Investor Charter

Date Caption PDF/Link
April 2024 Investor Charter Stock Broker April - 2024
March 2024 Investor Charter Stock Broker March - 2024
February 2024 Investor Charter Stock Broker February - 2024
January 2024 Investor Charter Stock Broker January - 2024
December 2023 Investor Charter Stock Broker December - 2023
November 2023 Investor Charter Stock Broker November - 2023
October 2023 Investor Charter Stock Broker October - 2023
September 2023 Investor Charter Stock Broker September - 2023
August 2023 Investor Charter Stock Broker August - 2023
July 2023 Investor Charter Stock Broker July - 2023
June 2023 Investor Charter Stock Broker June - 2023
May 2023 Investor Charter Stock Broker May - 2023
April 2023 Investor Charter Stock Broker April - 2023
March 2023 Investor Charter Stock Broker March - 2023
February 2023 Investor Charter Stock Broker February - 2023
January 2023 Investor Charter Stock Broker January - 2023
December 2022 Investor Charter Stock Broker December - 2022
November 2022 Investor Charter Stock Broker November - 2022
October 2022 Investor Charter Stock Broker October - 2022
September 2022 Investor Charter Stock Broker September - 2022
August 2022 Investor Charter Stock Broker August - 2022
July 2022 Investor Charter Stock Broker July - 2022
June 2022 Investor Charter Stock Broker June - 2022
May 2022 Stock Broker - Investor charter May
Apr 2022 Stock Broker - Investor charter April
Mar 2022 Stock Broker - Investor charter March
Feb 2022 Stock Broker - Investor charter February
Jan 2022 Investor Charter Stock Broker - January
Date Caption PDF/Link
April 2024 Investor Charter CDSL April - 2024
March 2024 Investor Charter CDSL March - 2024
February 2024 Investor Charter CDSL February - 2024
January 2024 Investor Charter CDSL January - 2024
December 2023 Investor Charter CDSL December - 2023
November 2023 Investor Charter CDSL November - 2023
October 2023 Investor Charter CDSL October - 2023
September 2023 Investor Charter CDSL September - 2023
August 2023 Investor Charter CDSL August - 2023
July 2023 Investor Charter CDSL July - 2023
June 2023 Investor Charter CDSL June - 2023
May 2023 Investor Charter CDSL May - 2023
April 2023 Investor Charter CDSL April - 2023
March 2023 Investor Charter CDSL March - 2023
February 2023 Investor Charter CDSL February - 2023
January 2023 Investor Charter CDSL January - 2023
December 2022 Investor Charter CDSL December - 2022
November 2022 Investor Charter CDSL November - 2022
October 2022 Investor Charter CDSL October - 2022
September 2022 Investor Charter CDSL September - 2022
August 2022 Investor Charter CDSL August - 2022
July 2022 Investor Charter CDSL July - 2022
July 2022 Disclosure of Investor complaints NSDL - July
June 2022 Investor Charter CDSL June - 2022
Jun 2022 Disclosure of Investor complaints - NSDL
May 2022 Disclosure of Investor complaints - NSDL
May 2022 Disclosure of Investor complaints - CDSL
Apr 2022 Disclosure of Investor complaints - NSDL
Apr 2022 Disclosure of Investor complaints - CDSL
Mar 2022 Disclosure of Investor complaints - CDSL
Mar 2022 Disclosure of Investor complaints - NSDL
Feb 2022 Disclosure of Investor Complaints - NSDL
Feb 2022 Disclosure of Investor Complaints - CDSL
Feb 2022 CDSL- Annexure C
Feb 2022 NSDL- Annexure C
Jan 2022 Investor Charter - CDSL- Annexure A & B
Jan 2022 Investor Charter - NSDL- Annexure A & B
Date Caption PDF/Link
April 2024 Investor Charter PMS April - 2024
March 2024 Investor Charter PMS March - 2024
February 2024 Investor Charter PMS February - 2024
January 2024 Investor Charter PMS January - 2024
December 2023 Investor Charter PMS December - 2023
November 2023 Investor Charter PMS November - 2023
October 2023 Investor Charter PMS October - 2023
September 2023 Investor Charter PMS September - 2023
August 2023 Investor Charter PMS August - 2023
July 2023 Investor Charter PMS July - 2023
June 2023 Investor Charter PMS June - 2023
May 2023 Investor Charter PMS May - 2023
April 2023 Investor Charter PMS April - 2023
March 2023 Investor Charter PMS March - 2023
February 2023 Investor Charter PMS February - 2023
January 2023 Investor Charter PMS January - 2023
December 2022 Investor Charter PMS December - 2022
November 2022 Investor Charter PMS November - 2022
October 2022 Investor Charter PMS October - 2022
September 2022 Investor Charter PMS September - 2022
August 2022 Investor Charter PMS August - 2022
July 2022 Investor Charter PMS July - 2022
June 2022 Investor Charter PMS June - 2022
May 2022 Stock Broker - Investor charter May
Apr 2022 Stock Broker - Investor charter April
Mar 2022 Stock Broker - Investor charter March
Feb 2022 Stock Broker - Investor charter February
Jan 2022 Investor Charter Stock Broker - January
Attention Investors:
1. Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 01, 2020.   2. Update your email id and mobile number with your stock broker / depository participant and receive OTP directly from the depository on your email id and/or mobile number to create pledge.  3. Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month. .......... Issued in the interest of Investors".. Prevent unauthorized transactions in your DEMAT/Trading account --> Update your mobile numbers/email IDs with your Depository Participant/Stock Brokers. Receive alerts for all debit and other important transactions directly from Exchange/CDSL/NSDL on your registered mobile no. /email id at the end of the day. KYC is one-time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.ASBA : "No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account.……………………… Issued in the interest of Investors.

Procedure to file a complaint on SEBI SCORES: Register on SCORES portal.

CDSL, as a Depository has made the Investor Charter available on URL: https://www.cdslindia.com/Investors/InvestorCharter.html

Margin

  1. Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020.
  2. Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge.
  3. Pay 20% upfront margin of the transaction value to trade in cash market segment.
  4. Investors may please refer to the Exchange's Frequently Asked Questions (FAQs) issued vide circular reference NSE/INSP/45191 dated July 31, 2020 and NSE/INSP/45534 dated August 31, 2020 and other guidelines issued from time to time in this regard.
  5. Check your Securities /MF/ Bonds in the consolidated account statement issued by NSDL/CDSL every month.

Kindly make sure you read the account opening documents as prescribed by SEBI. Secure your account from unauthorized transactions by updating your mobile numbers/email IDs. Recieve information directly from the exchange on your mobilie/email at the end of the day.Issued in the intrest of the investors. In case a client has any query/feedback/clarification/complaint write to customer.grievance@paterson.co.in