Derivatives - Trade Activation Procedure

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How to activate Derivatives Trading through your Trading Account?

To enable derivatives trading in your HDFC securities trading account forward a signed copy of the following documents to our Head Office.

  • For Equity Derivatives : Download Application form (Annexure 1)
  • For Currency Derivatives : Download Application form (Annexure 2)
  • Attach Any one of the Financial documents given in the table below  

 Kindly provide Any ONE of the below documents:

 List of acceptable documents  Condition if any
 Copy of ITR Acknowledgement (for last financial year)  Gross annual income should exceed Rs. 1.2 lakh
 Copy of Annual Accounts - for Companies  (for last financial  year)  Gross annual income should exceed Rs. 1.2 lakh
 Copy of Form 16 in case of salary income (for last financial  year)  Gross annual income should exceed Rs. 1.2 lakh
 Net worth certificate (latest one or at the end of last financial  year)  Should be dated and have a minimum value of Rs. 1.2 lakh
 Salary Slip (for one month in current financial year)  Gross Monthly Salary should be more than Rs. 10,000
 Bank account statement for last 6 months*  Minimum balance on a single day should be Rs. 10,000/- or  more
 Copy of demat account Holding statement. (not more than 3  months old) **  The statement should display the value of securities lying in  the  demat account and it should be more than Rs. 10,000/-
 Life insurance policy  (any insurance co. with minimum cover of Rs 2 lakh)
 KVP,NSC,IVP & Bonds  Should be valid as on date of submission and have a  minimum  value of Rs. 10,000/-
 Bank FD's, Corporate FD's  Should be valid as on date of submission and have a  minimum  value of Rs. 10,000/-
 Mutual Fund Statement  Statement should not be more than 2 months old. The latest  NAV  and value should be more than Rs 10,000/-
 Ownership of assest such as Gold  Value as mentioned on the bill should be Rs. 10,000/-
 Letter from Society  The letter should state ownership of the flat. It should be on  the  letter head of the society
 RC book of the vehicle  

*Bank statement as downloaded from the net banking account or photocopy of physical statements should be submitted.
**In case of demat account statement where only holdings are mentioned without valuation, then the same should be manually mentioned on the date on submission should be self attested by the client or the employee of Depository Participant (DP).

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