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DO’s & Don’ts For DP
Do’s:
  • Ensure that, both, your holding and transaction statements are received periodically as instructed to DP. You are entitled to receive a transaction statement every month if you have done any transactions and once a quarter if there have been no transactions in your account.
  • Check the statement on receipt. In case you notice any unauthorized debits or credits, contact your DP for clarification.
  • Inform your DP in case of change in your address, telephone number,etc. as early as possible.While sending securities for demat, record the distinctive numbers of the securities sent.
  • Check the demat performance of the issuer company with your DP before deciding to send certificates for demat. The list of companies whose demat request are pending is published at www.cdslindia.com.
  • Just like a cheque book, keep your delivery instruction slip (DIS) book in safe custody.
  • Accept the DIS book from your DP only if each slip has been pre-stamped with a serial number and your demat account number.
  • Always mention the details like ISIN, number of securities accurately. If in doubt, contact DP or your broker.
  • Authorize any corrections, over- writing or cancellations on the instruction slips by signing against the same.
  • Ensure that all joint holders of the demat account sign the slip.
  • If there is space for multiple instructions and it is not used fully, please strike out the blank space for furnishing securities details.
Don'ts:
  • Do not leave your instruction slip book with anyone else.
  • Do not sign blank DIS as it is equivalent to a bearer cheque.
  • Avoid over-writing, cancellations, misspellings, changing of the name and quantity of securities.
  • We would request you to meticulously follow the above instructions, to enjoy hassle-free operation of your demat account.
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Attention Investors : ******KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Broker, DP, Mutual Fund, etc)., you need not undergo the same process again when you approach another intermediary******                   *****Prevent unauthorised transactions in your demat account : Update your mobile number with your Depository Participant. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account directly from CDSL on the same day ....... issued in the interest of investors******                   *****ASBA : "No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account."******        ****** As per Communique No.CDSL/OPS/DP/POLCY/2017/267 dated May 29, 2017 from CDSL, DPs shall obtain copy of Aadhar Card while opening new demat account and all existing individual demat accounts be linked with Aadhar.******