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Advisory for Investor

Advisory – KYC Compliance

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CKYC Form for Individual

CVL KYC Form with Annexure Non Individual

CVL KYC Form Individual

FATCA Non Individual

FATCA Individual

KYC Individuals

KYC Non-Individuals

Standard Documents

Procedure For Opening an Account

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RMS Policy

PMLA Policy

GTT Policy

Policy for Inactive clients

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Investor Awareness

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March 2022

March 2023

March 2024

March 2025

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March 2021-22

March 2022-23

March 2023-24

Download Client Registration Documents (Rights & Obligations, Risk Disclosure Document, Do’s & Dont’s) in Vernacular Language:
BSE Notice 20160711-11 Dt 11-07-2016
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