PDF Downloads – Investment Architect

Download PDF

Trading

Title	Type	Updated	Link
HUF-Declaration-Trading	pdf	Jul 31, 2024	Download
Trading-Account-Closure-Form	pdf	Jul 31, 2024	Download
Saral_Account_Opening_Form_Version_1.0	pdf	Jul 31, 2024	Download
Account_Modification_Form-combine	pdf	Jul 31, 2024	Download
BSE-Dormant-Account-Activation-Letter	pdf	Jul 31, 2024	Download
SMS-Email-Alerts-Facility	pdf	Jul 31, 2024	Download

KYC

Title	Type	Updated	Link
Rights and Obligation of Beneficial Owner and Depository	pdf	Oct 24, 2024	Download
KYC-Individual-form	pdf	Jul 31, 2024	Download

Investor Complaints

Title	Type	Updated	Link
Investor Complaints - Trading Member	pdf	Apr 03, 2025	Download
Investor Complaints - DP	pdf	Apr 03, 2025	Download

Investor Charter

Title	Type	Updated	Link
Investor Charter-Stock Broker	pdf	Feb 14, 2025	Download
Investor Charter-DP	pdf	Oct 25, 2024	Download

Demat

Title	Type	Updated	Link
Transmission-Joint-Holder-Form	pdf	Jul 31, 2024	Download
Account_Closure_Form	pdf	Jul 31, 2024	Download
Lost-DIS-Form	pdf	Jul 31, 2024	Download
Nomination-Form-BSE-CDSL	pdf	Jul 31, 2024	Download
Transmission-Single-Holder-Form	pdf	Jul 31, 2024	Download

Others

Title	Type	Updated	Link
Policy for voluntary freezig od trading account	pdf	Mar 18, 2025	Download
Policy-for-Handling-Good-Till-Date-Order	pdf	Mar 18, 2025	Download
RSBPL_Policy_for_Inactive_Account	pdf	Mar 07, 2025	Download
Escalation_Matrix	pdf	Aug 02, 2024	Download