Terms and Conditions

References to “you”, “yourself” and “your” means the account holder availing the relevant Services from us either in the capacity of a sole/first named account holder or a joint account holder.

For the high level summary of the key changes to the Updated Terms and Conditions, please view the Summary of Key Changes to Services terms and Conditions. [PDF, 171KB]

Terms and Conditions

Investment Execution Services [PDF, 266KB]

Advisory Services [PDF, 237KB]

Discretionary Portfolio Management Services [PDF, 352KB]

Non-Discretionary Portfolio Management Services [PDF, 246KB]

Broking Services - Additional Rights and Obligations of Stock Brokers and Clients [PDF, 150KB]

Depository Services - Letter of Confirmation – Individuals  [PDF, 57KB]

Depository Services - Letter of Confirmation – Non Individuals [PDF, 60KB]

General Terms and Conditions [PDF, 395KB]