Beware of fixed/guaranteed/regular returns/ capital protection schemes. Brokers or their authorized persons or any of their associates are not authorized to offer fixed/guaranteed/regular returns/ capital protection on your investment or authorized to enter into any loan agreement with you to pay interest on the funds offered by you. Please note that in case of default of a member claim for funds or securities given to the broker under any arrangement/ agreement of indicative return will not be accepted by the relevant Committee of the Exchange as per the approved norms.

Clients are advised to trade in derivatives including options, only if they have an adequate understanding of the product. Derivatives are complicated leveraged products with a potential for oversized gains or losses. Also, Options have complex nonlinear pay-offs. So, it is very important to understand all the associated risks and returns while trading in these products.

Do not keep funds idle with the Stockbroker. Please note that your stockbroker has to return the credit balance lying with them, within three working days in case you have not done any transaction within the last 30 calendar days. Please note that in case of default of a Member, a claim for funds and securities, without any transaction on the exchange will not be accepted by the relevant Committee of the Exchange as per the approved norms.

Pay 20% upfront margin of the transaction value to trade in the cash market segment.

Investors may please refer to the Exchange's Frequently Asked Questions (FAQs) issued vide circular reference NSE/INSP/45191 dated July 31, 2020, and NSE/INSP/45534 dated August 31, 2020, and other guidelines issued from time to time in this regard.

Stockbrokers can accept securities as margins from clients only by way of a pledge in the depository system w.e.f. September 01, 2020.

Check the frequency of accounts settlement opted for. If you have opted for a running account, please ensure that your broker settles your account and, in any case, not later than once in 90 days (or 30 days if you have opted for 30 days settlement). In case of declaration of a trading member as a defaulter, the claims of clients against such defaulter member would be subject to norms for eligibility of claims for compensation from IPF to the clients of the defaulter member. These norms are available on the Exchange website.

Brokers are not permitted to accept the transfer of securities as margin. Securities offered as margin/ collateral MUST remain in the account of the client and can be pledged to the broker only by way of ‘margin pledge’, created in the Depository system. Clients are not permitted to place any securities with the broker or associate of the broker or authorized person of the broker for any reason. The broker can take securities belonging to clients only for settlement of securities sold by the client.

Always keep your contact details viz. Mobile Number/Email ID updated with the stockbroker. Email and mobile number are mandatory, and you must provide the same to your broker for updation in Exchange records. You must immediately take up the matter with the Stockbroker/Exchange if you are not receiving the messages from Exchange/Depositories regularly.

Don't ignore any emails/SMSs received from the Exchange for trades done by you. Verify the same with the Contract notes/Statement of accounts received from your broker and report a discrepancy, if any, to your broker in writing immediately and if the Stockbroker does not respond, please take this up with the Exchange/Depositories forthwith.

Do not share your login id/password/OTP on call/SMS/email/web etc. to anyone. Please select a password with a minimum of 8 characters and remember it and make it confidential.

Check messages sent by Exchanges on a weekly basis regarding funds and securities balances reported by the trading member, compare it with the weekly statement of account sent by the broker, and immediately raise a concern to the exchange if you notice a discrepancy.

Please do not transfer funds, for the purposes of trading to anyone, including an authorized person or an associate of the broker, other than a SEBI registered Stockbroker.

“Investors are requested to note that Edel Investments Limited is permitted to receive/pay money from/to investors through designated bank accounts only named as client bank accounts. Edel Investments Limited is also required to disclose these client bank accounts to Stock Exchange. Hence, you are requested to use the following client bank accounts only for the purpose of dealings in your trading account with us. The details of these client bank accounts are also displayed by Stock Exchanges on their website under “Know/ Locate your Stockbroker”.