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) Filled Account Opening Form (attached below)
2) PAN copy of Trust
3) Deed of the Trust
4) Authorised Signatory list
5) Cancelled cheque/bank account statement/ passbook copy, where the account number, name of the Trust, IFSC code are present
6) Filled UBO/FATCA form ( attached below, seal and sign needs to be done on page 3 & 8)
