Please note
- The client sign-up needs to be done by going to the dashboard -> Add new client -> Fill up the details of the client -> Request OTP -> Client got added in your dashboard.
- The client should be KYC registered, If the client has eKYC or Old KYC, the client should do offline KYC.
- The following soft copy documents are required for online account creation, it will take 1-2 working days for verification and activation of the account.
- The account details need to be filled in by creating a client code, share the client code details with the concerned RM or raise a support ticket or send Email to operations@assetplus.io, our team will check and proceed with processing of the account with the BSE for activation.
Documents required for account activation are :
1) Account Opening Form (AOF) (attached below)
2) PAN copy of HUF Karta
3) Cancelled cheque/bank account statement/ passbook copy, where the account number, name of the HUF Karta, IFSC code are present
4) Filled UBO/FATCA form ( attached below, seal and sign needs to be done on page 3 & 8)
Once the account is activated, the client can proceed for online transactions.
