- Encash dividend/Interest regularly to avoid transfer of unclaimed
amount/underlying securities toIEPF
- Follow up diligently and promptly if you have not receive
allotment intimation/ certificate / dividend / interest etc.
- Ensure that your PAN is registered with the RTA for all
yourfolios.
- Ensure nomination is registered for all your securities to
smoothen thetransmission.
- Ensure that all KYC details viz full postal address with PIN,
mobile number, e-mail address etc. are updated to facilitate the
RTA for sendingcommunication.
- EnsurethatcorrectandcompleteBankdetails are recorded with RTA to
facilitate prompt electronic credit of dividend / interest /
redemption amounts and eliminate possibility of unclaimed amounts
/ underlying securities being transferred toIEPF.
- Promptly inform the RTA in writing and
completerequiredformalitiesincaseoflossof securities.
- Ensure that the documents provided for availing any investor
service request are complete in all respects and keep copies of
documents sent to theRTA.
- Monitor all corporate announcements pertaining to investmentsmade.
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- Do not keep your folios withoutPAN
- Do not keep your folios without nomination
- Do not deal with unauthorized persons for any investor service
requests such as change in / up- dation of address, e-mail
address, mobile number and bankdetails.
- Do not share security details, viz. folio number, certificate
number, distinctive number(s), bank details, specimen signature,
KYC documents, etc. with unknown person(s).
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