MANAGED PROGRAM ANNEXURE

For Individual Customers

(To be filled by applicant’s only)

*Mandatory Fields

(FOR BANK USE ONLY) CIF Barcode: Tracker ID*:

YES BANK Managed Program Annexure

YES PRIVATE Variant:
Yes Private Primary (YESPRV1) Yes Private Secondary (YESPRV2)
YES FIRST Variant :
>

YES FIRST Primary (YF1) YES FIRST Secondary (YF2)

YF1OPDT YF2OPDT YFW1 YFGL1 YFGV1 YFL1 YFP1
YES Premia Variant:
✔ YES Premia Primary (YPR1) YES Premia Secondary (YPR2)
YES Prosperity Family Variant:
YES Family Primary (FAM1) YES Family Secondary (FAM2)
Grouping Requests:
Primary Customer Name: MANNAN
Primary Customer ID: Signature of Primary Customer

Secondary Customer Name Proposed Flag Signature of

Secondary Relationship with
(YESPRV2/YF2/YF2OPDT/ (YESPRV2/YF2/YF2OPDT/ Secondary
Cust ID Primary Member
YPR2/FAM2) YPR2/FAM2) Customer

YES FIRST variants: YF1 OPDT – Owner/Promoter/Director/Top Management of Corporate Relationship, YF2 OPDT – YF1OPDT Family Members, YFW1-YES FIRST for
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Women, YFP1 – YES Armed force, IAS/RBI/IPS employees, YFL1 – YES FIRST for Legal Leaders, YFGL1 – YES GLORY for Iconic Leaders, YFGV1- YES FIRST GARV for sportsmen.
I/We, the undersigned, being customers of YES BANK LTD, confirm that I/We have read understood the MITC/Basic guidelines and agree to abide and be bound
by all the provision of Terms & Conditions as displayed on www.yesbank.in
1
I am aware that the YES Prosperity Family & YES Premia Family program is offered at a group family level. In case there are any
account closed leading to a single account only in the group, the same will be reclassified into the most appropriate variant available
in the bank. The schedule of charges of that account will henceforth be applied.

This declaration pertains to YES Prosperity & Premia Family accounts only
1

Net Salary Details* Applicable and mandatory for only YCOP customers

I hereby declare that my monthly net salary is as per the below mentioned bracket
<Rs 1.5 lakhs 1.5 – 3 Lakhs 3-4 Lakhs 4-8 Lakhs >8 Lakhs Signature of the Customer
Minimum montly salary Criteria for YES PRIVATE Program is 8 Lakhs, YES FIRST Program is 3 Lakhs and Yes Premia Program is 1.5 Lakhs

DEMAT & TRADING SERVICE through E-KYC policy (Applicable for Resident Customers)
Sign me up for DEMAT & YES Securities Trading Account
For attractive brokerage and value services. Avail our Value Subscription plans** (VSP)

PLAN 3000 PLAN 10500

Effective Saving ` 7,200 ` 37,200
Complimentary Turnover ` 12,50,000 ` 55,00,000
** Higher value Plans are available basis Investment and Trading needs
I/we hereby authorize YES Securities to contact me/us to complete the ONLINE account formalities for opening
a YES BANK DEMAT & YES SECURITIES Trading Account post activations of YES BANK Saving Account

Signature of 1st Applicant Signature of 2nd Applicant Signature of 3rd Applicant

In case of Minor, guardian’s signature required

Date: D D M M Y Y Y Y
Date: D D M M Y Y Y Y
Date: D D M M Y Y Y Y

Office Use Section

OPDT CRM Linkage – For OPDT Customers Only
Owner Promoter Co-Promoter Director Executive Director Managing Director
Founder Co-Founder Trustee Partner Finance Director
Chief Financial officer Chief Operating Officer Chief Executive Officer Others, Specify
Related Non Individual CUST ID
Non CRM Linkage
YBL Staff- Designation: YES Vijay- Designation:
(1)
Ver - Oct 21
(2) Ver - Oct 21
SA A/C Number: ____________

Email Indemnity - Applicable only for Resident Individual - YES PRIVATE / YES FIRST customers
(Please capture the details as may be required for the purpose of enabling receipt of instructions through e-mail including
the registered e-mail ID which will be used for providing the instructions)

Name of the Account holder/s:

Account No:

Account No:

Account No:
Registered email id of the 1st applicant:

Registered email id of the 2nd applicant:

Registered email id of the 3rd applicant:

TERMS AND CONDITIONS FOR INSTRUCTIONS TO BE GIVEN BY E-MAIL

(only for Non – financial transactions)

To,
YES Bank Limited
I/We, the undersigned, hereby request and authorize you to act and rely on any instructions or communications for any purpose
(including but not limited to the instructions/communications pertaining to the operation of all my/our accounts or to any other facilities
or services that may be provided by you from time to time) which may from time to time be or purport to be given by email through the
e-mail IDs provided hereinabove by me/us (including such instructions/communications as may be or purported to be given by those
authorized to operate my/our account(s) with you) ("Instructions"). I/We understand and acknowledge that there are inherent risks
involved in sending the Instructions to you via registered email and hereby agree and confirm that all risks associated to it shall be fully
borne by me/us and I/we assume full responsibility for the same, and you will not be made liable for any losses or damages including
legal fees arising upon your acting, or your failure to act, wholly or in part in accordance with the Instructions so received.
In consideration of you agreeing, subject to the terms and conditions here under, to act upon the Instructions as aforesaid,
I/We here by irrevocably agree and undertake:
1. That you shall be entitled to act or refuse to act as you see fit, without incurring any liability whatsoever to me or to any other person,
upon any Instructions for any purpose which may from time to time be or purport to be given by registered email as given above
by me/us (including such Instructions as may be or purported to be given by those authorized to operate my/our account (s) with
you), even if such Instructions or Communications are not followed up by written confirmation to you
2. That the Instructions received through the above e-mail IDs shall be conclusively presumed to be duly authorized by me/us and
shall be legally binding on me/us, and I/we alone shall be fully responsible for the same.
3. You shall not be responsible to ensure the authenticity, validity or source of any Instructions so received and shall not be liable if any
Instructions turned out to be unauthorized, erroneous or fraudulent.
4. That you shall be entitled (but not obliged) to keep records of our Instructions given or made by email in such form, physical or
electronic, as you may in your sole discretion deem fit, and your records shall be conclusive and binding on me/us.
5. You shall be entitled to dispose of or destroy any such records at any time as determined by you at your sole discretion; that you
shall be authorized to disclose all instructions as you may deem fit, to your affiliates, counter parties, service providers, regulators
and other authorities or where you are required by law to do so.
6. That you shall be entitled to require any Instruction in any form to be authenticated by use of any password, identification code or
test as may be specified by you from time to time and I/we shall ensure the secrecy and security of such password, code or test and
I/we shall be solely responsible for any improper use of the same;
7. That, notwithstanding the above, you may, under circumstances determined by you in your absolute discretion, require from me/us
confirmation of any of any Instructions in such form as you may specify before acting on the same; and we shall submit such
confirmation to you immediately upon receipt of your request.
8. Pursuant to receipt of Instructions, you shall have the right but not the obligation to act up on such Instruction.
9. Such other terms as provided under www.yesbank.in shall additionally apply and shall be binding on me/us

Signature of 1st Applicant Signature of 2nd Applicant Signature of 3rd Applicant

LIBZA
Name of 1st applicant Name of 2nd applicant Name of 3rd applicant

((3)
5) Ver - Oct 21