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Monday 24 December 2012
By Vishal Mudaliar - Deputy Vice President - Kotak Securities Ltd.
Many of our customers shift from one location to other during the year. While it is logical to get the address updated for the day to day utilities, like electricity, Piped Gas connection, Telephone; it is equally important to get the records updated to manage your finances better and ensure smooth operation of your financial accounts; be it your bank, Insurance, Mutual Fund or Securities account.
AT KSL, we believe in prompt service and encourage our customers to keep us posted on the latest changes in their contact details. Physical Address is a critical component here as lot of financial information and key items like passwords, etc; are actually posted on the same. So if you have just moved house please ensure you keep your demat and trading profile updated by submitting the
‘Common Updation form’.
You must submit the form, signed in original by all
Demat account holders in person to the nearest Kotak Securities Branch. Documents cannot be couriered. In case you are sending an authorized person, he needs to carry an original DP holding cum transaction statement.Carry your original address and identity proof documents and these should not be more than 30 days old.
Incase customer is providing photocopies of his documents it needs to be self-attested with his signature in front of Branch official.The document signature will be verified with the Account Opening Form Signature for security purposes.The process is primarily aimed at ensuring that the address change happens in a smooth and secured manner and you start receiving important communication at your new address. You can always call us on our toll free number or write to us for further clarification and we would be more than happy to assist you with any queries that you have in this regards.
It is our endeavor to provide our customers with a safe, secure and delightful experience and we understand the importance of regularly engaging with our customers. Correct contact details will help us in serving you better. So in case you have moved house recently please update your latest details maintained with us.
Happy Trading!
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