smifs

Stewart And Mackertich Wealth Management Ltd

NIFTY 10,805.45 13.90 (0.13%)

SENSEX 35,962.93 33.29 (0.09%)

As stated in the new circular from NSE, additional margins shall be made applicable for all equity derivatives in phases starting from 14th September 2018

Sr.No. FORMS / DECLARATION Purpose of the Form PDF
1 COMMON UPDATION/MODIFICATION FORMAT/KRA-KYC, INDIVIDUAL For updating or changing your contact details like contact number, address email id etc. , Also, for updating KYC for Mutual funds same form is applicable. -
i KYC MODIFICATION ADDITION & ACCOUNT REACTIVATION REQUEST FORM (INDIVIDUAL) For Individual Clients PDF
ii KYC MODIFICATION ADDITION & ACCOUNT REACTIVATION REQUEST FORM (NON-INDIVIDUAL) For Non -Individual Clients (HUF, Partnership, LLP, Corporate bodies, Trust, etc.) PDF
III CKYC FORM Additionally for Directors/Trustees/Partners etc. assigned to deal & operate the Trading/Demat Account -
2 ACCOUNT OPENING FORM (AOF) For opening Trading /Demat Account -
i AOF – APPLICATION FORM Account opening form for Individual & Non- Individual PDF
ii MANDATORY AND NON-MANDATORY DOCUMENTS BOOKLET Standard Documents Of Account Opening Form & Client Registration PDF
3 TRADING – SEGMENT ACTIVATION FORM For updating additional Segment i.e. F&O /CDS / Commodity Segment and Exchange (Board Resolution/ Application on Company’s Letterhead Required additionally for Non- Individual Clients) PDF
4 REQUEST FOR UPDATION - BANK & DEMAT DETAILS IN BROKING ACCOUNT For updation/modification of Bank /Demat details PDF
5 FATCA CRS DECLARATION SELF CERTIFICATION FOR INDIVIDUALS For updating FATCA details PDF
6 COMMODITY – ECN DECLARATION Mandatory – ECN Declaration PDF
7 RUNNING ACCOUNT AUTHORISATION For selecting payout frequency from your trading account as per regulatory guidelines PDF
8 APPOINTMENT OF AUTHORISED REPRESENTATIVE IN BROKING ACCOUNT Appointment of Authorized Representative – Revocable Declaration PDF
9 REVOCABLE VOLUNTARY DISCLOSURE FOR INTRADAY PRODUCT TRADING Revocable Voluntary Disclosure For Intraday Trading Facility PDF
10 AOF – MANDATORY POLICIES & PROCEDURES Mandatory Policies and Procedures document describing significant PDF

Registration Numbers: Single SEBI Registration No.: NSE (Cash) NSE (F&O) NSE (CD) BSE (Cash)

BSE (F&O):INZ000161035; CDSL & NSDL SEBI Registration No.: IN-DP-24-2015; AMFI: ARN-3080;

PMS: INP000004623: CIN-U51109WB1993PLC060987

Regd. Office Address: 4, Lee Road, Vaibhav, 5th Floor, Kolkata – 700 020

West Bengal, India; Tel. No.: (91 33) 6634 5400, (91 33) 4011 5400 (91 33) 3051 5400; FAX: (91 33) 2289 3401

For any Grievance mail to : investors@smifs.com, Email: investors@smifs.com; Web Site: www.smifs.com

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