OfflineClientChangeinClientMasterDetails:

PRECHECK

FollowingprechecktobedonebeforesendingtherequestsforchangeinClient
Master details of offline clients (Trading and Demat accounts) to enable us to
processtherequestsexpeditiouslyandtoavoidpossiblerejections.

1. All clients who have been trading under offline mode and wish to change
theirContactdetails/BankDetails/DematdetailsneedstofilluptheOffline
ClientChangeinClientMasterformsdulysigned.

2. Allholdersarerequiredtosignthemodificationrequestform.Signaturesof
alltheholdersshouldmatchwithSSLrecords

3. ForChangeinContactdetails:

Correspondenceaddressshouldbeinthenameofclientonly,ifitsinthe
name of Spouse relationship proof is must (for e.g. Passport, Marriage
Certificate)whichshouldcontainthenameofyourspouse.

If the address proof provided contains short address or old Land Mark
which does not exist anymore, you can always mention famous Land
Marknearby(fore.g.above,nextto,oppositeto,behindetc)itwillhelp
ustodeliverthecorrespondencetoyouontime.

Permanentaddress should not begin with C/o,Hostel, Shop; Office &It

shouldbeinthenameoftheClientonly.

Validityofsupportingdocuments.Fore.g.billshouldnotbemorethan3
monthsold(Frombillingdate),&Documentshavingvaliditydateshould
notbewithin6monthsoftheexpiryDate.

Mobilenoshouldbein10digits,MentionedSTDorISDcode(Whichever
applicable)whilementioningthecontactnumber.

4. ForChangeinBankDetails

YoushouldbefirstholderinnewBankaccount

MICR and IFSC code should be correctly mentioned and should exactly
matchwiththeproofsubmittedchequeleafismust(whetherprovidedin
originalorphotocopy)thiswillhelpustocredityourdividenddirectlyto
youraccount.

Validityofbankproofdocuments.Fore.g.Bankstatementshouldnotbe
morethan3monthsold

5. ForChangeinDPdetails

YoushouldbefirstholderinDPaccount

Validity of DP proof documents.For e.g. DP holding statement statements,

ClientMasterReportshouldbelatest(Withinoneyear)

DematAccountstatusshouldbeinActivestatus

TheClientMastermustcontaintheSealoftheDPandthesignatureof
the authorized person. Internet statements of Demat Account are not
acceptedasavalidproofofDemat

For Offline Customer Only

(To be submitted in Duplicate)

To,

Client Name

SBICAP Securities Ltd.

Contact No.

'A' Mafatlal Chamber, 2nd Floor,

N. M. Joshi Marg, Lower Parel (E), Mumbai - 400 013.
Tel.: 022 - 4227300/01
For Inquires & Queries email at helpdesk@sbicapsec.com

Branch Name & Code

Submission Date: D D M M Y Y Y Y

Sub.: Application for Change in Client Master (To be Filled in CAPITAL letters only)
Dear Sir,
Please make necessary changes / addition in my/our account/s as per details given below: (PLEASE TICK APPR OPRIATE OPTION TO MAKE NECESSARY CHANGES)

CHANGE TO BE EFFECTED IN :

Trading Account

Depository Account

Trading Code:

Trading + Depository Account

BO ID:

Name of 1st Holder

Name of 2nd Holder

Name of 3rd Holder

CHANGE OF PERMANENT /LOCAL ADDRESS (Proof Required)

Change requested in:

Permanent

Existing Address

Correspondence Address or

Both

New Address

Landmark
City

Landmark
City

PIN*

State

PIN*

State
CHANGE OF MOBILE NO. AND EMAIL ID (Proof Not Required)
Existing Details

New Details

Tel. No.

Tel. No.

Mobile:

Mobile:

Email id:

Email id:
BANK DETAILS (Proof to be submitted for the same)

DEFAULT

New Details

Existing Details

A/c No.
A/c Type:

ADD

A/c No.
Saving

Current

Others _________

A/c Type:

Saving

Current

Others _________

Bank Name

Bank Name

Branch Name

Branch Name

MICR Code: _________________________________________________

MICR Code: _________________________________________________

IFSC Code: __________________________________________________

IFSC Code: __________________________________________________

ADD

DP Details (Proof to be submitted for the same)

DP ID

DP NAME

Other Changes - Please specify change

other than above mentioned

Signature

DEFAULT

CLIENT ID

Addition / Modification / Deletion

( Please Specify)

Existing Details

2nd Holder

1st Holder

New Details

3rd Holder

NOTE: 1. Please furnish proper proofs for change in master. 2. Please submit the same in duplicate for acknowledgment. 3. If changes are to be done in DP - then
all holder as per DP A/c must sign the documents . 4) Please provide supporting documents for Other Changes

For Office Use Only

Scrutiny By Name /
Emp Code
Data Entered By
Verified By
Reference No.

Demat

Trading
BRANCH STAMP

HO STAMP

For any Assistance you may kindly contact your request SSL Branch or Dial Customer Care at our Toll Free: MTNL/BSNL Users: 1800-22-3345
Private Telecom Users: 1800-209-9345write to us helpdesk@sbicapsec.com
l Compliance Officer - Mrs. Dhanashree Kenkre - Email: complaints@sbicapsec.com Contact No.022-42273301
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l

D:\Murali\ClientMasterForm.cdr