Downloads
Apps, Software & Every Form You Need
Trade on the JBS Securities Trader app, install ONESTEP on your desktop, and find every account, demat and policy document in one place.
Trading apps and desktop software
JBS Securities Trader for Android
Google Play
Get it on Google Play (opens in a new tab)JBS Securities Trader for iPhone
App Store
Download on the App Store (opens in a new tab)ONESTEP Desktop
Windows trading terminal
Download ONESTEP (opens in a new tab)Forms & Documents
Everything, Ready to Download
Account Opening
- KYC Form (PDF, opens in a new tab)
- CKYC Template (Individual) (PDF, opens in a new tab)
- CKYC Template — Annexure A1 (PDF, opens in a new tab)
- CKYC Template — Annexure B1 (PDF, opens in a new tab)
- KRA Non-Individual Annexure (PDF, opens in a new tab)
- KRA Non-Individual (PDF, opens in a new tab)
- SARAL Account Opening Form (PDF, opens in a new tab)
JBS Securities Policies
- Freezing / Blocking Online Access of Trading Account (PDF, opens in a new tab)
- Inactive / Dormant Client Policy (PDF, opens in a new tab)
- Policies and Procedures (Equity) (PDF, opens in a new tab)
- Client Code Modification Policy (PDF, opens in a new tab)
- Insider Trading Policy (PDF, opens in a new tab)
- Internal Control Policy (PDF, opens in a new tab)
- PMLA Policy (PDF, opens in a new tab)
- Policy for Unauthenticated News Circulation (PDF, opens in a new tab)
- RMS Policy (PDF, opens in a new tab)
- Surveillance Policy (PDF, opens in a new tab)
Request Forms
- HUF Declaration (PDF, opens in a new tab)
- Mobile / Email Consent Letter (PDF, opens in a new tab)
- FATCA (Individual) (PDF, opens in a new tab)
- FATCA (Non-Individual) (PDF, opens in a new tab)
- Client Declaration About Mobile No. (PDF, opens in a new tab)
- Request Letter for Updation of Income Details (PDF, opens in a new tab)
- Trading / Address / Bank / Demat Account (PDF, opens in a new tab)
- Closing Account (PDF, opens in a new tab)
- Reactivation of Client Code (PDF, opens in a new tab)
- Authorised Person (PDF, opens in a new tab)
- Shares Collateral (PDF, opens in a new tab)
- FEMA Declaration Form (PDF, opens in a new tab)
Demat Forms
- SARAL Account Opening Form (PDF, opens in a new tab)
- Regulation 19 & 20 of SECC Regulation (PDF, opens in a new tab)
- Transposition Form (TPRF) (PDF, opens in a new tab)
- Account Closure Request Form (PDF, opens in a new tab)
- Addition / Modification / Deletion Request Form (PDF, opens in a new tab)
- Dematerialisation Request Form (PDF, opens in a new tab)
- Freeze / Unfreeze Request Form (PDF, opens in a new tab)
- Letter to Modify / Delete Instruction Slip (PDF, opens in a new tab)
- Option Form for Issue of DIS Booklet (PDF, opens in a new tab)
- Pledge Request Form (PDF, opens in a new tab)
- Margin Pledge / Repledge Request Form (MPRF) (PDF, opens in a new tab)
- Margin Unpledge Request Form (MURF) (PDF, opens in a new tab)
- Rights & Obligations of Beneficial Owner and DP (PDF, opens in a new tab)
- Unpledge Request Form (PDF, opens in a new tab)
- PAN Modification (CDSL) (PDF, opens in a new tab)
- CDSL Annexures (PDF, opens in a new tab)
Additional Documents
- Eligibility for Acquiring or Holding Shares (PDF, opens in a new tab)
- Annexure 4 — Rights & Obligations (Gujarati) (PDF, opens in a new tab)
- Annexure 4 — Rights & Obligations (Hindi) (PDF, opens in a new tab)
- Annexure 4 — Rights & Obligations (Marathi) (PDF, opens in a new tab)
- Annexure 5 — RDD (Gujarati) (PDF, opens in a new tab)
- Annexure 5 — RDD (Hindi) (PDF, opens in a new tab)
- Annexure 5 — RDD (Marathi) (PDF, opens in a new tab)
- Annexure 6 — Do's & Don'ts (Gujarati) (PDF, opens in a new tab)
- Annexure 6 — Do's & Don'ts (Hindi) (PDF, opens in a new tab)
- Annexure 6 — Do's & Don'ts (Marathi) (PDF, opens in a new tab)
Looking for regional-language annexures (Gujarati · Hindi · Marathi) or any other document? Visit our office or write to jbs@jbsindia.in.
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