Name of Entity (Participant TRE Place Logo Certificate 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the 'Name of Entity (Participant/TRE Certificate Holder)' at the top of the form. Ensure that you use block letters for clarity.
3. Fill in the 'Registered Address' accurately, as this is crucial for official correspondence.
4. Complete the sections for 'Application Form No.', 'TRE Certificate No.', and other identification numbers like 'Securities Broker Registration No.' and 'CDS Participant ID'.
5. In the 'Customer Relationship Form', select one relevant account type by ticking the appropriate box. Options include Trading & Sub-Account, Investor Account with CDC, and Trading Account.
6. Provide your registration details, including full name and unique identification number. Ensure these match your KYC application form.
7. For bank details, enter information as provided in your KYC application form. Indicate your residential status by ticking the appropriate box.
8. If subscribing to free IVR/Web Service, tick ‘Yes’ and provide contact person details including date of birth and mother’s maiden name.
9. Review all entries for accuracy before saving or submitting your completed form through our platform.

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