligations,RDD,Guidance note, Policies & Procedures) as a part of registration.
Capital Trading Form (For Equities and currencies)
6 Account opening form Format for opening Capital Account
6.1 Capital Account opening form Ver 6.5 Capital Account opening – Individual and NRI
6.2 KYC Income / Occupation Updation For Updating Income / Occupation.
7 Reactivation cum Modification form For reactivation of capital account
8 Trading A/c Closure Letter For closing Capital Trading account
9 Capital Account Modification letter For updating New Address , Bank details , Demat details , Telephone / Mobile no. and E-mail id
10 Demat Account Modification letter For updating New Address , Bank details , Demat details , Telephone / Mobile no. in DP
11 Self Declaration in name mismatch- Capital Self Declaration with reference to Name in PAN and other documents - Capital account
12 Electronic Contract Notes on Email (ECN)- capital To receive the Electronic Contract Note and E- Statements pertaining to Clients trading account and DP Account through E-mail
13 Format to add cash and F&O segments in Mcx Sx For adding segements - Cash Market,F&O, Currency,MFSS in NSE , BSE and MCX-SX
14 Bank Change request – Primary/Secondary Bank Change- Capital Default Bank change request form for capital account
15 Dual mapping - Capital Request for dual mapping - online trade to off line trade.
16 Updating Bank details in Trading & Demat /Account For updating Bank details in Trading & Demat A/c
17 Letter for closing Margin funding - Capital Application required for closing margin funding account
17.1 Fincorp Modification / Addition Format Format for adding / modification of Fincorp account
17.2 AOF for opening South Indian Bank ltd Form for opening Bank account in South Indian Bank
18 Procedure for transmission details: Procedure for transmission
18.1 Transmission Format - NSDL
18.2 Letter of Indemnity
18.3 Affidavit format
18.4 No Objection Letter
18.5 Transmission Format - CDSL
19 Option Letter for BSDA Declaration for availing of Basic Services Demat Account (BSDA) facility - for waving of AMC charges
20 Link your other Demat A/c(s) with INDITRADE trading account To link your Demat A/c with other depositories to your trading account with INDITRADE
21 Request for New DIS Booklet For issue of New DIS Booklet after can
22 POA Form Power of Attorney
Mutual Fund Forms
23 Mutual Fund CRF - NSDL To transfer the Mutual fund holding (Represented by statement of account) into client Depository account
24 Mutual Fund CRF - CDSL To transfer the Mutual fund holding (Represented by statement of account) into client Depository account
Additional forms for Currency
25 MEMBER CLIENT AGREEMENT - BSE
26 MEMBER CLIENT AGREEMENT - MCX - SX
27 MEMBER CLIENT AGREEMENT - NSE
Commodity Trading Form
28 Account opening form Format for opening new commodity account
28.1 Commodity NBFC Form For Loan account opening
29 Reactivation Form - Commodity Trading Account For reactivating commodity account
30 Commodity Trading A/c Closure Letter For closing Commodity Trading account
31 Letter for closing Commodity Fuding & Gold & Loan Against share For closing Commodity Trading account
32 Commodity Account Modification letter For updating New Address , Bank details , Demat details , Telephone / Mobile no. and E-mail id
32.1 Income updation Format for Income Updation Commodity segment
33 Electronic Contract Notes on Email (ECN)- Commodity For Delivery of contract notes to clients-Revised Instructions
33.1 Undertaking for Reactivation of Dormant Commodity Trading Account For Reactivating Dormant Commodity Trading Account in NMCE
34 Self Declaration in name mismatch- Commodity Self Declaration with reference to Name in PAN and other documents - Commodity account
35 Bank Change request – Primary/Secondary Bank Change- Commodity Default Bank change request form for commodity account
36 Dual Mapping- Commodity Request for dual mapping - online trade to off line trade.
37 I-Trade Agreement Form - Commodity Voluntary agreement for Interenet Trading - MCX/NCDEX/NMCE
37.1 Undertaking/Consent letter to trade in Commodity option MCX
Others
38 Account Conversion - Offline to Online( Capital/ Commodity) For account conversion form Offline - Online
39 Account Conversion - Online to Offline ( Capital/ Commodity) For account conversion form Online - Offline
40 Account Conversion - Online to other Online trading platforms ( Capital/ Commodity) For account conversion Online to other Online Trading Platform
41 Branch Transfer Format Request to Transfer form existing branch to other branch
42 KRA - Individuals Key Future Document for Individual (Client Identity form) - Idntity details ,Address Details ,Income Details
42.1 CKYC - Individuals Key Future Document for Individual (Client Identity form) - Idntity details ,Address Details ,Income Details
43 KRA - Non Individuals Key Future Document require Non-Indivudual ex-Public ,Private sector,HUF ,FII etc - Idntity details ,Address Details ,Income Details
44 Non Individual Annexure 03 Details of Promoters/ Partners/ Karta / Trustees and whole time directors forming a part of Know Your Client (KYC) Application Form for Non-Individuals
45 DECLARATION BY FIRM(SOLE PROPPRIETORSHIP)- Capital
46 DECLARATION OF HUF- Capital
47 DECLARATION TO BE GIVEN BY PARTNERSHIP- Capital
48 FORMAT TO BE RESOLUTION IN CASE OF CORPORATE- Capital
49 KRA - KYC Change individuals forms
NSDL & CDSL
49.1 To change ( Bank, Address , telephone no )details in your Demat Account-NSDL Account details modification request form for changing Bank details in Demat A/c
49.2 To change ( Bank, Address , telephone no )details in your Demat Account-CDSL Account details modification request form for changing Bank details in Demat A/c
50 DIS Offmarket Annexure DIS Offmarket Annexure
51 Specimen Signature - Demat Account Signature verification form in case of signature not matching with the documents provided in DP
52.1 Nomination & Cancellation of Nomination form (NSDL) Form for Nomination / Cancellation of Nomination - DP
52.2 Nomination & Cancellation of Nomination form (CDSL) Form for Nomination / Cancellation of Nomination - DP
52.3 Nomination form Nomination forms for the AOF versions 6.1 and 6.2
53 Freeze unfreeze format-NSDL Application for freezing/unfreezing of an account and/or ISIN and/or specific number of securities - NSDL
54 Freeze unfreeze format-CDSL Application for freezing/unfreezing of an account and/or ISIN and/or specific number of securities - CDSL
55 NSDL ( A/c Closure ) Application for closing an account
56 CDSL ( A/c Closure ) Account closure request form
57 CDSL Pledge Form
58 CDSL Unpledge Form
59 NSDL Pldge & Un pledge
60 Rights and Obligations of the Beneficial Owner and Depository Participant Simplification of Demat Account Opening Process
61 Client Acknowledgement Client Acknowledgement of Rights and Obligations of the Beneficial Owner and Depository Participant
61.1 Letter for opting Same Email and Mobile number
Forms for SubBroker
62 Tripartite Agreement Model Tripartite Agreement Between Stock Broker, SubBroker and Client
63 FATCA declaration FATCA declaration for individuals

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