INVESTOR CHARTER

WE ARE READY WHEN YOU ARE

Registration Details

SEBI Registration:
INZ000264838, INP000005422 MSEI – INE 261367192, DP – IN-DP-CDSL-312-2005,
Insurance Registration number: CA0626

Paterson Securities Pvt. Ltd
“VANGUARD HOUSE” No 48, Second Line Beach, Parrys, Chennai – 600 001.
Email Id: info@paterson.co.in
Landline: 044 – 42916500

CIN – U65993TN1982PTC009656

Attention Investors

Stock Brokers can accept securities only by way of pledge.
Update your mobile number and email ID with your Stock Broker / Depository Participant.
Check your Consolidated Account Statement (CAS) every month.

Read Complete Investor Guidelines

Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 01, 2020.
Update your email ID and mobile number with your Stock Broker / Depository Participant and receive OTP directly from the Depository to create pledge.
Check your Securities / Mutual Funds / Bonds in the Consolidated Account Statement issued by NSDL/CDSL every month.
Prevent unauthorized transactions in your DEMAT/Trading Account by updating your registered mobile number and email ID.
Receive alerts for all debit and other important transactions directly from Exchange/CDSL/NSDL.
KYC is a one-time exercise while dealing in securities markets.
ASBA: No need to issue cheques while subscribing to an IPO.
No worries about refunds, as the money remains in the investor's bank account until allotment.
Issued in the interest of Investors.

Procedure to file a complaint on SEBI SCORES: Register on SCORES portal. Filing of complaints on SCORES - Easy & quick SEBI SCORES PDF

CDSL, as a Depository has made the Investor Charter available on URL: https://www.cdslindia.com/Investors/InvestorCharter.html

Margin

Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020.
Update your mobile number & email ID with your stock broker/depository participant and receive OTP directly from depository on your email ID and/or mobile number to create pledge.
Pay 20% upfront margin of the transaction value to trade in 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.
Check your Securities / MF / Bonds in the consolidated account statement issued by NSDL/CDSL every month.

Please click here to update your details with us.

Kindly make sure you read the account opening documents as prescribed by SEBI. Secure your account from unauthorized transactions by updating your mobile numbers/email IDs. Receive information directly from the exchange on your mobile/email at the end of the day.

Issued in the interest of the investors. In case a client has any query/feedback/clarification/complaint write to customer.grievance@paterson.co.in

INVESTOR CHARTER

Annexure A

Annexure B

Annexure C

Annexure A

Annexure B

Annexure C

Annexure A

Annexure B

Annexure C

WE ARE READY WHEN YOU ARE

Registration Details

Margin