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Segment Activation Request Form: Client Code For Broking Account: Client Name: Date
Segment Activation Request Form: Client Code For Broking Account: Client Name: Date
Segment Activation Request Form: Client Code For Broking Account: Client Name: Date
Client Name:
I/We am/are registered as a client with the captioned code with JM Financial Services Limited (herein referred to as “JMFS”) for
executing my/our secondary market trades from time to time.
In connection with the above, please note that I/we am/are desirous of additionally activating the following Segments/Exchanges for
doing trades/transactions. Please do the needful.
I/We hereby confirm that I/we have read and understood the contents of the 'Rights and Obligation' document(s), 'Risk Disclosure
Document' and 'Guidance Note' provided through a separate booklet. I/We do hereby agree to be bound by such provisions as
outlined in these documents. I/We have also been informed that the standard set of documents has been displayed for information
on JMFS' designated website.
I/We further, confirm having read/been explained and understood the contents of the document on policy and procedures of JMFS
and the tariff sheet.
NSE/BSE Debt
Gross Annual Income Details as on the Date of this Declaration: Income Range per annum (Please Specify)
Below `1 Lac `1 - 5 Lacs `5 - 10 Lacs `10 - 20 Lacs `20 - 25 Lacs `25 - 50 Lacs `50 Lacs - 1 Cr
Above `1 Cr
Net worth as on (Date) `
Net worth should not be older than 1 year. In case of Non-Individual, Gross Annual Income Details and Net Worth both are required.
I/We hereby give my/our consent to JMFS that in future if they receive my/our updated annual income details/net-worth details, if
any, then they are authorized to update the same in my/our broking and/or demat account with them, in my/our records with the
stock exchanges, depositories and/or any other regulated entities, and/or to any regulatory authorities without seeking any
confirmation from me/us in this regard.
Notes:
Incase you are currently activated in the Cash segment and now wish to trade in F&O segment, Currency Derivatives segment or Commodity
segment or all, please provide any one of the following proofs:
(I) Previous year's IT Return Statement
(ii) Previous year's Form 16
(iii) Previous year's Balance Sheet/Profit and Loss Statement (if Company, Firm, etc)
(iv) Salary Slip (not more than 3 months old)
(v) DP Holding Statement (not more than 1 month old)
Signature of Client
If you require any clarifications, please get in touch with your Relationship Manager or branch.
Alternatively you can call us on (91 22) 5023 7000 or write to us at customer.support@jmfl.com
In case of any grievances, please write to us at ig.broking@jmfl.com
Branch Received Stamp & Date HO Received Stamp & Date Maker Sign & Date Checker Sign & Date