PROCEDURES FOR IPO FACILITATION ACCOUNT November 13, 2020IPO FACILITATION ACCOUNT PROCEDURESPage 1Table of Contents1.INTRODUCTION ..........................................................................................................................32.APPLICABILITY.

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How to fill out the PK CDC procedures for IPO facilitation account online

This guide provides clear, step-by-step instructions on how to complete the PK CDC procedures for the IPO facilitation account online. Whether you are a seasoned investor or new to the process, this information will help you navigate the form with ease and confidence.

Follow the steps to successfully complete your IPO facilitation account form

  1. Click the ‘Get Form’ button to obtain the form and open it for editing.
  2. Begin by providing your personal information in the designated fields. This includes your full name, address, and identification number. Ensure all details are accurate to avoid delays in processing.
  3. Select the applicable checkbox for the IPO facilitation account if you do not already hold a CDS sub-account or investor account. This is crucial for facilitating the credit of securities.
  4. Upload any required documents as specified in the form. This may include copies of your identification and other relevant documentation needed to verify your identity.
  5. Review all information entered in the form for accuracy and completeness. Double-check all personal information and uploaded documents.
  6. Once you are satisfied with the information provided, save any changes, and if available, download or print a copy of the completed form for your records.
  7. Submit the form as instructed, ensuring that you follow any final submission steps as directed in the PK CDC procedures.

Complete your IPO facilitation account form online today to take advantage of this investment opportunity.

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What is CDC facilitation account?

IPO Facilitation Account (IFA) means an account to be maintained by CDC separately for each IPO wherein securities of such successful applicants who do not have CDS Accounts at the time of making subscription application, shall be parked for a certain period of time.

Log in to the CDC Access portal at https://csp.cdcaccess.com.pk using the registration details as setup in step 1. 2. Click the following Account Opening Form option available under Account Opening tab: • Simplified Investor Account. 4.

Central Depository Company of Pakistan Limited (CDC) is the sole securities depository of the country, handling the electronic (paperless) settlement of transactions carried out at the Pakistan Stock Exchange.

Scanned copies of at least the following documents are required to open Roshan Digital Account: CNIC / NICOP / POC. Passport (Pakistani and/or foreign country)​ Proof of Non-Resident status. Proof of Profession and Source of Income/Funds. For salaried individuals: Job Certificate / Salary Slips.

Open your Sahulat Account and Start Trading Select Brokerage House. Connect with your chosen brokerage firm and request for account opening. Fill account opening form & attach your copy of your CNIC. Submit your form to brokerage house for processing & account opening.

Physical presence of all Title and Joint Account Holders desiring to open an IAS Account along with original CNIC/NICOP/Passport/POC is mandatory. Original signature card has to be signed by all the Title and Joint Account Holders in the presence of designated CDC staff.

1. Visit our CDC Access Portal at https://csp.cdcaccess.com.pk 2. Register yourself by clicking tab New User? Signup (you can only register if you have valid CNIC / NICOP / POC /Passport).

Requirements Duly filled and signed Securities Withdrawal Form. Copies of CNIC / NICOP / Passport of Title Account Holder and all Joint Account Holders or Nominee, as applicable. Copy of Zakat declaration. Shares transfer stamps as per the prevailing rate. For charges, please refer tariff schedule.

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