Transcription of APPLICATION FOR CLOSING AN TRADING/ DEMAT …
1 Kotak I n nity,8th F loor, B ld g; 1,In nity Park , O Western Express Highway, Goregaon Mulund Lin k Road, Malad ( E ) ,Mumbai 400 097 (022) 4285 6825 DATEDDMMYYYYAPPLI CATION FOR CLOSING AN TRADING/ DEMAT ACCOUNT (NRI) Dear Sir/Madam, 1. I / We hereby reques t you to c los e my/ our account with you a s per foll owing deta ils:Name of the holder(s) Sole/ First Holder Second Holder Third Holder 2. R ea s on/ s for Cl os ure of T rading/ depository acco unt: _____3. Cl ie nt ID ( of account to be cl osed)Trading Code DEMAT A ccount No. DP ID :IN300214 4. P leas e tic k the applic abl e option(s) Option A [There are no balances / holdings in this account ] Option B [Transf er th e bal ances / holdi ngs in this account as per detai ls given] Transfer to my / our own account dna sliated tnuocca tegrat edivorP( fo tropeR retsaM tneilC esolcne )tnuoccA tegraT tnuocca rehto yna ot refsnarT yrevileD dellif ylud timbuS( ) pilS noitcurtsnI ro )s(redloh lla yb dengiso )s(redloh AOP yb dengiso Target Account Details LDSN LSDC DP ID Client ID Option C [Remateri al is e / Reconvert ( Submit d ul y lled Remat / Reconversi on R equest F ormfo r mutual fund units)] 5.
2 Mobi le number/ L a ndline Number: _____Pl ease do the needful at the ear liest and arrange to refund the balance (if any) in the said Trading agree with the Ledger balance And/ Or Stock lyingin my trading code and DEMAT account as on the sai d date andhave no dispute with respect to the said igna ture(s)Ac knowledgementWe hereby acknowledge the recei pt of the your r equest for CLOSING t he fo llowing Account subject t o veri cat io n:having cli ent id- DP ID IN300214 Trading CodeClient i dDateD D M M Y Y Y Y Name of S ole / First Holder : _ _____ Name of S econd Holder : _____ Name of T hird Holder : _____Your requestwill be processed withina tentative per iod of 10working days f rom the date of receipt of compl et e documents. In case of queries r egarding the status of the request, We request you to call on Customer Service No.
3 1800 209 9191 DEMAT related complaints write at For a ny other querie s or c ompl ai nts write at ser vic Kotak In nity , 8th Floor, Bldg. , In nity Par k, O Western Express Hig hway, Gen Vai dya Marg, Mal ad (E), Mumbai - 400 097 Tel .: 91-22- 4285 6825 April 2021 Instruction/Notes : 1. Please surrender all unutilized Instruction Slips along with this Closure Request. 2. Account will be closed, subject to NO HOLDINGS andSIGNATURE VERIFICATION as on records. 3. In case of joint holders, all holders must sign. 4. Please clear the DP dues if any. 5. In case of any Mutual Fund holdingsat the time of closure, you may either redeem the same or get it transferred (Note: The ARN shall be changed from Kotak Securities Limited (KSL) to the targetdistributor s ARN, as specified by you or to the offline ARN of KSL if no ARN is mentioned by you on conversion request ) 6.
4 In case of closure cum transfer case, theBO should submit duly certified (signed and stamped) Client Master Report (CMR) obtained from the target Participant. 7. Please note that once your TRADING/ demataccount is closed, all active and running SIP s sourced through our portal/any online mode will be deemed to be cancelled with immediate effect. 8. In case you haveSGB in your DEMAT account and wish to process inter-depository transfer, you are requested to give remat request to KSL along with closure documents. You are alsorequested to give DEMAT request simultaneously to the CDSL Target DP for seamless transfer of SGB units. For any further details contact customer servic
