How do I fill in a DIS for a market trade as a non-PoA/DDPI client?
Before placing a sell order, non-PoA/non-DDPI account holders will be required to unblock the security in their account by either:
Please note that when you submit the DIS and Annexure at a branch, it normally takes 30-40 minutes for the slip to be approved. Post approval, the sell order will be placed on Geojit's corporate terminal; you are not required to place an order. To know your order status, please contact your branch.
A sample slip and annexure are given below:
Fill in the Date (of the trade)
Tick (✔) For Market Trades
Fill in the CM Name (Geojit Financial Services Ltd), Market Type (Normal) and Settlement No. of the trade (please ask your branch for this as it varies daily)
Fill in the security details- ISIN, Security Name, Quantity, No. of ISIN to be transferred, Phone No.
Signature of all account holders
Please contact your branch for any assistance.
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