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Become a Partner

Please click this link to download

01
BO Account Opening Form

02
BO Modification Form

03
Puji SignUp Form

04
Fund withdrawal Requisition Form

05
IPO Application Form

06
Buy/Sell Order Form

07
Share Transmission Form

08
Demat Request Form

09
G-Sec Transfer Form

Requirements of BO Account Opening

  • FOR-INDIVIDUAL-ACCOUNT
  • For Joint Account
  • FOR-NRB-ACCOUNT

• 1st Applicant – 3 Copies Photo. (LAB Print)
• Power of Attorney- 2 Copies Photo (Attested By A/C
• Holder)
• Nominee-2 Copies Photo (Attested By A/C Holder)
• National ID Card or Valid Passport or Commissioner Certificate or Chairman Certificate with attestation
• Bank Statement or Certificate

• 1st Applicant – 3 Copies Photo (LAB Print)
• 2nd Applicant – 3 Copies Photo (LAB Print)
• Power of Attorney- 2 Copies Photo (Attested By A/C
• Holder)
• Nominee-2 Copies Photo (Attested By A/C Holder)
• National ID Card or Valid passport or Commissioner Certificate or Chairman Certificate with attestation
• Bank Statement or Certificate (For 1st Applicant only)

• 1st Applicant – 3 Copies Photo. (LAB Print)
• Power of Attorney- 3 Stamps(100TK worth), 2 Copies Photo (Attested By A/C Holder)
• Nominee-2 Copies Photo (Attested By A/C Holder)

• Copy of Valid Passport

• Copy of Valid Work Permit/Resident Permit

• Bank Certificate of NITA & FC Account

If want to open Joint A/C
• 2nd Applicant – 3 Copies Photo (LAB Print), Copy of Valid Passport & Copy of Valid Work Permit/Resident Permit

  • PUBLIC-LIMITED-COMPANY
  • PARTNERSHIP-ORGANIZATION/FIRM
  • PROPRIETORSHIP-ORGANIZATION/FIRM

• Copy of Memorandum and Articles attested by the Managing Director.
• Copy of Form 12 Certified.
• Copy of Board Resolution.
• Copy of Passport/ National ID of Directors.
• Copy of Bank Statement of Company Bank Account.
• 3 copies photograph of Operating Person.
• Copy of Valid Trade License.
• Copy of Certificate of Incorporation.
• Copy of TIN Certificate up to date.

• Copy of Deed of Agreement.
• Copy of Valid Trade License.
• Copy of TIN Certificate up to date.
• Copy of Bank Statement of Organization/Firm.
• 3 copies photograph of Operating Person.
• Copy of Board Resolution.
• Copy of Passport/National ID of partner.

• Copy of Valid Trade License.
• Copy of TIN Certificate up to date.
• Copy of Bank Statement of Organization/Firm.
• 3 copies photograph of Operating Person.
• Copy of Board Resolution.
• Copy of Passport/National ID of Proprietor.

Futures:

Futures are financial contracts obligating the buyer to purchase, or the seller to sell, an asset at a predetermined price on a specific future date. These contracts are standardized and traded on exchanges, covering various assets such as stocks, indices, commodities, and currencies.

Futures serve two main purposes:

  1. Hedging: Protecting against price fluctuations.
  2. Speculation: Profiting from price movements without owning the underlying asset.

With features like leverage, liquidity, and transparent pricing, futures are a versatile tool for both risk management and investment strategies.

Options:

Options are financial derivatives that give the buyer the right, but not the obligation, to buy or sell an underlying asset at a predetermined price within a specific time frame. These contracts come in two types:

  1. Call Option: The right to buy the asset.
  2. Put Option: The right to sell the asset.

Options are widely used for:

  • Hedging: Protecting against adverse price movements.
  • Speculation: Leveraging price movements for potential profit with limited risk.

Options provide flexibility, enabling investors to manage risk or capitalize on market opportunities effectively.

Swaps:

Swaps are financial agreements between two parties to exchange cash flows or liabilities from different financial instruments. The most common types of swaps are:

  1. Interest Rate Swaps: Exchanging fixed interest payments for floating rates or vice versa.
  2. Currency Swaps: Exchanging cash flows in different currencies to manage foreign exchange risk.

Swaps are primarily used for:

  • Hedging: Managing risks like interest rate or currency fluctuations.
  • Speculation: Gaining exposure to specific markets or financial conditions.

Swaps are custom contracts traded over-the-counter (OTC), tailored to meet the specific needs of the parties involved.

Forwards:

Forwards are customized financial contracts between two parties to buy or sell an asset at a predetermined price on a specific future date. Unlike futures, forwards are traded over-the-counter (OTC) and are tailored to meet the needs of the parties involved.

Forwards are commonly used for:

  • Hedging: Protecting against price volatility in assets like commodities, currencies, or stocks.
  • Speculation: Gaining profit opportunities from future price movements.

While forwards offer flexibility, they also carry counterparty risk since they are not standardized or traded on an exchange..