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AddForm 4

This document is a letter template for requesting the addition or deletion of beneficiary details for executing an 'OFF-MARKET' transaction with Motilal Oswal Financial Services Ltd. It includes sections for client information, beneficiary details, and signatures, along with instructions for submission. An acknowledgment receipt section is also provided for confirmation of the request.

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abhishekaini35211
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598 views2 pages

AddForm 4

This document is a letter template for requesting the addition or deletion of beneficiary details for executing an 'OFF-MARKET' transaction with Motilal Oswal Financial Services Ltd. It includes sections for client information, beneficiary details, and signatures, along with instructions for submission. An acknowledgment receipt section is also provided for confirmation of the request.

Uploaded by

abhishekaini35211
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Letter to Add / Delete Beneficiary details for executing ‘OFF-MARKET’ transaction.

To,

Motilal Oswal Financial Services Ltd.


Palm Spring Centre, 2nd Floor,
Palm Court Complex, New Link
Road, Malad (West), Mumbai-
400 064.
Date D D M M Y Y Y Y

Source Client (Transferor)


DP ID Client ID
First/Sole Holder Name
Name of the Second joint Holder
Name of the Third joint Holder

I / We request you to add /delete the beneficiary details as given below –

Sr. No. Buyer BO ID Buyer PAN (First Buyer PAN (Second Buyer PAN (Third
Holder) Holder) Holder)
1

Sr. No. Buyer BO ID Buyer PAN (First Buyer PAN (Second Buyer PAN (Third
Holder) Holder) Holder)
2

Sr. No. Buyer BO ID Buyer PAN (First Buyer PAN (Second Buyer PAN (Third
Holder) Holder) Holder)
3

Source Client (Transferor)


First/Sole Holder Second Holder Third Holder

Signature

Note: For Addition of Beneficiary, attach this page only along with DIS in back office.
For prior addition or deletion of Beneficiary, send this page only through query@[Link]
Acknowledgement Receipt

Request from:

DP ID Client ID

To add following beneficiary(s)

Sr. No. Buyer BO ID Buyer PAN (First Buyer PAN (Second Buyer PAN (Third
Holder) Holder) Holder)
1

Sr. No. Buyer BO ID Buyer PAN (First Buyer PAN (Second Buyer PAN (Third
Holder) Holder) Holder)
2

Sr. No. Buyer BO ID Buyer PAN (First Buyer PAN (Second Buyer PAN (Third
Holder) Holder) Holder)
3

Depository Participant Seal and Signature:

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