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Advantage AxisDirect

  • Individual Account Opening Form - 9

    • DDPI for NRI Accounts

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    • NRI Account Opening Form

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    • Bank POA and DDPI (Axis Bank customers)

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    • Demat Debit & Pledge Instruction (DDPI)

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    • Individual Account Opening Form Part B

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    • Demat Schedule of Charges

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    • Demat Individual Form

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    • Form Filling Instructions for Resident Indian

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    • Individual Account Opening Form

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  • Demat Forms (CDSL) - 20

  • Demat Forms (NSDL) - 37

    • Off Market Beneficiaries Modification

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    • Non Disposal Undertaking

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    • Reason Codes while execution of off-market transactions

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    • Margin Pledge Form

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    • Annexure for off market trades

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    • Request for delivery instruction slip

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    • Dematerialisation Request Form

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    • Pledge Hypothecation

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    • MF RePurchase or Redemption Form

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    • Request for Same Mobile Number

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    • Minor change in Name

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    • Annexure Consideration Details

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    • Rights and Obligations (Demat)

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    • FEMA Declaration by Non Resident Indians

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    • SMS Facility Form

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    • Rights and Obligations of BO and DP

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    • Rematerialisation-Form

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    • Reconversion Request Form

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    • Conversion of demat account from RI to NRI

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    • NSDL BSDA To Normal Account Declaration

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    • No DIS Format

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    • Multiple Nomination Form

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    • Illustrative Form

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    • HUF Co-parceners Declaration

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    • FATCA-Non-Individual

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    • Dormant Account Confirmation format

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    • Demat Closure Form

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    • Declaration for NRI Non repatriable

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    • Declaration for availing Basic Services Demat Account

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    • MF Conversion Request Form

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    • Change of Name of Karta

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    • Cancellation of pending Demat Request

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    • Axis Transposition Form

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    • NSDL Transmission Form

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    • AXIS FREEZE UNFREEZE

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    • Annexure-II-Aadhaar Updation cum Declaration Nonindividual

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    • Annexure-I Aadhaar Updation cum Declaration Individual

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  • Mutual Fund NFT - 12

    • NPO-Declaration Format 25072023

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    • UBO-Declaration New Format 25072023

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    • Pan based MF change in contact details form

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    • Discontinuation of Usage of Pool Accounts

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    • Change in Tax Status

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    • Joint Holder & Nomination Form for Mutual Fund

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    • Request to Change Bank Details in Mutual Fund Folios

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    • Change Address/Contact details in Mutual Fund Folios

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    • Mutual Fund Nomination Form

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    • Dividend Option Modification

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    • Transfer-In Application

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    • Folio Consolidation

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  • Other Forms - 45

    • Name Deletion in Joint Account upon Transmission

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    • Demise Reporting

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    • FATCA Individual

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    • Family Declaration Form - Trading

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    • KYC KRA Form & Checklist - Non Resident Individuals

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    • Power Of Attorney - For Non Blood Authority Letter

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    • Non - Individual Account Opening Form

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    • Bank Mandate Letter

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    • Authorization Letter

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    • Annexure for Block Mechanism (On Market Transactions)

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    • Annexure 1C - Transactions Post Death

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    • Annexure E Indemnity Legal Heir

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    • E-Depository Form_Axis Bank

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    • e-Depository Registration Form_Axis Direct

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    • CKYC Form

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    • Investment Advisory Annual Compliance Audit Status

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    • Segregation and Monitoring of Collateral at Client Level

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    • KYC Advisory

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    • Disclosure of Information pertaining to PMS to the client

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    • PMS RDD

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    • Transmission Form (NSDL/CDSL)

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    • Annexure F- No Objection Certificate by Legal Heir

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    • Annexure D - Affidavit

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    • Annexure G - Nominee Indemnity

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    • Pro Trading - Disclosure

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    • Securities Lending and Borrowing Terms & Conditions

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    • Request form for Addition/Modification of Mandatory KYC Attributes

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    • Common modification request form

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    • Changes in Running Account Authority and Demat Account details

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    • Axis Bank Power of Attorney

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    • E-margin and MTF terms and Condition

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    • Digital signature CA root certificate

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    • Do's & Don’ts for Internet trading

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    • Anti Money Laundering Presentation

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    • Online Privacy Policy

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    • Rights and Obligations of Demat account holder

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    • Change in Demat Account details of Axis Securities

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    • Trading account Nomination Form

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    • Modified T&C applicable for Trading Account

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    • Modified Dormant Account Policy

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    • Commission Disclosure

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    • KYC KRA Form & Checklist - Resident Individuals

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    • KYC KRA Form & Checklist - Non Individual

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    • Axis Securities Power of Attorney

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    • APPLICATION FOR CHANGE OF SIGNATURE (CDSL/NSDL)

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