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 : |

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|Name of Employer/Business : |

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|Nature of business : |

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|Type of Organisation : Sole Proprietorship/Partnership/Private Company/Public Company |

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|If Partnership or Company, percentage ownership by you : |

|(If there is more than one business owned by you, please attach schedule) |

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|Annual Income : From employment : |

|(Please attach latest salary slip or letter from employer) |

|From other sources (please specify) : |

|(Please attach latest audited/management accounts) |

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|Name of spouse : |

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|Occupation of spouse : |

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|Income of spouse : |

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|Description of Assets : |

|Properties |Deposits |Shares |Other |

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|Broker with whom the CDS slash account will be opened - |

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|CDS Account details: |

|CDS Account No. |Name of Broker |

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|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 |

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|Facilities with Commercial Bank : |

|Branch |Type of Facility |Limit |Present Outstanding |Interest Rate |

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|Accounts Maintained with other Banks : |

|Name of Institution |Branch |Type of Account |Account No. |Balance |

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|Facilities with other Banks : |

|Bank/Branch |Type of Facility |Limit |Present Outstanding |Interest Rate |

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|Quoted Securities : Please attach list of shares presently held in the following format |

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|Name of Shares |Quantity Held |Current Mkt. Value |

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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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