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CTCL Terminal for Branch

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CTCL Patch for Branch

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VIA VERTEX DIET for Client

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Via Vertex (Android) for Client

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Via Vertex (IOS) for Client

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WelthMagic for Client

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Remote Assistance

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Sl.No Caption Description Download
1. CAPITAL ACCOUNT OPENING FORM CAPITAL ACCOUNT OPENING FORM
2. EMAIL AND MOBILE CHANGE FORM ATTACHED EMAIL AND MOBILE CHANGE FORM ATTACHED
3. Trading Account Reactivation form Trading Account Reactivation form
4. SIGNATURE CHANGE FORMAT FOR DEMAT ACCOUNT SIGNATURE CHANGE FORMAT FOR DEMAT ACCOUNT
5. NAME CHANGE FORMAT FOR DP & KYC NAME CHANGE FORMAT FOR DP & KYC
6. CLOSING FORM DP & TRADING( ANNEX-Q ) CLOSING FORM DP & TRADING( ANNEX-Q )
7. BANK MODIFICATION FORMAT DP & KYC BANK MODIFICATION FORMAT DP & KYC
8. Reactivation Letter Format MCX Reactivation Letter Format MCX
9. C-KYC Form C-KYC Form
10. DDPI DDPI
11. Nomination Nomination
12. CLIENT MASTER CHANGE FORMAT CLIENT MASTER CHANGE FORMAT
13. FINANCIAL UPDATION FINANCIAL UPDATION

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Attention
“Payout requests and credits will not be processed on Exchange Clearing holidays as the settlements (pay in and payout of funds and stocks) does not happen with Exchange clearing houses”.| No need to issue Cheque by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account. | KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary. Prevent Unauthorised transactions in your account --> Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day .......... Issued in the interest of investors. We would like to bring to your attention that unauthorised / illegal SMSs are being sent in the name of Vertex, recommending certain scrips. We advise you to exercise caution and verify its authenticity before you act on a recommendation received via SMS or email. All SMSs/ email recommendations for the day that are sent by Vertex, can be verified by visiting our trading site. Message from Exchanges and Depositories : The mentioned 6 KYC attributes ( Name, Address, PAN, valid Mobile number , valid Email id & Income Range) shall be mandatory in a client profile w.e.f August 1st 2021 for newly registered clients and September 30, 2021 for existing clients. Accounts without the mentioned 6 KYC attributes shall be considered as non-compliant accounts. Issued in the interest of investors……