Downloads

Every form and app you need for your trading, investing, and portfolio management is available below for your assistance. Should you have any queries, please do not hesitate to reach out to us.

KYC

Know Your Customer

Download the PDF for the common KYC updation accross all segments.

Application Form - KYC → Addition Modification Form - DP & Trading → Step by Step procedure for Opening an Account →
Equity

Equity

Trade equity, futures and options on NSE, BSE

Duplicate Mobile Email Declaration → Trading Account Closure Form → Authorization for Securities as Collateral → Sample Filled Account Opening Form - Equity → KRA Form → Duplicate Email / Mobile Declaration Combined → C Kyc Form - Individual → Authorisation Letter for Electronic Communication → Change of Relationship Manager Request-Equity → Running Account Authorization Form → Self Declaration Form → Trustline Disclosure Document → Bank and DP Details Update Form → Change of Service Location Request → Debit Card Form → HUF Declaration → FATCA/CRS Self Certification Form → FATCA/ CRS declaration for individuals → FATCA/ CRS declaration for non-individuals → Do's and Don'ts → Rights & Obligations - Trading →
Depository

Depository

Download forms to manage your DEMAT account

Demat Account Closure NSDL & CDSL → Addition Modification Form Only DP → Authorisation Letter Pledge Of Securities → Dematrilization Form → Nomination Request Form - CDSL → Pledge Request Form → Transposition Request Form → Transmission Cum Dematrilization Request Form → SMS Alert Registration Form → Rights and Obligations - Depository → Client Registration Kit (NSDL) → DP CDSL LIFE TIME AMC -Addendum → NSDL Guidelines on Addition Beneficiary Off-Market Transfer → NSDL Benificiary Addition Form →
Equity

Commodity

Vernacular Languages Commodity - Assamese → Vernacular Languages Commodity - Bengali → Vernacular Languages Commodity - Gujarati → Vernacular Languages Commodity - Hindi → Vernacular Languages Commodity - Kannada → Vernacular Languages Commodity - Kashmiri → Vernacular Languages Commodity - Konkani → Vernacular Languages Commodity - Malayalam → Vernacular Languages Commodity - Sindhi → Vernacular Languages Commodity - Marathi → Vernacular Languages Commodity - Oriya → Vernacular Languages Commodity - Punjabi → Vernacular Languages Commodity - Tamil → Vernacular Languages Commodity - Telugu → Vernacular Languages Commodity - Urdu →
Equity

PMS

Download forms to manage your PMS account

Disclosure Document PMS → PMS Half Yearly Report September 2019 PMS Half Yearly Report September 2022 PMS Half Yearly Report September 2023 PMS Brochure → Client opening form →
Equity

Policies

Download policy documents

Voluntary Freezing/Blocking the Online Access of the Trading Account → Policy On Demise of Investor → Survilence Policy → Surveillance Policy for DP → SORM Policy → Policy on Settlement of Funds & Securities → Anti Money Laundering Policy → SEBI Circular - Client grievance → Internal Control → Trust Mobile User Manual → Inactive Dormant Account Policy → Policy on Circulation of Unauthenticated News → Policy on Conflict of Interest → Client code modification policy → Risk Management Policy -Commodities → Risk Management Policy - Securities →
Equity

Applications

Download Trustline applications

Nest Trader 3.19 →
Equity

Research Reports

Download Trustline Research Reports

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