Investor Resources

SEBI Circular dated June 10, 2024: Ease of Doing Investments

Form ISR-5 - Request for Transmission of Securities by Nominee or Legal Heir

SEBI Master Circular for Registrar and Share Transfer Agents

SEBI Circular dated December 27, 2023- Extension of timelines for providing ‘choice of nomination’ in eligible demat accounts and mutual fund folios

SEBI Circular dated November 17, 2023 - Simplified norms for processing investor’s service requests by RTAs and norms for furnishing PAN, KYC details and Nomination

Form ISR-3 - Opt-Out

Form SH-13 - Registration of Nomination

Form ISR-2 - Bank verification for Sign

Form ISR-1 - Registering PAN, Bank etc

Letter for KYC

Updation of Shareholder Information

Form ISR - 4 - Request for issue of Duplicate Certificate and other Service Requests

Form No. SH-14 - Cancellation or Variation of Nomination

Applicable Tax Deduction at Source (TDS)

FORM 15G

FORM 15H

Resident Tax Declaration

Declaration Under Rule 37BC

Steps for Filing Form 10F Online

NO PE Declaration

Non-Resident Tax Declaration

Self Declaration for availment of Treaty Benefit

Joint Shareholders declaration