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Policy For Treatment Of Inactive Client Accounts.pdf

Policy for treatment of Inactive Client Accounts.pdf
Preview of Policy for treatment of Inactive Client Accounts
🔗 Source: jlshah.co.in
📊 Size: 132 KB
👤 Author: Administrator
⬇️ Downloads: 54

Summary

J. L. Shah Securities Pvt. Ltd. considers a client account inactive if no transactions occur within 12 months. Inactive accounts are blocked from new transactions. Reactivation requires an email, written, or telephonic request from the client, along with updated proofs as per SEBI norms, and fresh documentation, due diligence, and IPV if reactivation is requested after 2 years from the last trading date.

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Description

J. L. Shah Securities Pvt.

Technical Information

  • File Format: PDF
  • File Size: 132 KB
  • Pages: 1
  • Language: EN
  • Author: Administrator
  • Total Downloads: 54
  • Last Updated: 19 hours ago

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This PDF document about Policy for treatment of Inactive Client Accounts provides comprehensive information and guidance. Whether you're a beginner or advanced user, this resource offers valuable insights into Policy for treatment of Inactive Client Accounts.

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Policy guidePolicy tutorialtreatment guidetreatment tutorialInactive guideInactive tutorialClient guideClient tutorialAccounts guideAccounts tutorial

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