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Update Financial & Occupational Info Form

This document is a financial and occupational details modification form submitted to Indiabulls Securities Limited to update a client's trading ID, demat account number, additional financial details like annual income and occupation, and provide supporting documents. The client provides their trading ID, demat account numbers, selects their updated financial status, occupation, and if applicable, the nature of service or business. They also attach valid financial documents like income tax returns, salary slips, bank statements, or company documents to support the updated details. The form notifies clients to check the status of the modification request by calling or emailing the company 5 working days after submission.

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Atul Kapoor
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255 views1 page

Update Financial & Occupational Info Form

This document is a financial and occupational details modification form submitted to Indiabulls Securities Limited to update a client's trading ID, demat account number, additional financial details like annual income and occupation, and provide supporting documents. The client provides their trading ID, demat account numbers, selects their updated financial status, occupation, and if applicable, the nature of service or business. They also attach valid financial documents like income tax returns, salary slips, bank statements, or company documents to support the updated details. The form notifies clients to check the status of the modification request by calling or emailing the company 5 working days after submission.

Uploaded by

Atul Kapoor
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

FINANCIAL & OCCUPATIONAL DETAILS MODIFICATION FORM

To, Date: DD / MM / YYYY


INDIABULLS SECURITIES LIMITED
Account Opening Department,
12th Floor, Tower-A, Building No. C 5,
DLF Cyber City, DLF Phase-3, Gurgaon-122002,Haryana.

Dear Sir/Madam,
I/We request you to update below mentioned Financial & Occupational Details in my/our Account with Indiabulls
Securities Limited:

Trading ID



Demat Account Number
(Please write your 8 digit DP ID) (Please write your 8 digit Client ID)
( Please tick whichever is applicable)
Additional Financial Details
Financial Status (Annual
Income)
< Rs. 1 Lakh

Rs. 1 5 Lakh

Rs. 5 10 Lakh

Rs. 10 25 Lakh

Rs.25 Lakh - 1 Crore

> Rs 1 Crore
Occupation
Service

Professional

Self employed

Student

Housewife

Business

Retired

Others (Specify) _________________

If Service is selected, then please provide the nature of service undertaken:

Central Govt.

State Govt.

Public/Private Sector


NGO


Statutory Body

Others (Specify) _________________
If Business is selected, then please provide the nature of business undertaken

Nature of Business (Products/services provided): ___________________________________________________

Enclosed are the valid financial proof(s) in support of the financial status declared above.

Name(s)


Signature(s)
First/Sole Holder Second Holder Third Holder
All Demat account holder(s) need to sign
List of Documentary evidence of financial details List of Documentary evidence of financial details (incase of
Company Accounts)
1. Copy of ITR Acknowledgement (for last financial year)
2. Copy of Form - 16 in case of salary income (Last
financial year)
3. Net worth certificate (latest one or at the end of last
financial year)
4. Salary Slip (for one month in current financial year)
5. Bank account statement (for last 6 months)
6. Copy of latest Demat account holding statement
1. Copies of the balance sheet for the last 2 financial years
(copies of annual balance sheet to be submitted every year
duly attested by CA)
2. Copy of ITR Acknowledgement (For last two financial years)
3. Copy of Annual Report (last two financial years - for non
individuals duly attested by CA)
4. Net worth certificate (latest one or at the end of last financial
year duly attested by CA)

Please note that you can call us on our helpline No. 0124-4572444 or mail us at helpdesk@[Link] on the 5th working day
from the submission of the documents (i.e. if you have submitted the documents on Monday either in the branch or directly to the
H.O. then call us on Friday after 2:30 p.m.) to check the status. Version 1.4

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