Request Form _ R MAX VAS Plan Request form for subscription to R

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Request Form _ R MAX VAS Plan
Request form for subscription to R-MAX VAS Plan
Reliance Securities Limited
11th Floor, R-Tech IT Park, Nirlon Complex,
Western Express Highway, Goregaon East, Mumbai 400063
Sub: Request for subscription to R-MAX VAS Plan
Dear Sir / Madam,
I would like to subscribe R-Max VAS Plan and request Reliance Securities Ltd. to apply the applicable brokerage tariff as per my RMax VAS Plan selected below
I hereby authorize Reliance Securities Ltd to debit my ledger for the subscription amount as per my R-Max VAS Plan subscribed
below.
I declare that I have read and understood the terms and conditions governing R-Max VAS Plan of Reliance Securities Ltd and shall
agree and abide by the same.
Client Code
Client Name:
Under R-Max VAS Plan, we offer various plans which vary in terms of subscription amount and brokerage rate. Please select the
plan suitable to your trading profile and sign against the plan.
VAS Plan
Name
Subscription
Amount
Plan
Brokerage Slab Applicable
(inclusive of
service tax)
Tenure
Delivery
(both sides)
Intraday Cash
(both sides)
R-MAX – 2500
` 2500
3 Years
0.30%
0.035%
Min 5 paisa per unit share
Min 1 paisa per unit share
R-MAX - 5000
` 5000
3 Years
0.25%
0.025%
Min 4 paisa per unit share
Min 1 paisa per unit share
0.20%
0.020%
Min 3 paisa per unit share
Min 1 paisa per unit share
0.15%
0.015%
Min 3 paisa per unit share
Min 1 paisa per unit share
0.10%
0.012%
Min 2 paisa per unit share
Min 0.5 paisa per unit share
R-MAX – 10000
R-MAX – 25000
R-MAX – 50000
R-MAX – 100000
R-MAX – 200000
` 10000
` 25000
` 50000
` 100000
` 200000
3 Years
3 Years
3 Years
3 Years
3 Years
Futures Options(Per lot)
(both sides)
0.10%
0.008%
Min 2 paisa per unit share
Min 0.5 paisa per unit share
0.08%
0.005%
Min 1 paisa per unit share
Min 0.5 paisa per unit share
0.035%
` 55
0.025%
` 50
0.020%
` 40
0.015%
` 35
0.012%
` 25
0.008%
` 12
0.005%
` 10
All other statutory levies will be charged separately
Default brokerage Rate applicable for each R-MAX VAS Plan is ((Del - 0.50%, ID/Fut – 0.05%, Option `70 per lot) The
same will be charged on both sides for intraday trades.
In case if the client want to exit from R-MAX VAS Plan before the expiry of plan tenure, balance left in client’s R-MAX
VAS Plan subscription amount will be refunded after deducting a foreclosure charges.
I declare that I have read and understood the terms and conditions governing R-MAX VAS Plan of Reliance Securities
Limited and shall agree and abide by the same.
Signature of the Account Holder
Reliance Securities Ltd
Date: D D M M Y Y Y Y
Version3.0/January 2015
Page 1 of 3
Request Form _ R MAX VAS Plan
Terms and Conditions - R- Max VAS Plan
1. “R-MAX VAS Plan” is a Value Added Services subscription plan for Research, where you pay subscription f ees for
exclusive Research. Additionally you get to enjoy reduced brokerage rates during the tenure of the plan. This value
added research reports will be sent to you through email on monthly basis & you will also get access to daily research.
2. All clients of Reliance Securities Limited (RSL) except NRI clients can apply for the R-MAX VAS Plan. Request for the R-MAX
VAS Plan will be processed only if the required subscription amount is available in the client's Common ledger.
3. No interest will be paid on the subscription amount paid by client towards subscription for R-MAX VAS Plan.
4. Exposure will be provided only under NRML (Cash) on the unutilized subscription amount paid by customer towards
subscription for R-MAX VAS Plans having subscription amount more than and equal to Rs. 5,000/- provided customer has
minimum free balance of Rs 1000/- in his account in form of cash or collateral.
5. Once the account is opened, R MAX VAS Plan will be activated for client, provided sufficient funds are available in ledger to
meet the subscription amount. Client need to ensure that clear funds are available in ledger after adjusting all obligations
towards settlement and/or margin. If R MAX VAS Plan is not activated within 30 days from the date of account opening
customer will be shifted to R MAX Default Plan.
6. On successful request for R-MAX VAS Plan subscription, R-MAX VAS Plan will be processed by end of day and Brokerage
rate of the selected R-MAX VAS Plan will be applicable from next trading day onwards.
7. From the subscription amount paid for the R-MAX VAS Plan, only brokerage and the applicable Service tax on the brokerage
will be adjusted. All other statutory / regulatory levies / charges applicable from time to time with respect to the transaction
(such as STT,SEBI turnover fees, Exchange transaction charges and stamp duty) shall be adjusted separately from t he client's
Common ledger.
8. Once the R-MAX VAS Plan is activated, the client will be charged at the brokerage rates (plus applicable Service tax)
applicable to respective Plan. Such charges will be adjusted from the R-MAX VAS Plan subscription amount by way of giving
credit back to the client's common ledger account on the day of trading.
9. In the event of client brokerage (plus applicable Service tax on the brokerage) exceeding the subscription amount on a
particular day during the Plan period, brokerage (plus applicable Service tax on the brokerage) in excess of the subscription will
be directly adjusted from the client's common ledger. The client will then be provided with grace period of 30 days, subject to
validity of Plan tenure. During this grace period, the brokerage applicable would be the same as applicable to R-MAX VAS
Plan, and the applicable brokerage (plus applicable Service tax on the brokerage) will be adjusted from the client's Common
ledger.
10. If a client does not renew R-MAX VAS Plan upon expiry of Plan tenure, or upon expiry of 30 days grace period (after the
exhaustion of
R-MAX VAS Plan subscription amount) whichever happens earlier, then he will be automatically shifted
to a predefined default brokerage rate. Any balance left in R-MAX VAS Plan subscription amount on expiry of Plan tenure will
be credited to client's Common ledger.
11. Exit from R-MAX VAS Plan: In case client wants to exit from R-MAX VAS Plan before the expiry of Plan tenure and shift to
normal percentage brokerage Plan or a client wants to close his account with RSL, he has to give a request to RSL to that
effect. Any balance left in subscription amount of existing R-MAX VAS Plan will be credited back to client's common ledger
after charging applicable foreclosure charges.
The foreclosure charges are applicable as follows:• Exit request received in first year of R-MAX VAS Plan subscription - foreclosure charges will be levied at 20% of balance
in R-MAX VAS Plan subscription amount.
• Exit request received in second year of R-MAX VAS Plan subscription - foreclosure charges will be levied at 10% of
balance in R-MAX VAS Plan subscription amount.
• Exit request received in third year of R-MAX VAS Plan subscription - foreclosure charges will be levied at 5% of balance
in R-MAX VAS Plan subscription amount.
Upon receipt of a valid exit request from a client, the balance in the R-MAX VAS Plan, after charging the applicable foreclosure
charges, will be credited to the client's common ledger within 2 working days. Accordingly R-MAX VAS Plan will be closed and
the client will be automatically shifted to a predefined default brokerage rate from next trading day. The client may opt for
another brokerage Plan then available.
10. In case client want to upgrade his R-MAX VAS Plan from lower subscription amount to higher subscription amount before the
expiry of Plan tenure, then the full subscription amount for the new R-MAX VAS Plan will be debited to client's common
ledger at the time of placing request and balance, if any, left in existing R-MAX VAS Plan will be credited back to client's
common ledger at end of the day.
Signature of the Account Holder
Reliance Securities Ltd
Version3.0/January 2015
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Request Form _ R MAX VAS Plan
11. In case a client wants to shift his R-MAX VAS Plan from a higher subscription amount to lower subscription amount, before
the expiry of the Plan tenure, he has to place an R-MAX VAS Plan exit request to RSL as mentioned in clause 9 above.
Applicable exit foreclosure charges will be deducted from the balance in R-MAX VAS Plan. Once the R-MAX VAS Plan exit
request is successfully processed by RSL, the client can subscribe to the new R-MAX VAS Plan as desired.
12. The company may at its absolute discretion discontinue/ change / alter the R-MAX VAS Plan completely or partially without
assigning any reason. However, serving notice of 30 days will be served to the clients who are subscribed to the scheme
before effecting such changes. In case of discontinuance of the R-MAX VAS Plan, the balance if any, will be credited to t he
respective clients' Common ledger.
13. SEBI / Exchange(s) rules, regulation, By-laws and guidelines as issued from time to time will applicable to all plans under RMAX VAS Plan.
14. The terms and conditions of the Plan shall always be read in conjunction with the provisions of the client member agreement
entered into between RSL and the client.
15. Value added Services for R-MAX VAS Plan Customers:
Market
Synopsis
Market
Lens
IPO
Note
Company
Reports
Sector
Reports
Results
Preview
TOP
Pick
Techno Funda
Reports
Options
Strategy
R-MAX – 2500
Yes
Yes
No
No
No
No
No
No
No
R-MAX - 5000
Yes
Yes
Yes
No
No
No
No
No
No
R-MAX – 10000
Yes
Yes
Yes
Yes
Yes
Yes
No
No
No
R-MAX – 25000
Yes
Yes
Yes
Yes
Yes
Yes
No
No
No
R-MAX – 50000
Yes
Yes
Yes
Yes
Yes
Yes
Yes
No
No
R-MAX – 100000
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
R-MAX – 200000
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Plan Basket
To start these services, you are requested to send an e-mail at customer.support@rsec.co.in
The above terms and conditions has been read and understood by me/us. I/We wish to avail the R-MAX VAS Plan provided by RSL
for my trading account subject to the terms and conditions mentioned above.
Date: / / 20
Client Name:
Place:
Client Signature:
RM/Franchisee Code:
RM/Franchisee Name:
RM/Franchisee Signature:
please tear here
For Office Use Only
Date of Receipt: / / 20
Date of QRC Creation: / / 20
Requester/Branch CSE Name:
Requester Email ID:
Reliance Securities Ltd
Version3.0/January 2015
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