Account Opening Kit

Portfolio Management Services
Equity kyc forms
1 KYC AUG2011 - GUIDANCE NOTES
2 KYC AUG2011 - IBT DECLARATION
3 KYC AUG2011 - INDEX PAGE
4 KYC AUG2011 - INSTRUCTION-CHECKLIST
5 KYC AUG2011 - KYC FORM
6 KYC AUG2011 - NON-MANDATORY POLICIES
7 KYC AUG2011 - POLICIES & PROCEDURES
8 KYC AUG2011 - RIGHTS AND OBLIGATIONS
9 KYC AUG2011 - RISK DISCLOSURE DOCUMENT
10 KYC AUG2011 - RUNNING ACCOUNT & VERBAL ORDER
11 KYC AUG2011 - TARIFF SHEET
12 KYC AUG2011 - TRADING ACCOUNT RELATED DETAILS

Disclaimer: Products offered by Stewart & Mackertich Wealth Management Limited(Registered Portfolio Manager with SEBI Regn. No. INP000004623 CIN No.U51109WB1993PLC060987) and having registered office at Vaibhav Plaza, 4 Lee Road, 5th Floor, Kolkata – 700 020 Email: investors@smifs.com. This information does not purport to be an invitation or an offer for services, client is required to take independent advice before opting for any service. Securities investments are subject to market and other risks and client should refer to the Disclosure document carefully. Disclosure document is available on our website www.smifs.com, please acquaint yourself with these before investing.