Application for a Margin Trading Facility (For Business ...
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Application for a Margin Trading Facility For Individuals
|Name of Applicant : |NIC/Passport No. : |
|Mr./Mrs./Miss/Others | |
| |Date of Birth : |
| |Telephone (Home) : |
|Address : |Telephone (Office) : |
| |Mobile : |
| |Email : |
|Occupation : |
| |
|Name of Employer/Business : |
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|Nature of business : |
| |
|Type of Organisation : Sole Proprietorship/Partnership/Private Company/Public Company |
| |
|If Partnership or Company, percentage ownership by you : |
|(If there is more than one business owned by you, please attach schedule) |
| |
|Annual Income : From employment : |
|(Please attach latest salary slip or letter from employer) |
|From other sources (please specify) : |
|(Please attach latest audited/management accounts) |
| |
|Name of spouse : |
| |
|Occupation of spouse : |
| |
|Income of spouse : |
| |
|Description of Assets : |
|Properties |Deposits |Shares |Other |
| | | | |
| | | | |
| | | | |
| | | | |
| | | | |
| | | | |
| | | | |
|Broker with whom the CDS slash account will be opened - |
| |
|CDS Account details: |
|CDS Account No. |Name of Broker |
| | |
| | |
| | |
|The minimum initial portfolio value submitted as our security should be Rs. 2,000,000/- |
|Amount of Margin Trading Facility Expected : |
|Accounts Maintained with Commercial Bank : |
|Branch |Type of Account |Account No. |Balance |
| | | | |
|Facilities with Commercial Bank : |
|Branch |Type of Facility |Limit |Present Outstanding |Interest Rate |
| | | | | |
|Accounts Maintained with other Banks : |
|Name of Institution |Branch |Type of Account |Account No. |Balance |
| | | | | |
|Facilities with other Banks : |
|Bank/Branch |Type of Facility |Limit |Present Outstanding |Interest Rate |
| | | | | |
| |
|Quoted Securities : Please attach list of shares presently held in the following format |
| | | |
|Name of Shares |Quantity Held |Current Mkt. Value |
| | | |
I hereby declare that the information furnished above in this application and in the attached annexure/s are
true and correct. I understand that this application remains the property of Commercial Bank of Ceylon PLC.
I hereby authorise Commercial Bank of Ceylon PLC to contact our stockbroker/s to obtain information as to
our share portfolio maintained in the past and as at present and our account history, and I hereby also
authorize my stockbroker - ….. ………………………………….- to provide required information to
Commercial Bank of Ceylon PLC.
Signature ………………………………………
Date……………………………
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