Request Letter for activation of new segment & reactivation of Dormant Trading Account

(Individual & Non-Individual account)

Date: _______________
To:
M/s Inventure Growth & Securities Ltd (IGSL)
201, Viraj Towers, Near Land Mark,
W.E. Highway, Andheri (E), Mumbai- 400069

Dear Sir,

Sub: Request for reactivation of the Trading Account.

Client Name :
_____________________________________
Ref: Client / Trading Account No:

I/We, having the above referred Trading Account maintained with you based on duly filled and signed Client Registration
Form along with the relevant KYC supporting documents provided by me/us at the time of Opening the Trading Account.
Due to some unavoidable reasons, I/we could not place/execute any trades/orders in the said account, since last 12
months, resulting in the account been kept under “Inactive” mode at your end as “Dormant Account”. However, I/we have
decided to start the trading activity and hence request you to kindly “Reactivate” the Account to enable us to trade in the
account.

1. I/we request you to activate my/our Trading Account for the following Trading Segments: (Please sign for the
segments you want to activate and also signed on existing segments.
(Please note the trading preference informed by you earlier will continue until we receive instruction from you for
modifying the same)

Stock
Exchang Market Segment/s
e

NSE Cash  F&O  Currency 

BSE Cash  F&O  Currency 

MSEI Currency 
NSE Mutual Fund Service System (MFSS) 
BSE Star Mutual Fund 
I/We confirm that this letter will form part of my/our Account Opening Form (AOF) submitted by me/us at the time of
my/our registration as your Client, and I/We state that all terms & conditions as stated in all documents attached to
the AOF will be applicable and binding to me/us.

I/We also attach duly filled Tariff Sheet signed by me/us and counter signed by your Sub broker (S.B.)/ Authorised

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 Person (AP) / Branch Manager (BM) for the additional Exchange(s) / Segment(s).

Tariff
Particulars NSE BSE CM BSE/NSE F&O NSE CDS BSE/MSEI CDS
CM Future Option Future Option Future Option
Trading % 1st leg 2nd Leg 1st leg 2nd Leg 1st leg 2nd Leg 1st leg 2nd Leg 1st leg 2nd Leg

1st leg 2nd Leg 1st leg 2nd Leg 1st leg 2nd Leg 1st leg 2nd Leg 1st leg 2nd Leg
Minimum
Delivery %
Minimum

The above rates are exclusive of transaction charges, stamp duty, security transaction tax and GST, which will be
charges extra at the rate prevailing from time to time. The general rates as mentioned here shall be applied unless
the special rates as may be agreed by the S.B/ AP/ BM/ Introducer & client and the same are mentioned here.
Additionally delay payment charges 18% or __% p.a. will be applicable on debit balance of client.

________________ _______________ ____________________

Client Signature  SB/AP/BM Signature  Stock Broker Signature 
I/we am/are enclosing here with the proof for latest financial information. (Compulsory for activation of
2.
trading in F&O & Currency derivatives segments- any one)
 Latest IT Return  Networth Certificate  Last Six Months Bank Statement
 Latest DP Holding Statement  Form 16/ Latest Salary Slip  Latest Balance Sheet

3. I/we have read & understood the contents of the Right & Obligation, Risk Disclosure Documents, Policies and
Procedures, Do’s & Don’ts etc. available in your web-site (http://www.inventuregrowth.com/) in English & vernacular
language ( as applicable to current trading practices and I/we agree to abide by the same.

4.  I/we confirm that there is/are no change in my/our key KYC details like, Address, PAN Number, ID Proof, and
Telephone Number, Depository and Bank Account for all Pay-in and Pay-out obligations etc.,
OR
 Changes in the KYC details are separately given for updation along with required document proof.
*Application for Changes in Client Master, KRA & CKYCR- Please Contact to our AOT Team of IGSL (TRADING & DP) on 022-
71148500 Ext: - 645/518 & writer on email: - crm@inventuregrowth.com / avinash.bhosale@inventuregrowth.com.

5. I / We herewith are attaching latest copies of below mentioned documents with self-attested:

For Individual:- I / We herewith are attaching latest copies of below mentioned documents with self-
attested:
 PAN Card  Aadhar Card
 Address Proof (if it differ other than aadhar  Latest Bank Statement & Cancelled cheque
details)
 IT return proof (Compulsory for trading in F&O and Currency derivative segment)

For Corporates/Partnership Firm

 List of Directors/Partners (require pan &
address proof for new director/promoter if any)
 Latest Share holding pattern
 Board resolution if any change in authorization
to trade/sign/deal etc.., add new segment,
 Latest Balance sheet or networth certificate
 MOA/AOA and Partnership deed if any change
 If any change in directorship, promoter, partner,
address and name of company then ROC copy with

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 reactivation of dormant account/ Partnership challan to be submitted and requisite documents.
authorization letter
 Pan Card of company/Partnership Firm  Bank Statement & cancelled cheque
 Aadhar Card/ Address Proof (in case it differs from Aadhar details)
6. KYC details for Client (Mandatory to field by client)
Name
Address

Mobile No. (Mandatory) Tel. No.:

E-Mail ID (Mandatory)
Income Range (Per Annum) Below Rs.1lac Rs.5 lacs to Rs.10 lacs Above Rs.25 lacs
(Tick Mark) Rs.1 lac to Rs.5 lac Rs.10 lacs to Rs.25 lacs
Value of Investment
Net worth (Company) Rs. as on / /
Rs. lacs as
certificated as end 20
Trading Activities Investment Arbitrage Trading
 Number of years of investment/trading experience:
 Please tick, if applicable: Politically Exposed Person (PEP)/ Related to a Politically Exposed Person (PEP)
 Whether you wish to avail of the facility of internet trading/wireless technology (please specify):
 Whether you wish to avail of the facility of Research call on your mobile & email id:- Yes/No
(if yes please specify):
 Whether you wish to avail of the Mutual Fund facility:- Yes/No
 NOMINATION DETAILS (for individuals only)
I/We wish to nominate I/We do not wish to nominate
Name of Nominee: Relationship with the nominee:
Address and phone no. of the Nominee:

PAN of Nominee: Date of Birth of Nominee:

If nominee is minor, details of guardian:
Name, address and phone no of guardian:
Signature of guardian

I/We hereby declare that the details furnished above are true and correct to the best of my/our knowledge
and belief and I/We undertake to inform you any changes therein, immediately. In case any of the above
information is found to be false or untrue or misleading, I/We am/are aware that I/We be held liable for it. In
case of any further information / details / documentation required by you; I/We give my/our commitment to
adhere to the same.

Name (s) of the Client/Authorised Signatory


Signature of Client /Authorised Signatory with rubber stamp in case of Non-Individual)
Date: / / Place:
For Office Use Only
Documents Accepted by: Documents Verified by:
Branch Code (if applicable)

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Name of the Employee &
Code
Designation of the Employee Activation Done by:
Date
Signature

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