Maintenance of investor’s cash account under Non-Discretionary Portfolio management services to facilitate the investors who are reluctant to take Margin Loan Facility and want to invest and trade via cash / own equity in capital market.
Fees and charges
| Particulars | Criteria | Corporate Clients | Individuals |
|---|---|---|---|
| Minimum Investment Size | Link Account | BDT 0.5 MN and above | BDT 50000 and above |
| - | Cash Account | BDT 1 MN and above | BDT 50000 and above |
| Account opening Fee | One off | BDT 500.00 | BDT 500.00 |
| Documentation charge | One off | BDT 1500.00 | BDT 500.00 |
| Transactional Fee/ Broker fee | Based on every transaction | 0.45% | 0.45% |
| Account renewal Fee | Annually | BDT 500.00 | BDT 500.00 |
Required Documents
- 2 Passport Size Photograph of Applicant (Applicant’s signature and name in block letter)
- 1 Passport Size Photograph of Nominee (Attested by the Applicant)
- Photocopy of National ID (Applicant and Nominee). In case the nominee is minor, a document of guardian must be provided by the applicant
- If National ID is not available, Photocopy of Passport/Driving License/Nationality Certificate with attested photo and Bank Certificate needs to be provided
- Bank Statement/Bank Certificate
- Photocopy of Employee ID Card/Letter of Introduction from Employer/Visiting Card/Approval of Operational Head (if Applicant is a service holder)
- Trade License (if Applicant is a business person)
- 12 Digit Tin Certificate (Optional)
- If Applicant is Housewife and does not have own income source, then the following documents are required to verify the source of fund:
- National ID of Husband
- Photocopy of Employee ID Card/Letter of Introduction from Employer/Visiting Card/Approval of Operational Head (if Husband is a service holder)
- Trade License (if Husband is a business person)
- If the applicant is Retired Person, then the following document is required to verify the source of fund:
- Release Letter/Employee ID Card/Visiting Card from the last employer
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Awards
‘GD Planner’
