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Everything on This Site, in One List
A second way to find any page or document, alongside the main navigation menu.
Pages
- HomeOverview, live market rates and investment products
- Trading PlatformLogins, platform features and app downloads
- About UsOur story since 1980, leadership and values
- ServicesAll 10 investment products
- Partner UsAuthorized Person and Sub Broker programme
- DownloadsApps, software and every form
- FAQAccount opening, charges, payouts and more
- SupportOffices, escalation matrix and bank accounts
- Lodge a ComplaintRaise a grievance with our compliance desk
- Check Complaint StatusTrack a complaint you have already lodged
Account & Trading Services
Documents & Forms
Account Opening
- KYC Form (PDF, opens in a new tab)
- CKYC Template (Individual) (PDF, opens in a new tab)
- CKYC Template — Annexure A1 (PDF, opens in a new tab)
- CKYC Template — Annexure B1 (PDF, opens in a new tab)
- KRA Non-Individual Annexure (PDF, opens in a new tab)
- KRA Non-Individual (PDF, opens in a new tab)
- SARAL Account Opening Form (PDF, opens in a new tab)
JBS Securities Policies
- Freezing / Blocking Online Access of Trading Account (PDF, opens in a new tab)
- Inactive / Dormant Client Policy (PDF, opens in a new tab)
- Policies and Procedures (Equity) (PDF, opens in a new tab)
- Client Code Modification Policy (PDF, opens in a new tab)
- Insider Trading Policy (PDF, opens in a new tab)
- Internal Control Policy (PDF, opens in a new tab)
- PMLA Policy (PDF, opens in a new tab)
- Policy for Unauthenticated News Circulation (PDF, opens in a new tab)
- RMS Policy (PDF, opens in a new tab)
- Surveillance Policy (PDF, opens in a new tab)
Request Forms
- HUF Declaration (PDF, opens in a new tab)
- Mobile / Email Consent Letter (PDF, opens in a new tab)
- FATCA (Individual) (PDF, opens in a new tab)
- FATCA (Non-Individual) (PDF, opens in a new tab)
- Client Declaration About Mobile No. (PDF, opens in a new tab)
- Request Letter for Updation of Income Details (PDF, opens in a new tab)
- Trading / Address / Bank / Demat Account (PDF, opens in a new tab)
- Closing Account (PDF, opens in a new tab)
- Reactivation of Client Code (PDF, opens in a new tab)
- Authorised Person (PDF, opens in a new tab)
- Shares Collateral (PDF, opens in a new tab)
- FEMA Declaration Form (PDF, opens in a new tab)
Demat Forms
- SARAL Account Opening Form (PDF, opens in a new tab)
- Regulation 19 & 20 of SECC Regulation (PDF, opens in a new tab)
- Transposition Form (TPRF) (PDF, opens in a new tab)
- Account Closure Request Form (PDF, opens in a new tab)
- Addition / Modification / Deletion Request Form (PDF, opens in a new tab)
- Dematerialisation Request Form (PDF, opens in a new tab)
- Freeze / Unfreeze Request Form (PDF, opens in a new tab)
- Letter to Modify / Delete Instruction Slip (PDF, opens in a new tab)
- Option Form for Issue of DIS Booklet (PDF, opens in a new tab)
- Pledge Request Form (PDF, opens in a new tab)
- Margin Pledge / Repledge Request Form (MPRF) (PDF, opens in a new tab)
- Margin Unpledge Request Form (MURF) (PDF, opens in a new tab)
- Rights & Obligations of Beneficial Owner and DP (PDF, opens in a new tab)
- Unpledge Request Form (PDF, opens in a new tab)
- PAN Modification (CDSL) (PDF, opens in a new tab)
- CDSL Annexures (PDF, opens in a new tab)
Additional Documents
- Eligibility for Acquiring or Holding Shares (PDF, opens in a new tab)
- Annexure 4 — Rights & Obligations (Gujarati) (PDF, opens in a new tab)
- Annexure 4 — Rights & Obligations (Hindi) (PDF, opens in a new tab)
- Annexure 4 — Rights & Obligations (Marathi) (PDF, opens in a new tab)
- Annexure 5 — RDD (Gujarati) (PDF, opens in a new tab)
- Annexure 5 — RDD (Hindi) (PDF, opens in a new tab)
- Annexure 5 — RDD (Marathi) (PDF, opens in a new tab)
- Annexure 6 — Do's & Don'ts (Gujarati) (PDF, opens in a new tab)
- Annexure 6 — Do's & Don'ts (Hindi) (PDF, opens in a new tab)
- Annexure 6 — Do's & Don'ts (Marathi) (PDF, opens in a new tab)