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Register for CDSL's SMS Alert facility - SMART and obtain alerts for any debits
or credits due to a corporate action, in your demat account. |
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Accept the DIS book from your DP, only if each slip has been pre-printed with a
serial number along with your demat account number and keep it in safe custody. |
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Always mention the details like ISIN, number of securities accurately. In case of
any queries, please contact your DP or Broker. |
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Ensure that all demat account holder(s) sign on the DIS and please strike out any
blank space on the slip. Cancellations or corrections on the DIS should be
countersigned by all the account holder(s). |
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Submit the DIS ahead of the delivery date for all type of market transactions. DIS
can be issued with a future execution date. |
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Intimate any change of address or change in bank account details to your DP immediately.
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Check the demat performance of the issuer company with your DP before sending certificates
for demat. Before sending the shares to DP for dematerilastion please check with
DP whether that company is in demat list or not. |
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Before granting Power of Attorney to anyone to operate your demat account, carefully
examine the scope and implications of powers being granted. |
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The demat account has a nomination facility and it is advisable to appoint a nominee,
in case of sole account holders. |
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Ensure that, both, your holding and transaction statements are received periodically
as instructed to your DP. You are entitled to receive a transaction statement every
month if you have any transactions and once a quarter if there has been no transactions
in your account. |
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Check your demat account statement on receipt. In case you notice any unauthorized
debits or credits, contact your DP for clarifications immediately. |