know your client - beeline broking · know your client (kyc) application form beällne (for...
Post on 21-Mar-2020
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TM
KNOW YOUR CLIENT
• Equity
• Derivative
• Commodity
• Currency
• Depository
• Mutual Fund
Client Name
Introducer Name
Client Code
DP ID : IN304123
Scheme :
AP/SB/Branch Code :
Date :
TM
Beeline’s Online Value Added Services
SME Management :
• Merchant banking alliance• Due Diligence-Financial and / or Legal• IPO Process & Listing• Market Making• Business plan & Advisory services• Company Restructuring• Corporate Advisory Services
EZEE WILL :
• A Precious gift to your family• Setting up a smooth heritance• Helps ypur family members to make their financial plans in a disciplined manner
INSURANCE DEMATERIALISATION :
• Enhance Protection• Easy purchase & premium reminders• No fear of loss of policy
SEP (Systematic Equity Plan):
• Systematic Equity Plan works on the same underlying concept of SIP• Directly creat a SEP plan in your account for any stock• You can either buy stocks under fixed amount or can buy a fixed quantity every month
• SME MANAGEMENT• EZEE WILL• INSURANCE DEMATERIALISATION• SEP
B-307, Ganesh Plaza, Near Navrangpura Bus Stop Navrangpura, Ahmedabad-380 009. Phone : 079-66664040, Website : www.beelinebroking.com
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