UPDATION / MODIFICATION in account
Modification form

e-mail Id & mobile no. updating:

• Send mail to customercare@canmoney.in from already registered mail id against DEMAT account maintained for updating email id or mobile no.

OR

• You can download the account modification form, print it out, fill it up & send it to our office

Address updating :

To update your address as per your address proof, you can download the account modification form, print it out, fill it up & send it to our office

• Driving Licens
• Voter ID
• Passport
• Aadhar Card

Bank account updating : Print, fill, & sign the account modification form, attach the proof of your new bank account and send the form to our office.
Accepted bank proof can be :

• Personalized Cancelled cheque (name printed on the cheque leaf)
• Bank statement (with IFSC Code and MICR No.) (self-attested copy) & verified by bank
• Bank Passbook statement (self-attested copy) & verified by bank

Note : All document has to be sent in hard copy to below mentioned address.
Canara Bank Securities Ltd.
Central DP Cell, 1st Floor, No. 51, Stock Exchange Towers,
1st cross, JC Road, Bengaluru, Karnataka, 560027.
Contact : 080-22271211/080-22116082
dpcustomercare@canmoney.in


Nominee addition

Nomination form

To add a nominee to your account, you can fill up the nomination form, sign it, and courier it to our office address

The nomination will be applicable to your trading and Demat account. Since the nominee will be added to your Demat account, the same nomination will be applicable for your mutual funds holdings as well.

You will need to send an ID proof of the nominee along with the nomination form. Any ID proof such as Aadhaar, Voter ID, Driving License, etc. ( self-attested) and bank verified will suffice.

Note: All document has to be sent in hard copy to below mentioned address.
Canara Bank Securities Ltd.
Central DP Cell, 1st Floor, No. 51, Stock Exchange Towers,
1st cross, JC Road, Bengaluru, Karnataka, 560027.
Contact : 080-22271211/080-22116082
dpcustomercare@canmoney.in


Closure of account

Closure form

CLOSURE PROCEDURE:

• You need to ensure there are no securities in your Demat account. You can either sell your holdings and withdraw your funds, or you can transfer your shares to another Demat account.
• Send both the hard copy of the closure applications to below address of CBSL

Canara Bank Securities Ltd.
Central DP Cell, 1st Floor, No. 51, Stock Exchange Towers,
1st cross, JC Road, Bengaluru, Karnataka,560027.
Phone No : 080-22116082/080-22271211
dpcustomercare@canmoney.in

Closure – Transfer

Closure – Transfer Form

You can opt for the closure-cum-transfer only if you submit a signed hard copy of the account closure form. Along with which CMR (Client Master Report sealed & stamped) of the target Demat account. The target account needs to be in the same order of name(s) as your CBSL Demat account.

If Target demat account is CDSL then DIS (delivery instruction slip) need to be provided along with above documents.

For DIS Slip kindly request your query to dpdis@canmoney.in   canarabankdp@gmail.com

In case of any query kindly contact to 080-22271211/080-22116082

Note: All documents must be provided in hard copy to mentioned address.
Address: Canara Bank Securities Ltd., 51, Stock Exchange Towers,
1St Floor,, 1st Cross, J.C.Road - Bengaluru - 560027
Phone No : 080-22116082/080-22271211
dpcustomercare@canmoney.in


CKYC

As per CKYC norms for stockbrokers, we are required to ensure that all CKYC details of our clients are regularly updated. You would have received an email or SMS if your CKYC details were found to be incomplete or outdated. You can update your CKYC details by submitting the below-mentioned documents/information along with CKYC from or by provide us the 14 digit C-KYC code to update our records:

CKYC FORM

• PAN
• Address Proof - Any one of the below-mentioned documents are accepted as a valid address proof:
  • Driving License
  • Voter ID
  • Passport
  • Aadhar Card
• Passport size photograph
• Mother's Name

Hence we request you to provide us the 14 digit CKYC code to update our records or in case you don’t have 14 digit C-KYC code then kindly send CKYC form (refer attachment) duly filled along with photo attached and attested (seperately for each holder in case of joint account) via scan copy from registered e-mail id at

customercare@canmoney.in