Important Do’s and Don’ts for All Demat Account Holders

In our endeavour to create a “World of Smart Investors”, we advise all our clients to go
through important Do's & Don'ts to be kept in mind while dealing in Capital Markets
DO’s DON’Ts
Please Please
1. Scrutinize thoroughly both the transaction 1. Do not issue demat Delivery Instruction Slip from
and holding statement that you receive. any other family members, friends accounts. Issue
the DIS only from your own demat account.
2. Handle Delivery Instruction Slips (DIS) Book 2. Do not sign blank Delivery Instruction Slip(s) while
issued to you carefully. meeting security pay in obligation.
3. Insist that the DIS numbers are pre-printed 3. Do not be misled by rumours circulating in the
and your account number (Client ID) be pre- market.
stamped.
4. Always mention the details like ISIN, number 4. Do not share your password with anyone. While
of securities accurately. If in doubt, contact Indiabulls Securities Limited strives to provide you
DP or your broker. with a secure trading environment, we urge you
not to part with your password and other sensitive
account information to anyone. This will preserve
the security of your account and of your
transactions. Indiabulls Securities Limited is not
liable for any loss arising from your sharing of your
password with anyone, nor from its consequent
unauthorized use.
5. Ensure that all joint holders of the demat 5. Do Not Respond to any e-mail from an address
account sign the slip. appearing to be sent by Indiabulls Securities
Limited or from any other e-mail ID, asking for
your personal information, account details or User
ID and Password of your trading and/or depository
account. It is Indiabulls Securities Limited policy
not to seek such information through e-mail. If
you have already disclosed your password please
change it immediately.
6. Avoid over-writing, cancellation, mis- 6. Do not use help from any Indiabulls Securities
spellings, changing of the name and quantity Limited employee or any other person while
of securities. resetting your Password. Incase you have taken
help from someone while resetting your password
then immediately change your password again and
ensure that the new password is only known to
you.

7. Authorize any corrections, over-writing or 7. Do not hesitate to approach Indiabulls Securities

cancellations on the instruction slips by Ltd. helpline. Helpline can be contacted at: Client
signing against the same. Helpline No.: 0124-4572444, E-mail ID:
helpdesk@indiabulls.com.
8. If there is space for multiple instructions and
it is not used fully, please strike out the
blank space for furnishing securities details.
9. While sending securities for demat, record
the distinctive numbers of the securities
sent.
10. Check the demat performance of the issuer
company with your DP before deciding to
send certificates for demat.
11. Incase you are availing margin trading
facility, you will have to compulsorily open a
demat account with the DP which will be
jointly operated by you & the DP.
12. Please note Execution of Power of Attorney is
not compulsory.
13. Please understand the utility of executing
Power of Attorney before signing the same.
14. Access the websites of Companies and
Regulators for information.
15. Always keep your Correspondence Address,
Email ID, Mobile number & Phone number
details updated in Indiabulls Securities
Limited records.
Crosscheck details of your stocks with details
16.
as available on the depository website.
17. Give all instructions & requests in writing
only
18. Maintain secrecy of your password, since you
will be solely responsible for all transactions
effected from its usage.
19. Change your password every fortnight.

20. Contact your relationship manager in case of

any issue. Incase your relationship manager
is not able to solve your problem please
immediately contact our customer care
helpline.
21. In case you are not transacting frequently
make use of the freezing facility provided for
your demat account.

Disclaimer:
The information has been compiled to present the investor with a broad understanding of the subject and is
general in nature. The contents do not purport to explain or interpret Acts, Circulars, Rules, Regulations and
Guidelines.
This information is not intended as a source of advertising or solicitation and the contents of the same should not
be construed as legal advice. Readers should take specific advice from qualified professionals when dealing with
specific situations and should not consider this as an invitation for a broker –client relationship.
We make no warranty of any kind with respect to the subject matter included herein. We are not responsible for
any actions (or lack thereof) taken as a result of relaying on or in any way using information contained herein and
in no event shall we be liable for any damage or loss resulting from reliance on or use of this information. Without
limiting the above we shall each have no responsibility for any act, error or omission, whether such acts, errors or
omissions result from negligence, accident or any other cause.
From the team at Indiabulls Securities Limited "HAPPY INVESTING"

Indiabulls Helpline

E-mail: helpdesk@indiabulls.com

Client Helpline No.: 0124 – 4572444