Investor Service Request

Securities and Exchange Board of India (SEBI) has mandated:

  1. Furnishing of PAN, email address, mobile number, bank account details and nomination by holders of physical securities.
  2. Any service request shall be entertained only upon registration of the PAN, Bank details and the nomination.
  3. To ensure that your PAN is linked to Aadhaar or any other details as may be specified by the Central Board of Direct Taxes.

Following forms have been prescribed by SEBI for availing investors’ services:

Sr. No. Particulars Please furnish details in
1 Pan Form No. ISR-1
2 Address
3 Email
4 Phone No.
5 Bank Account details i.e. Account No., Bank Name, Branch Name & IFS Code
6 Confirmation of Signature of securities holder by banker Form No. ISR-2
7 Nomination details Form:SH-13
8 Declaration to opt out nomination Form: ISR-3 (In case of opting out)
9 Cancellation or Variation of Nomination Form No. SH-14 (In case of change in existing nomination)

The aforesaid forms can also be downloaded from the website of the RTA at Investor Support Center | Kfintech.

The shareholders can download the forms mentioned in aforesaid SEBI circular as given below:

Sr. No. Description Download Form
1 Request for Registering Pan, KYC details or Changes / Updation thereof Form ISR-1
2 Confirmation of Signature of securities holder Form ISR-2
3 Declaration Form for Opting-out of Nomination by holders of physical securities Form ISR-3
4 Nomination Form Form SH-13
5 Cancellation or Variation of Nomination Form SH-14