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JDA Capital Services Limited

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Investor resources

Downloads

Forms. Policies. Investor Resources.

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(Formerly known as Beeline Broking Limited)

Account forms

Forms for Your Account

Account opening · KYC · Modification · Nomination · Account closure

KYC Form (Broking)Download
KYC Form (Commodity)Download
Account details addition / modification FormDownload
Change of Name FormDownload
Letter to modify SignatureDownload
Nomination FormDownload
Account Closure Request FormDownload
HUF Family DeclarationDownload
Board Resolution (KYC)Download
Board Resolution (DP)Download
Depository forms

Manage Your Securities Account

DIS-related · Transmission · Rematerialisation

Request Form for issuance of DIS bookletDownload
Transmission Form along with DRFDownload
Transmission request Form (Joint Holder)Download
Transposition FormDownload
Remat request FormDownload
Freeze-Unfreeze Request FormDownload
BSDA FormDownload
Form to be submitted by BO on attaining MAJORDownload
Do's and Don'ts of DPDownload
Policies

Our Policies & Procedures

Risk Management (RMS) PolicyDownload
Surveillance PolicyDownload
PMLA / AML PolicyDownload
Insider Trading PolicyDownload
Dormant Account PolicyDownload
Voluntary Freezing PolicyDownload
Referral Incentive Scheme PolicyDownload
Code Changes & Modifications in Error PolicyDownload
Pre-funded Instrument / Electronic Fund Transfer PolicyDownload
Policies and ProceduresDownload
All other documents

Investor Documents & Reports

Offer documents and track record are available on the Prospectus and Track Record pages.

Investor CharterDownload
Investor Complaints DataDownload
Advisory for InvestorsDownload
Annual Report 2021-2022Download
Form MGT-7 Annual Return 2021-22Download

Before Submitting a Form

Please read the instructions on each form, complete every required field and attach the listed supporting documents. Incomplete forms may be returned.

Additional Resources

Related pages that may help you.

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