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Get India Hedge Equities Request For Change Of Broker Code By The Investor 2022-2025
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How to fill out the India Hedge Equities Request For Change Of Broker Code By The Investor online
This guide provides a clear set of instructions for users seeking to complete the India Hedge Equities Request For Change Of Broker Code By The Investor online. By following these steps, you can ensure a smooth and accurate submission of your request for a broker code change.
Follow the steps to complete the form correctly.
- Use the ‘Get Form’ button to access the form and open it in your chosen editor.
- Fill in the date at the top of the form. This should be the date on which you are submitting your request.
- Address the registrar by writing 'To,' followed by their name or title, and then the unit name below it.
- In the subject line, clearly state 'Change of Broker Code' to specify the purpose of your request.
- Begin the body of your letter with 'Dear Sir,' followed by an introduction that mentions your investments and the schemes involved.
- List your investments, including the folio numbers under the 'Folio Number' section for clarity. Number these investments as per the guideline.
- Indicate the name and ARN number of your current broker in the relevant section to provide necessary identification.
- Request the change by stating that you would like to update the broker code to 'MOTILAL OSWAL FINANCIAL SERVICES LIMITED' along with their ARN and EUIN details. Make sure this information is accurate.
- Conclude your letter with 'Yours Sincerely,' followed by your name, PAN, and mobile number to complete the form.
- Finalize your form by reviewing all entered information for accuracy. Once confirmed, save the changes, download a copy for your records, and share the completed form as necessary.
Complete your documents online now for a seamless experience.
You can switch your entire portfolio from your existing distributor to any other distributor. This can be done by making a written request. In such cases, fund houses will need to comply without insisting on any kind of 'No objection certificate' from the existing distributor.
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